Naviter Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Sell |
104,702
-14,380
| -12% | -$2.95M | 2.65% | 6 |
|
|
2025
Q1 | $25.9M | Sell |
119,082
-2,706
| -2% | -$590K | 3.15% | 3 |
|
|
2024
Q4 | $30.5M | Buy |
121,788
+18,929
| +18% | +$4.74M | 3.68% | 3 |
|
|
2024
Q3 | $24M | Sell |
102,859
-1,184
| -1% | -$276K | 3.34% | 3 |
|
|
2024
Q2 | $21.9M | Buy |
104,043
+12,955
| +14% | +$2.73M | 3.27% | 4 |
|
|
2024
Q1 | $15.6M | Buy |
91,088
+18,441
| +25% | +$3.16M | 2.56% | 7 |
|
|
2023
Q4 | $14M | Buy |
72,647
+12,647
| +21% | +$2.43M | 2.81% | 6 |
|
|
2023
Q3 | $10.3M | Buy |
60,000
+184
| +0.3% | +$31.5K | 2.48% | 8 |
|
|
2023
Q2 | $11.6M | Buy |
59,816
+10,646
| +22% | +$2.07M | 2.95% | 6 |
|
|
2023
Q1 | $8.11M | Sell |
49,170
-10,558
| -18% | -$1.74M | 2.84% | 7 |
|
|
2022
Q4 | $8.51M | Buy |
59,728
+10,715
| +22% | +$1.53M | 2.34% | 9 |
|
|
2022
Q3 | $6.77M | Sell |
49,013
-1,843
| -4% | -$255K | 2.76% | 8 |
|
|
2022
Q2 | $6.95M | Buy |
50,856
+46,300
| +1,016% | +$6.33M | 2.85% | 7 |
|
|
2022
Q1 | $796K | Sell |
4,556
-35
| -0.8% | -$6.12K | 0.27% | 58 |
|
|
2021
Q4 | $815K | Buy |
+4,591
| New | +$815K | 0.24% | 62 |
|