Joule Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
5,600
-250
| -4% | -$51.3K | 0.37% | 34 |
|
|
2025
Q1 | $1.3M | Buy |
5,850
+2,507
| +75% | +$557K | 0.46% | 29 |
|
|
2024
Q4 | $837K | Buy |
3,343
+189
| +6% | +$47.3K | 0.3% | 43 |
|
|
2024
Q3 | $735K | Buy |
3,154
+108
| +4% | +$25.2K | 0.27% | 45 |
|
|
2024
Q2 | $642K | Buy |
3,046
+298
| +11% | +$62.8K | 0.26% | 46 |
|
|
2024
Q1 | $471K | Sell |
2,748
-234
| -8% | -$40.1K | 0.19% | 55 |
|
|
2023
Q4 | $574K | Sell |
2,982
-4,544
| -60% | -$875K | 0.27% | 47 |
|
|
2023
Q3 | $1.29M | Buy |
7,526
+903
| +14% | +$155K | 0.66% | 19 |
|
|
2023
Q2 | $1.28M | Sell |
6,623
-487
| -7% | -$94.5K | 0.66% | 22 |
|
|
2023
Q1 | $1.17M | Buy |
7,110
+4,320
| +155% | +$712K | 0.63% | 24 |
|
|
2022
Q4 | $362K | Sell |
2,790
-46
| -2% | -$5.98K | 0.24% | 56 |
|
|
2022
Q3 | $392K | Buy |
2,836
+84
| +3% | +$11.6K | 0.29% | 53 |
|
|
2022
Q2 | $376K | Buy |
+2,752
| New | +$376K | 0.29% | 52 |
|