Money Concepts Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23M | Sell |
112,330
-2,618
| -2% | -$537K | 1.54% | 10 |
|
|
2025
Q1 | $25.5M | Buy |
114,948
+144
| +0.1% | +$32K | 1.91% | 9 |
|
|
2024
Q4 | $28.7M | Sell |
114,804
-5,507
| -5% | -$1.38M | 2.14% | 9 |
|
|
2024
Q3 | $28M | Sell |
120,311
-2,851
| -2% | -$664K | 2.13% | 9 |
|
|
2024
Q2 | $25.9M | Sell |
123,162
-1,850
| -1% | -$390K | 2.18% | 7 |
|
|
2024
Q1 | $21.4M | Sell |
125,012
-249
| -0.2% | -$42.7K | 1.98% | 4 |
|
|
2023
Q4 | $24.1M | Sell |
125,261
-1,610
| -1% | -$310K | 2.24% | 6 |
|
|
2023
Q3 | $21.7M | Sell |
126,871
-939
| -0.7% | -$161K | 2.28% | 4 |
|
|
2023
Q2 | $24.8M | Sell |
127,810
-16,259
| -11% | -$3.15M | 2.52% | 2 |
|
|
2023
Q1 | $23.8M | Sell |
144,069
-166,403
| -54% | -$27.5M | 1.33% | 24 |
|
|
2022
Q4 | $40.3M | Buy |
310,472
+165,978
| +115% | +$21.6M | 1.8% | 2 |
|
|
2022
Q3 | $20M | Buy |
144,494
+15,230
| +12% | +$2.1M | 1.18% | 26 |
|
|
2022
Q2 | $18M | Sell |
129,264
-149,462
| -54% | -$20.8M | 1.6% | 10 |
|
|
2022
Q1 | $48.7M | Buy |
278,726
+150,570
| +117% | +$26.3M | 2.74% | 3 |
|
|
2021
Q4 | $22.8M | Buy |
+128,156
| New | +$22.8M | 1.92% | 7 |
|
|
2021
Q1 | $16.4M | Buy |
134,301
+3,068
| +2% | +$375K | 1.31% | 15 |
|
|
2020
Q4 | $17.4M | Buy |
+131,233
| New | +$17.4M | 1.61% | 5 |
|