Libra 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 | $7.82M | Buy |
39,140
+14,060
| +56% | +$2.81M | 2.56% | 11 |
|
|
2025
Q1 | $5.57M | Sell |
25,080
-1,422
| -5% | -$316K | 2.09% | 12 |
|
|
2024
Q4 | $6.64M | Sell |
26,502
-1,308
| -5% | -$328K | 2.58% | 10 |
|
|
2024
Q3 | $6.48M | Buy |
27,810
+1
| +0% | +$233 | 2.59% | 10 |
|
|
2024
Q2 | $5.86M | Buy |
27,809
+1,001
| +4% | +$211K | 2.54% | 12 |
|
|
2024
Q1 | $4.6M | Buy |
26,808
+380
| +1% | +$65.2K | 2.01% | 13 |
|
|
2023
Q4 | $5.09M | Hold |
26,428
| – | – | 2.53% | 10 |
|
|
2023
Q3 | $4.52M | Buy |
26,428
+40
| +0.2% | +$6.85K | 2.5% | 9 |
|
|
2023
Q2 | $5.12M | Hold |
26,388
| – | – | 2.79% | 8 |
|
|
2023
Q1 | $4.35M | Hold |
26,388
| – | – | 2.52% | 8 |
|
|
2022
Q4 | $3.43M | Buy |
26,388
+2,910
| +12% | +$378K | 0.09% | 15 |
|
|
2022
Q3 | $3.25M | Buy |
23,478
+1,930
| +9% | +$267K | 2.09% | 11 |
|
|
2022
Q2 | $2.95M | Hold |
21,548
| – | – | 2.11% | 12 |
|
|
2022
Q1 | $3.76M | Buy |
21,548
+3,000
| +16% | +$524K | 2.16% | 9 |
|
|
2021
Q4 | $3.29M | Buy |
+18,548
| New | +$3.29M | 2.12% | 8 |
|