Madison Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $23.1M | Sell |
134,655
-356
| -0.3% | -$61K | 4.85% | 2 |
|
|
2023
Q2 | $26.2M | Sell |
135,011
-2,318
| -2% | -$450K | 5.3% | 2 |
|
|
2023
Q1 | $22.6M | Sell |
137,329
-1,997
| -1% | -$329K | 4.9% | 2 |
|
|
2022
Q4 | $18.1M | Sell |
139,326
-5,710
| -4% | -$742K | 4.13% | 3 |
|
|
2022
Q3 | $20M | Sell |
145,036
-3,393
| -2% | -$469K | 4.92% | 2 |
|
|
2022
Q2 | $20.3M | Sell |
148,429
-1,996
| -1% | -$273K | 4.92% | 2 |
|
|
2022
Q1 | $26.3M | Sell |
150,425
-1,853
| -1% | -$324K | 5.52% | 2 |
|
|
2021
Q4 | $27M | Sell |
152,278
-3,756
| -2% | -$667K | 5.42% | 2 |
|
|
2021
Q3 | $22.1M | Sell |
156,034
-2,255
| -1% | -$319K | 4.83% | 2 |
|
|
2021
Q2 | $21.7M | Sell |
158,289
-4,243
| -3% | -$581K | 4.78% | 2 |
|
|
2021
Q1 | $19.9M | Sell |
162,532
-28,164
| -15% | -$3.44M | 4.86% | 2 |
|
|
2020
Q4 | $25.3M | Sell |
190,696
-11,794
| -6% | -$1.56M | 6.68% | 1 |
|
|
2020
Q3 | $23.5M | Sell |
202,490
-15,786
| -7% | -$1.83M | 7.03% | 2 |
|
|
2020
Q2 | $19.9M | Sell |
218,276
-6,200
| -3% | -$565K | 6.55% | 2 |
|
|
2020
Q1 | $14.3M | Sell |
224,476
-4,388
| -2% | -$279K | 5.72% | 3 |
|
|
2019
Q4 | $16.8M | Buy |
+228,864
| New | +$16.8M | 4.82% | 4 |
|