Gen-Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
9,019
+400
| +5% | +$82.1K | 0.71% | 28 |
|
|
2025
Q1 | $1.91M | Buy |
8,619
+449
| +5% | +$99.7K | 0.8% | 27 |
|
|
2024
Q4 | $2.05M | Buy |
8,170
+27
| +0.3% | +$6.76K | 0.88% | 18 |
|
|
2024
Q3 | $1.87M | Sell |
8,143
-912
| -10% | -$210K | 0.82% | 20 |
|
|
2024
Q2 | $1.91M | Buy |
9,055
+186
| +2% | +$39.2K | 0.92% | 19 |
|
|
2024
Q1 | $1.52M | Buy |
+8,869
| New | +$1.52M | 0.75% | 28 |
|