Long Island Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $982K | Buy |
4,789
+546
| +13% | +$112K | 0.51% | 40 |
|
|
2025
Q1 | $942K | Hold |
4,243
| – | – | 0.57% | 39 |
|
|
2024
Q4 | $1.06M | Buy |
4,243
+60
| +1% | +$15K | 0.67% | 33 |
|
|
2024
Q3 | $975K | Sell |
4,183
-130
| -3% | -$30.3K | 0.64% | 38 |
|
|
2024
Q2 | $908K | Buy |
4,313
+307
| +8% | +$64.6K | 0.64% | 40 |
|
|
2024
Q1 | $687K | Sell |
4,006
-4
| -0.1% | -$686 | 0.49% | 46 |
|
|
2023
Q4 | $772K | Buy |
+4,010
| New | +$772K | 0.55% | 38 |
|