Journey Strategic 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 | $185M | Buy |
901,608
+48,043
| +6% | +$9.86M | 6% | 4 |
|
|
2025
Q1 | $190M | Buy |
853,565
+12,861
| +2% | +$2.86M | 6.61% | 4 |
|
|
2024
Q4 | $211M | Buy |
840,704
+874
| +0.1% | +$219K | 7.87% | 4 |
|
|
2024
Q3 | $196M | Buy |
839,830
+21,408
| +3% | +$4.99M | 7.17% | 4 |
|
|
2024
Q2 | $172M | Buy |
818,422
+11,933
| +1% | +$2.51M | 7.32% | 4 |
|
|
2024
Q1 | $138M | Buy |
806,489
+801
| +0.1% | +$137K | 6.12% | 4 |
|
|
2023
Q4 | $155M | Buy |
805,688
+1,215
| +0.2% | +$234K | 7.3% | 4 |
|
|
2023
Q3 | $138M | Buy |
804,473
+717
| +0.1% | +$123K | 6.57% | 4 |
|
|
2023
Q2 | $156M | Buy |
803,756
+1,093
| +0.1% | +$212K | 7.06% | 4 |
|
|
2023
Q1 | $132M | Buy |
802,663
+2,220
| +0.3% | +$366K | 13.91% | 3 |
|
|
2022
Q4 | $104M | Buy |
800,443
+3,714
| +0.5% | +$483K | 12.23% | 3 |
|
|
2022
Q3 | $110M | Buy |
796,729
+2,154
| +0.3% | +$298K | 14.86% | 3 |
|
|
2022
Q2 | $109M | Sell |
794,575
-207
| -0% | -$28.3K | 14.54% | 3 |
|
|
2022
Q1 | $139M | Buy |
794,782
+698
| +0.1% | +$122K | 15.13% | 3 |
|
|
2021
Q4 | $141M | Buy |
+794,084
| New | +$141M | 14.68% | 3 |
|