Graham Capital 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 | $763K | Buy |
3,718
+407
| +12% | +$83.5K | 0.85% | 31 |
|
|
2025
Q1 | $735K | Buy |
3,311
+161
| +5% | +$35.8K | 0.79% | 32 |
|
|
2024
Q4 | $789K | Hold |
3,150
| – | – | 0.68% | 37 |
|
|
2024
Q3 | $734K | Buy |
3,150
+164
| +5% | +$38.2K | 0.75% | 27 |
|
|
2024
Q2 | $629K | Buy |
2,986
+133
| +5% | +$28K | 0.85% | 23 |
|
|
2024
Q1 | $489K | Buy |
2,853
+34
| +1% | +$5.83K | 0.83% | 22 |
|
|
2023
Q4 | $543K | Sell |
2,819
-3,828
| -58% | -$737K | 1.43% | 13 |
|
|
2023
Q3 | $1.29M | Hold |
6,647
| – | – | 3.04% | 12 |
|
|
2023
Q2 | $1.29M | Sell |
6,647
-100
| -1% | -$19.4K | 3.04% | 12 |
|
|
2023
Q1 | $11.1M | Buy |
6,747
+13
| +0.2% | +$21.4K | 1.61% | 16 |
|
|
2022
Q4 | $875K | Sell |
6,734
-69
| -1% | -$8.97K | 1.56% | 22 |
|
|
2022
Q3 | $940K | Buy |
6,803
+120
| +2% | +$16.6K | 1.13% | 31 |
|
|
2022
Q2 | $914K | Hold |
6,683
| – | – | 0.8% | 47 |
|
|
2022
Q1 | $1.17M | Sell |
6,683
-34
| -0.5% | -$5.94K | 1.04% | 40 |
|
|
2021
Q4 | $1.19M | Buy |
+6,717
| New | +$1.19M | 0.97% | 44 |
|