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 |
|