National Wealth Management Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.23M | Buy |
14,537
+3,778
| +35% | +$839K | 2.12% | 11 |
|
|
2024
Q4 | $2.69M | Buy |
10,759
+3,335
| +45% | +$835K | 1.79% | 14 |
|
|
2024
Q3 | $1.73M | Sell |
7,424
-217
| -3% | -$50.6K | 1.17% | 21 |
|
|
2024
Q2 | $1.61M | Buy |
7,641
+852
| +13% | +$179K | 1.23% | 24 |
|
|
2024
Q1 | $1.16M | Sell |
6,789
-3,377
| -33% | -$579K | 0.91% | 28 |
|
|
2023
Q4 | $1.96M | Buy |
10,166
+3,321
| +49% | +$639K | 1.89% | 13 |
|
|
2023
Q3 | $1.17M | Sell |
6,845
-87
| -1% | -$14.9K | 1.27% | 23 |
|
|
2023
Q2 | $1.25M | Buy |
6,932
+566
| +9% | +$102K | 1.3% | 22 |
|
|
2023
Q1 | $1.1M | Sell |
6,366
-1,686
| -21% | -$291K | 1.26% | 22 |
|
|
2022
Q4 | $1.05M | Sell |
8,052
-1,736
| -18% | -$226K | 1.25% | 18 |
|
|
2022
Q3 | $1.35M | Buy |
9,788
+3,554
| +57% | +$491K | 1.76% | 12 |
|
|
2022
Q2 | $852K | Sell |
6,234
-1,102
| -15% | -$151K | 1.07% | 22 |
|
|
2022
Q1 | $1.28M | Buy |
7,336
+275
| +4% | +$48K | 1.24% | 21 |
|
|
2021
Q4 | $1.25M | Buy |
+7,061
| New | +$1.25M | 1.17% | 25 |
|