Landmark Wealth Management (New York)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
10,311
+6
| +0.1% | +$1.23K | 0.9% | 29 |
|
|
2025
Q1 | $2.29M | Sell |
10,305
-270
| -3% | -$60K | 1.01% | 29 |
|
|
2024
Q4 | $2.65M | Sell |
10,575
-293
| -3% | -$73.4K | 1.17% | 27 |
|
|
2024
Q3 | $2.53M | Sell |
10,868
-175
| -2% | -$40.8K | 1.1% | 26 |
|
|
2024
Q2 | $2.33M | Buy |
11,043
+181
| +2% | +$38.1K | 1.81% | 16 |
|
|
2024
Q1 | $1.86M | Buy |
10,862
+1,416
| +15% | +$243K | 0.86% | 32 |
|
|
2023
Q4 | $1.82M | Buy |
9,446
+89
| +1% | +$17.1K | 0.9% | 32 |
|
|
2023
Q3 | $1.6M | Buy |
+9,357
| New | +$1.6M | 0.91% | 30 |
|
|
2023
Q2 | – | Sell |
-9,361
| Closed | -$1.54M | – | 41 |
|
|
2023
Q1 | $1.54M | Buy |
9,361
+465
| +5% | +$76.7K | 0.86% | 31 |
|
|
2022
Q4 | $1.16M | Sell |
8,896
-19
| -0.2% | -$2.47K | 0.84% | 34 |
|
|
2022
Q3 | $1.23M | Buy |
+8,915
| New | +$1.23M | 0.93% | 29 |
|
|
2022
Q2 | – | Sell |
-22,646
| Closed | -$1.99M | – | 39 |
|
|
2022
Q1 | $1.99M | Buy |
22,646
+11,711
| +107% | +$1.03M | 1.04% | 21 |
|
|
2021
Q4 | $2K | Buy |
+10,935
| New | +$2K | 1.17% | 18 |
|