Horizons 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 | $660K | Sell |
3,216
-224
| -7% | -$46K | 0.47% | 32 |
|
|
2025
Q1 | $764K | Sell |
3,440
-92
| -3% | -$20.4K | 0.57% | 31 |
|
|
2024
Q4 | $884K | Sell |
3,532
-101
| -3% | -$25.3K | 0.67% | 27 |
|
|
2024
Q3 | $846K | Sell |
3,633
-191
| -5% | -$44.5K | 0.65% | 28 |
|
|
2024
Q2 | $858K | Sell |
3,824
-339
| -8% | -$76K | 0.68% | 27 |
|
|
2024
Q1 | $802K | Hold |
4,163
| – | – | 0.53% | 30 |
|
|
2023
Q4 | $802K | Sell |
4,163
-10
| -0.2% | -$1.93K | 0.53% | 30 |
|
|
2023
Q3 | $714K | Sell |
4,173
-242
| -5% | -$41.4K | 0.52% | 30 |
|
|
2023
Q2 | $856K | Buy |
4,415
+3,768
| +582% | +$731K | 0.61% | 25 |
|
|
2023
Q1 | $107K | Buy |
647
+40
| +7% | +$6.6K | 0.08% | 71 |
|
|
2022
Q4 | $79K | Hold |
607
| – | – | 0.06% | 72 |
|
|
2022
Q3 | $84K | Hold |
607
| – | – | 0.08% | 66 |
|
|
2022
Q2 | $106K | Buy |
+607
| New | +$106K | 0.09% | 65 |
|