Invictus Private 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 | $38.8M | Sell |
188,965
-2,774
| -1% | -$569K | 2.66% | 13 |
|
|
2025
Q1 | $42.6M | Sell |
191,739
-356
| -0.2% | -$79.1K | 3.38% | 9 |
|
|
2024
Q4 | $48.1M | Sell |
192,095
-1,452
| -0.8% | -$364K | 3.66% | 7 |
|
|
2024
Q3 | $45.1M | Sell |
193,547
-584
| -0.3% | -$136K | 3.57% | 8 |
|
|
2024
Q2 | $40.9M | Buy |
194,131
+2,019
| +1% | +$425K | 3.43% | 8 |
|
|
2024
Q1 | $32.9M | Sell |
192,112
-3,337
| -2% | -$572K | 2.92% | 11 |
|
|
2023
Q4 | $37.6M | Sell |
195,449
-1,428
| -0.7% | -$275K | 3.68% | 7 |
|
|
2023
Q3 | $33.7M | Buy |
196,877
+1,778
| +0.9% | +$304K | 3.69% | 7 |
|
|
2023
Q2 | $37.8M | Buy |
195,099
+518
| +0.3% | +$100K | 4.08% | 7 |
|
|
2023
Q1 | $32.1M | Sell |
194,581
-1,929
| -1% | -$318K | 3.78% | 8 |
|
|
2022
Q4 | $25.5M | Buy |
+196,510
| New | +$25.5M | 3.29% | 9 |
|