Miller 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
$33.4M Sell
162,852
-2,239
-1% -$459K 15.64% 2
2025
Q1
$36.7M Sell
165,091
-1,194
-0.7% -$265K 20.35% 3
2024
Q4
$41.6M Sell
166,285
-2,855
-2% -$715K 21.23% 2
2024
Q3
$39.3M Sell
169,140
-3,042
-2% -$706K 21.4% 2
2024
Q2
$36.3M Sell
172,182
-1,486
-0.9% -$313K 19.62% 2
2024
Q1
$29.8M Sell
173,668
-9,403
-5% -$1.61M 17.78% 3
2023
Q4
$35.2M Sell
183,071
-3,292
-2% -$634K 22.61% 2
2023
Q3
$31.9M Sell
186,363
-515
-0.3% -$88.2K 21.71% 3
2023
Q2
$36.2M Buy
186,878
+180,663
+2,907% +$35M 24.45% 2
2023
Q1
$1.92M Sell
6,215
-230,401
-97% -$71.1M 9.32% 3
2022
Q4
$31.1M Buy
236,616
+42,684
+22% +$5.6M 21.56% 3
2022
Q3
$26.5M Hold
193,932
21.64% 3
2022
Q2
$26.5M Sell
193,932
-3,441
-2% -$470K 22.01% 3
2022
Q1
$34.5M Buy
197,373
+1,691
+0.9% +$295K 22.37% 2
2021
Q4
$34.7M Buy
+195,682
New +$34.7M 23.37% 2