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