Greenhouse 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
$1.27M Hold
6,207
0.82% 17
2025
Q1
$1.38M Hold
6,207
1.03% 14
2024
Q4
$1.55M Buy
6,207
+100
+2% +$25K 1.03% 13
2024
Q3
$1.42M Buy
6,107
+6
+0.1% +$1.4K 0.96% 14
2024
Q2
$1.28M Buy
6,101
+7
+0.1% +$1.47K 0.94% 15
2024
Q1
$1.05M Sell
6,094
-194
-3% -$33.3K 0.78% 17
2023
Q4
$1.21M Buy
6,288
+6
+0.1% +$1.16K 0.98% 15
2023
Q3
$1.08M Buy
6,282
+8
+0.1% +$1.37K 0.97% 15
2023
Q2
$1.22M Buy
6,274
+6
+0.1% +$1.16K 1.07% 14
2023
Q1
$1.03M Sell
6,268
-380
-6% -$62.7K 0.98% 16
2022
Q4
$864K Buy
6,648
+32
+0.5% +$4.16K 0.87% 17
2022
Q3
$914K Sell
6,616
-219
-3% -$30.3K 1.02% 14
2022
Q2
$934K Buy
6,835
+233
+4% +$31.8K 1% 15
2022
Q1
$1.15M Buy
6,602
+7
+0.1% +$1.22K 1.08% 15
2021
Q4
$1.17M Sell
6,595
-12,871
-66% -$2.29M 1.05% 15
2021
Q3
$2.75M Sell
19,466
-323
-2% -$45.7K 2.61% 8
2021
Q2
$2.71M Buy
19,789
+32
+0.2% +$4.38K 2.51% 8
2021
Q1
$2.41M Sell
19,757
-373
-2% -$45.6K 2.4% 8
2020
Q4
$2.67M Buy
+20,130
New +$2.67M 2.64% 8