Maltin 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 | $1.28M | Buy |
6,255
+10
| +0.2% | +$2.05K | 0.58% | 49 |
|
2025
Q1 | $1.39M | Sell |
6,245
-85
| -1% | -$18.9K | 0.65% | 44 |
|
2024
Q4 | $1.59M | Buy |
6,330
+1,365
| +27% | +$342K | 0.78% | 41 |
|
2024
Q3 | $1.16M | Buy |
4,965
+4
| +0.1% | +$932 | 0.56% | 53 |
|
2024
Q2 | $1.04M | Buy |
4,961
+6
| +0.1% | +$1.26K | 0.56% | 53 |
|
2024
Q1 | $850K | Sell |
4,955
-785
| -14% | -$135K | 0.48% | 55 |
|
2023
Q4 | $1.11M | Sell |
5,740
-29
| -0.5% | -$5.58K | 0.7% | 48 |
|
2023
Q3 | $988K | Sell |
5,769
-21
| -0.4% | -$3.6K | 0.69% | 50 |
|
2023
Q2 | $1.12M | Buy |
5,790
+19
| +0.3% | +$3.69K | 0.79% | 42 |
|
2023
Q1 | $952K | Buy |
5,771
+10
| +0.2% | +$1.65K | 0.69% | 51 |
|
2022
Q4 | $749K | Sell |
5,761
-825
| -13% | -$107K | 0.54% | 54 |
|
2022
Q3 | $910K | Sell |
6,586
-78
| -1% | -$10.8K | 0.72% | 47 |
|
2022
Q2 | $911K | Buy |
6,664
+1,712
| +35% | +$234K | 0.66% | 53 |
|
2022
Q1 | $865K | Sell |
4,952
-2,925
| -37% | -$511K | 0.57% | 56 |
|
2021
Q4 | $1.4M | Buy |
7,877
+93
| +1% | +$16.5K | 0.84% | 40 |
|
2021
Q3 | $1.1M | Buy |
7,784
+2,100
| +37% | +$297K | 0.68% | 42 |
|
2021
Q2 | $778K | Buy |
5,684
+537
| +10% | +$73.5K | 0.47% | 55 |
|
2021
Q1 | $629K | Buy |
5,147
+54
| +1% | +$6.6K | 0.41% | 61 |
|
2020
Q4 | $676K | Sell |
5,093
-307
| -6% | -$40.7K | 0.47% | 53 |
|
2020
Q3 | $625K | Buy |
5,400
+4
| +0.1% | +$463 | 0.44% | 51 |
|
2020
Q2 | $492K | Sell |
5,396
-416
| -7% | -$37.9K | 0.37% | 57 |
|
2020
Q1 | $369K | Sell |
5,812
-2,224
| -28% | -$141K | 0.31% | 58 |
|
2019
Q4 | $590K | Buy |
+8,036
| New | +$590K | 0.38% | 43 |
|