Napa Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
7,409
-1,281
| -15% | -$263K | 0.73% | 39 |
|
|
2025
Q1 | $1.93M | Sell |
8,690
-12,984
| -60% | -$2.88M | 1.09% | 29 |
|
|
2024
Q4 | $5.43M | Sell |
21,674
-4,841
| -18% | -$1.21M | 2.35% | 4 |
|
|
2024
Q3 | $6.18M | Buy |
26,515
+20,092
| +313% | +$4.68M | 2.92% | 3 |
|
|
2024
Q2 | $1.35M | Sell |
6,423
-2,261
| -26% | -$476K | 0.91% | 22 |
|
|
2024
Q1 | $1.49M | Sell |
8,684
-701
| -7% | -$120K | 0.78% | 12 |
|
|
2023
Q4 | $1.81M | Buy |
+9,385
| New | +$1.81M | 0.98% | 28 |
|