Heirloom 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 | $9.34M | Buy |
45,500
+84
| +0.2% | +$17.2K | 2.46% | 14 |
|
|
2025
Q1 | $10.1M | Buy |
45,416
+1,575
| +4% | +$350K | 2.89% | 13 |
|
|
2024
Q4 | $11M | Buy |
43,841
+2,569
| +6% | +$643K | 3.29% | 11 |
|
|
2024
Q3 | $9.62M | Buy |
41,272
+744
| +2% | +$173K | 3% | 11 |
|
|
2024
Q2 | $8.54M | Buy |
40,528
+1,359
| +3% | +$286K | 2.77% | 12 |
|
|
2024
Q1 | $6.72M | Sell |
39,169
-1,097
| -3% | -$188K | 2.29% | 15 |
|
|
2023
Q4 | $7.75M | Buy |
40,266
+1,016
| +3% | +$196K | 2.98% | 12 |
|
|
2023
Q3 | $6.72M | Sell |
39,250
-1,029
| -3% | -$176K | 2.99% | 12 |
|
|
2023
Q2 | $7.81M | Buy |
40,279
+1,646
| +4% | +$319K | 3.39% | 12 |
|
|
2023
Q1 | $6.37M | Buy |
38,633
+4,225
| +12% | +$697K | 3.04% | 13 |
|
|
2022
Q4 | $4.47M | Buy |
+34,408
| New | +$4.47M | 2.78% | 14 |
|
|
2022
Q2 | $607K | Buy |
3,678
+1,789
| +95% | +$295K | 0.5% | 23 |
|
|
2022
Q1 | $278K | Buy |
1,889
+244
| +15% | +$35.9K | 0.19% | 27 |
|
|
2021
Q4 | $266K | Buy |
+1,645
| New | +$266K | 0.23% | 31 |
|