Madison Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.26M | Buy |
40,245
+54
| +0.1% | +$11.1K | 1.8% | 13 |
|
|
2025
Q1 | $8.93M | Buy |
40,191
+95
| +0.2% | +$21.1K | 2.2% | 11 |
|
|
2024
Q4 | $10M | Sell |
40,096
-98
| -0.2% | -$24.5K | 2.81% | 8 |
|
|
2024
Q3 | $9.37M | Buy |
40,194
+5,142
| +15% | +$1.2M | 2.77% | 8 |
|
|
2024
Q2 | $7.38M | Sell |
35,052
-231
| -0.7% | -$48.7K | 2.53% | 9 |
|
|
2024
Q1 | $6.05M | Sell |
35,283
-132
| -0.4% | -$22.6K | 2.19% | 10 |
|
|
2023
Q4 | $6.82M | Buy |
35,415
+5,820
| +20% | +$1.12M | 2.7% | 7 |
|
|
2023
Q3 | $5.07M | Buy |
29,595
+1,047
| +4% | +$179K | 2.56% | 9 |
|
|
2023
Q2 | $5.54M | Sell |
28,548
-64
| -0.2% | -$12.4K | 2.59% | 9 |
|
|
2023
Q1 | $4.72M | Sell |
28,612
-1,023
| -3% | -$169K | 2.38% | 10 |
|
|
2022
Q4 | $3.85M | Buy |
29,635
+1,033
| +4% | +$134K | 2.25% | 10 |
|
|
2022
Q3 | $3.95M | Sell |
28,602
-1,379
| -5% | -$191K | 2.59% | 10 |
|
|
2022
Q2 | $4.1M | Buy |
29,981
+1
| +0% | +$137 | 2.6% | 10 |
|
|
2022
Q1 | $5.24M | Buy |
29,980
+430
| +1% | +$75.1K | 2.93% | 10 |
|
|
2021
Q4 | $5.25M | Buy |
29,550
+1,065
| +4% | +$189K | 2.64% | 11 |
|
|
2021
Q3 | $4.03M | Buy |
28,485
+962
| +3% | +$136K | 2.27% | 11 |
|
|
2021
Q2 | $3.77M | Buy |
27,523
+5,573
| +25% | +$763K | 2.16% | 12 |
|
|
2021
Q1 | $2.91M | Hold |
21,950
| – | – | 2.05% | 12 |
|
|
2020
Q4 | $2.91M | Buy |
+21,950
| New | +$2.91M | 1.95% | 13 |
|