Mitchell & Pahl Private Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Buy |
30,245
+565
| +2% | +$116K | 2.74% | 3 |
|
|
2025
Q1 | $6.59M | Sell |
29,680
-386
| -1% | -$85.7K | 3.07% | 1 |
|
|
2024
Q4 | $7.53M | Buy |
30,066
+141
| +0.5% | +$35.3K | 3.52% | 1 |
|
|
2024
Q3 | $6.97M | Buy |
29,925
+790
| +3% | +$184K | 3.25% | 1 |
|
|
2024
Q2 | $6.14M | Sell |
29,135
-302
| -1% | -$63.6K | 3.24% | 2 |
|
|
2024
Q1 | $5.05M | Sell |
29,437
-415
| -1% | -$71.2K | 2.65% | 2 |
|
|
2023
Q4 | $5.75M | Sell |
29,852
-2,836
| -9% | -$546K | 3.26% | 1 |
|
|
2023
Q3 | $5.6M | Buy |
32,688
+28
| +0.1% | +$4.79K | 3.32% | 1 |
|
|
2023
Q2 | $6.33M | Sell |
32,660
-331
| -1% | -$64.2K | 3.82% | 1 |
|
|
2023
Q1 | $5.44M | Sell |
32,991
-642
| -2% | -$106K | 3.41% | 1 |
|
|
2022
Q4 | $4.37M | Sell |
33,633
-194
| -0.6% | -$25.2K | 2.87% | 1 |
|
|
2022
Q3 | $4.68M | Sell |
33,827
-118
| -0.3% | -$16.3K | 3.46% | 1 |
|
|
2022
Q2 | $4.64M | Buy |
33,945
+527
| +2% | +$72.1K | 3.23% | 1 |
|
|
2022
Q1 | $5.84M | Sell |
33,418
-733
| -2% | -$128K | 3.71% | 1 |
|
|
2021
Q4 | $6.06M | Sell |
34,151
-73
| -0.2% | -$13K | 3.89% | 1 |
|
|
2021
Q3 | $4.84M | Sell |
34,224
-164
| -0.5% | -$23.2K | 3.49% | 1 |
|
|
2021
Q2 | $4.71M | Sell |
34,388
-116
| -0.3% | -$15.9K | 3.37% | 1 |
|
|
2021
Q1 | $4.22M | Buy |
34,504
+389
| +1% | +$47.5K | 3.27% | 1 |
|
|
2020
Q4 | $4.53M | Buy |
+34,115
| New | +$4.53M | 3.81% | 1 |
|