Impact Partnership Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.69M | Buy |
47,237
+1,925
| +4% | +$395K | 1.79% | 15 |
|
|
2025
Q1 | $10.1M | Buy |
45,312
+865
| +2% | +$192K | 2.15% | 11 |
|
|
2024
Q4 | $11.1M | Buy |
44,447
+3,887
| +10% | +$973K | 2.25% | 11 |
|
|
2024
Q3 | $9.45M | Sell |
40,560
-1,024
| -2% | -$239K | 2.13% | 13 |
|
|
2024
Q2 | $8.76M | Buy |
41,584
+6,218
| +18% | +$1.31M | 2.3% | 9 |
|
|
2024
Q1 | $6.06M | Buy |
35,366
+1,805
| +5% | +$310K | 2.4% | 9 |
|
|
2023
Q4 | $6.46M | Sell |
33,561
-9,342
| -22% | -$1.8M | 2.36% | 9 |
|
|
2023
Q3 | $7.35M | Buy |
42,903
+33,659
| +364% | +$5.76M | 2.29% | 10 |
|
|
2023
Q2 | $1.79M | Buy |
+9,244
| New | +$1.79M | 0.62% | 14 |
|