Merkkuri Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Sell |
2,801
-546
| -16% | -$112K | 0.44% | 48 |
|
|
2025
Q1 | $743K | Sell |
3,347
-1,515
| -31% | -$337K | 0.64% | 41 |
|
|
2024
Q4 | $1.22M | Buy |
4,862
+31
| +0.6% | +$7.76K | 0.96% | 34 |
|
|
2024
Q3 | $1.13M | Buy |
4,831
+191
| +4% | +$44.5K | 0.89% | 36 |
|
|
2024
Q2 | $975K | Buy |
+4,640
| New | +$975K | 0.9% | 35 |
|