Meritas 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 | $9.24M | Sell |
45,026
-152
| -0.3% | -$31.2K | 5.08% | 7 |
|
|
2025
Q1 | $10M | Sell |
45,178
-249
| -0.5% | -$55.3K | 5.89% | 6 |
|
|
2024
Q4 | $11.4M | Buy |
45,427
+3,573
| +9% | +$895K | 6.84% | 5 |
|
|
2024
Q3 | $9.75M | Buy |
41,854
+273
| +0.7% | +$63.6K | 6.03% | 7 |
|
|
2024
Q2 | $8.76M | Buy |
41,581
+54
| +0.1% | +$11.4K | 6.18% | 7 |
|
|
2024
Q1 | $7.12M | Buy |
41,527
+150
| +0.4% | +$25.7K | 4.96% | 7 |
|
|
2023
Q4 | $7.97M | Sell |
41,377
-14,073
| -25% | -$2.71M | 5.97% | 6 |
|
|
2023
Q3 | $9.49M | Sell |
55,450
-2,122
| -4% | -$363K | 7.27% | 4 |
|
|
2023
Q2 | $11.2M | Sell |
57,572
-5,815
| -9% | -$1.13M | 8.39% | 3 |
|
|
2023
Q1 | $10.5M | Buy |
63,387
+650
| +1% | +$107K | 8.22% | 3 |
|
|
2022
Q4 | $8.15M | Buy |
+62,737
| New | +$8.15M | 6.73% | 4 |
|