MilWealth Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Hold |
1,501
| – | – | 0.08% | 24 |
|
|
2025
Q1 | $333K | Hold |
1,501
| – | – | 0.09% | 23 |
|
|
2024
Q4 | $376K | Hold |
1,501
| – | – | 0.1% | 22 |
|
|
2024
Q3 | $350K | Hold |
1,501
| – | – | 0.1% | 24 |
|
|
2024
Q2 | $316K | Hold |
1,501
| – | – | 0.1% | 24 |
|
|
2024
Q1 | $257K | Hold |
1,501
| – | – | 0.08% | 24 |
|
|
2023
Q4 | $289K | Hold |
1,501
| – | – | 0.1% | 24 |
|
|
2023
Q3 | $257K | Hold |
1,501
| – | – | 0.1% | 22 |
|
|
2023
Q2 | $291K | Hold |
1,501
| – | – | 0.11% | 20 |
|
|
2023
Q1 | $248K | Hold |
1,501
| – | – | 0.1% | 21 |
|
|
2022
Q4 | $195K | Hold |
1,501
| – | – | 0.08% | 22 |
|
|
2022
Q3 | $207K | Hold |
1,501
| – | – | 0.09% | 23 |
|
|
2022
Q2 | $205K | Hold |
1,501
| – | – | 0.09% | 22 |
|
|
2022
Q1 | $262K | Sell |
1,501
-39
| -3% | -$6.81K | 0.1% | 26 |
|
|
2021
Q4 | $273K | Hold |
1,540
| – | – | 0.1% | 23 |
|
|
2021
Q3 | $218K | Buy |
1,540
+39
| +3% | +$5.52K | 0.08% | 22 |
|
|
2021
Q2 | $206K | Hold |
1,501
| – | – | 0.09% | 22 |
|
|
2021
Q1 | $183K | Hold |
1,501
| – | – | 0.09% | 21 |
|
|
2020
Q4 | $199K | Hold |
1,501
| – | – | 0.1% | 20 |
|
|
2020
Q3 | $174K | Buy |
1,501
+1
| +0.1% | +$116 | 0.1% | 20 |
|
|
2020
Q2 | $137K | Hold |
1,500
| – | – | 0.08% | 25 |
|
|
2020
Q1 | $95.4K | Hold |
1,500
| – | – | 0.07% | 28 |
|
|
2019
Q4 | $110K | Hold |
1,500
| – | – | 0.09% | 24 |
|
|
2019
Q3 | $84.1K | Hold |
1,500
| – | – | 0.07% | 24 |
|
|
2019
Q2 | $74.3K | Hold |
1,500
| – | – | 0.06% | 24 |
|
|
2019
Q1 | $71.3K | Sell |
1,500
-420
| -22% | -$20K | 0.06% | 24 |
|
|
2018
Q4 | $75.8K | Buy |
+1,920
| New | +$75.8K | 0.07% | 24 |
|