Motive 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 | $3.32M | Buy |
16,180
+1,778
| +12% | +$365K | 1.51% | 19 |
|
|
2025
Q1 | $3.2M | Sell |
14,402
-801
| -5% | -$178K | 1.71% | 17 |
|
|
2024
Q4 | $3.81M | Buy |
15,203
+1,852
| +14% | +$464K | 2.04% | 16 |
|
|
2024
Q3 | $2.81M | Hold |
13,351
| – | – | 1.69% | 19 |
|
|
2024
Q2 | $2.81M | Sell |
13,351
-165
| -1% | -$34.8K | 1.69% | 19 |
|
|
2024
Q1 | $2.32M | Buy |
13,516
+5,407
| +67% | +$927K | 1.4% | 18 |
|
|
2023
Q4 | $1.56M | Sell |
8,109
-2,309
| -22% | -$445K | 1.8% | 17 |
|
|
2023
Q3 | $1.78M | Sell |
10,418
-713
| -6% | -$122K | 1.96% | 17 |
|
|
2023
Q2 | $2.16M | Buy |
11,131
+248
| +2% | +$48.1K | 2.24% | 16 |
|
|
2023
Q1 | $1.79M | Sell |
10,883
-1,489
| -12% | -$246K | 1.96% | 18 |
|
|
2022
Q4 | $1.61M | Buy |
12,372
+638
| +5% | +$82.9K | 1.23% | 18 |
|
|
2022
Q3 | $1.62M | Buy |
11,734
+5,543
| +90% | +$766K | 1.31% | 19 |
|
|
2022
Q2 | $846K | Sell |
6,191
-2,500
| -29% | -$342K | 0.67% | 31 |
|
|
2022
Q1 | $1.52M | Buy |
8,691
+5,001
| +136% | +$873K | 1.04% | 23 |
|
|
2021
Q4 | $655K | Buy |
3,690
+362
| +11% | +$64.3K | 0.39% | 51 |
|
|
2021
Q3 | $471K | Buy |
3,328
+1,218
| +58% | +$172K | 0.32% | 55 |
|
|
2021
Q2 | $289K | Buy |
+2,110
| New | +$289K | 0.21% | 67 |
|