Glass Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.22M | Sell |
44,959
-1,872
| -4% | -$384K | 4.91% | 3 |
|
|
2025
Q1 | $10.4M | Buy |
46,831
+405
| +0.9% | +$90K | 6.24% | 3 |
|
|
2024
Q4 | $11.6M | Buy |
46,426
+4,457
| +11% | +$1.12M | 6.32% | 3 |
|
|
2024
Q3 | $9.78M | Buy |
41,969
+7,697
| +22% | +$1.79M | 5.4% | 3 |
|
|
2024
Q2 | $7.22M | Buy |
34,272
+12
| +0% | +$2.53K | 4.22% | 4 |
|
|
2024
Q1 | $5.87M | Buy |
+34,260
| New | +$5.87M | 3.58% | 4 |
|