Moneywise Inc’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Buy |
2,976
+1,461
| +96% | +$300K | 0.29% | 51 |
|
|
2025
Q1 | $337K | Sell |
1,515
-1,365
| -47% | -$303K | 0.18% | 49 |
|
|
2024
Q4 | $721K | Sell |
2,880
-9
| -0.3% | -$2.25K | 0.36% | 38 |
|
|
2024
Q3 | $673K | Buy |
2,889
+392
| +16% | +$91.3K | 0.33% | 42 |
|
|
2024
Q2 | $526K | Buy |
2,497
+52
| +2% | +$11K | 0.28% | 43 |
|
|
2024
Q1 | $419K | Sell |
2,445
-32
| -1% | -$5.49K | 0.23% | 44 |
|
|
2023
Q4 | $477K | Buy |
2,477
+2
| +0.1% | +$385 | 0.27% | 36 |
|
|
2023
Q3 | $424K | Sell |
2,475
-12
| -0.5% | -$2.05K | 0.27% | 33 |
|
|
2023
Q2 | $482K | Sell |
2,487
-6
| -0.2% | -$1.16K | 0.3% | 31 |
|
|
2023
Q1 | $411K | Buy |
2,493
+127
| +5% | +$20.9K | 0.27% | 34 |
|
|
2022
Q4 | $307K | Buy |
2,366
+3
| +0.1% | +$390 | 0.23% | 37 |
|
|
2022
Q3 | $327K | Buy |
2,363
+2
| +0.1% | +$277 | 0.27% | 37 |
|
|
2022
Q2 | $323K | Buy |
2,361
+3
| +0.1% | +$410 | 0.25% | 38 |
|
|
2022
Q1 | $412K | Sell |
2,358
-330
| -12% | -$57.7K | 0.27% | 33 |
|
|
2021
Q4 | $477K | Sell |
2,688
-860
| -24% | -$153K | 0.31% | 32 |
|
|
2021
Q3 | $502K | Sell |
3,548
-693
| -16% | -$98.1K | 0.33% | 30 |
|
|
2021
Q2 | $581K | Buy |
4,241
+6
| +0.1% | +$822 | 0.4% | 30 |
|
|
2021
Q1 | $517K | Buy |
4,235
+542
| +15% | +$66.2K | 0.35% | 34 |
|
|
2020
Q4 | $490K | Buy |
3,693
+31
| +0.8% | +$4.11K | 0.35% | 33 |
|
|
2020
Q3 | $424K | Sell |
3,662
-62
| -2% | -$7.18K | 0.34% | 32 |
|
|
2020
Q2 | $340K | Sell |
3,724
-612
| -14% | -$55.9K | 0.27% | 32 |
|
|
2020
Q1 | $276K | Hold |
4,336
| – | – | 0.24% | 35 |
|
|
2019
Q4 | $243K | Buy |
4,336
+12
| +0.3% | +$673 | 0.18% | 35 |
|
|
2019
Q3 | $242K | Hold |
4,324
| – | – | 0.2% | 36 |
|
|
2019
Q2 | $214K | Buy |
+4,324
| New | +$214K | 0.16% | 39 |
|