Innova Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
9,834
-108
| -1% | -$22.2K | 1.19% | 30 |
|
|
2025
Q1 | $2.21M | Sell |
9,942
-164
| -2% | -$36.4K | 1.37% | 20 |
|
|
2024
Q4 | $2.53M | Buy |
10,106
+7,603
| +304% | +$1.9M | 1.59% | 18 |
|
|
2024
Q3 | $583K | Sell |
2,503
-7,730
| -76% | -$1.8M | 0.48% | 45 |
|
|
2024
Q2 | $2.16M | Buy |
10,233
+1,380
| +16% | +$291K | 1.54% | 22 |
|
|
2024
Q1 | $1.52M | Buy |
8,853
+705
| +9% | +$121K | 1.17% | 28 |
|
|
2023
Q4 | $1.57M | Hold |
8,148
| – | – | 1.35% | 20 |
|
|
2023
Q3 | $1.4M | Sell |
8,148
-109
| -1% | -$18.7K | 1.25% | 16 |
|
|
2023
Q2 | $1.6M | Buy |
8,257
+298
| +4% | +$57.8K | 1.36% | 18 |
|
|
2023
Q1 | $1.31M | Buy |
7,959
+309
| +4% | +$51K | 1.15% | 16 |
|
|
2022
Q4 | $994K | Sell |
7,650
-1,650
| -18% | -$214K | 0.87% | 22 |
|
|
2022
Q3 | $1.29M | Buy |
9,300
+8
| +0.1% | +$1.11K | 1.17% | 8 |
|
|
2022
Q2 | $1.27M | Buy |
9,292
+1,090
| +13% | +$149K | 1.07% | 10 |
|
|
2022
Q1 | $1.43M | Buy |
8,202
+342
| +4% | +$59.7K | 1.03% | 20 |
|
|
2021
Q4 | $1.4M | Sell |
7,860
-10
| -0.1% | -$1.78K | 0.99% | 22 |
|
|
2021
Q3 | $1.11M | Buy |
7,870
+10
| +0.1% | +$1.42K | 0.88% | 24 |
|
|
2021
Q2 | $1.08M | Sell |
7,860
-400
| -5% | -$54.8K | 0.85% | 26 |
|
|
2021
Q1 | $1.01M | Buy |
8,260
+20
| +0.2% | +$2.44K | 0.86% | 27 |
|
|
2020
Q4 | $1.09M | Buy |
+8,240
| New | +$1.09M | 1.02% | 25 |
|