Marcum Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $21.1M | Buy |
95,207
+740
| +0.8% | +$164K | 1.83% | 12 |
|
|
2024
Q4 | $23.7M | Buy |
94,467
+2,733
| +3% | +$684K | 2.05% | 10 |
|
|
2024
Q3 | $21.4M | Buy |
91,734
+674
| +0.7% | +$157K | 1.99% | 9 |
|
|
2024
Q2 | $19.2M | Buy |
91,060
+6,128
| +7% | +$1.29M | 1.92% | 11 |
|
|
2024
Q1 | $14.6M | Sell |
84,932
-8,718
| -9% | -$1.49M | 1.48% | 13 |
|
|
2023
Q4 | $18M | Sell |
93,650
-2,958
| -3% | -$570K | 1.92% | 10 |
|
|
2023
Q3 | $16.5M | Sell |
96,608
-11,624
| -11% | -$1.99M | 1.99% | 9 |
|
|
2023
Q2 | $21M | Sell |
108,232
-864
| -0.8% | -$168K | 2.46% | 8 |
|
|
2023
Q1 | $18M | Sell |
109,096
-868
| -0.8% | -$143K | 2.24% | 9 |
|
|
2022
Q4 | $14.3M | Buy |
109,964
+2,554
| +2% | +$332K | 1.89% | 10 |
|
|
2022
Q3 | $14.8M | Sell |
107,410
-2,714
| -2% | -$375K | 2.25% | 9 |
|
|
2022
Q2 | $15.1M | Buy |
110,124
+3,818
| +4% | +$522K | 2.25% | 10 |
|
|
2022
Q1 | $18.6M | Sell |
106,306
-344
| -0.3% | -$60.1K | 2.56% | 9 |
|
|
2021
Q4 | $18.9M | Buy |
106,650
+6,827
| +7% | +$1.21M | 2.63% | 9 |
|
|
2021
Q3 | $14.1M | Buy |
99,823
+22,454
| +29% | +$3.18M | 2.22% | 10 |
|
|
2021
Q2 | $10.6M | Sell |
77,369
-283,082
| -79% | -$38.8M | 1.72% | 10 |
|
|
2021
Q1 | $44M | Buy |
360,451
+54,915
| +18% | +$6.71M | 7.25% | 2 |
|
|
2020
Q4 | $40.5M | Buy |
305,536
+271,730
| +804% | +$36.1M | 9.51% | 2 |
|
|
2020
Q3 | $3.92M | Buy |
33,806
+7,794
| +30% | +$903K | 1.2% | 16 |
|
|
2020
Q2 | $2.37M | Buy |
26,012
+1,624
| +7% | +$148K | 0.73% | 23 |
|
|
2020
Q1 | $1.55M | Sell |
24,388
-564
| -2% | -$35.8K | 0.6% | 19 |
|
|
2019
Q4 | $1.83M | Buy |
+24,952
| New | +$1.83M | 0.69% | 17 |
|