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 |
|