NewEdge 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 | $244M | Buy |
1,108,491
+33,032
| +3% | +$7.27M | 3.82% | 2 |
|
|
2025
Q1 | $239M | Sell |
1,075,459
-59,570
| -5% | -$13.2M | 4.33% | 2 |
|
|
2024
Q4 | $284M | Buy |
1,135,029
+62,864
| +6% | +$15.7M | 4.93% | 2 |
|
|
2024
Q3 | $250M | Buy |
1,072,165
+168,405
| +19% | +$39.2M | 4.51% | 2 |
|
|
2024
Q2 | $190M | Sell |
903,760
-57,273
| -6% | -$12.1M | 4.12% | 2 |
|
|
2024
Q1 | $166M | Buy |
961,033
+152,324
| +19% | +$26.4M | 3.73% | 2 |
|
|
2023
Q4 | $156M | Buy |
808,709
+112,980
| +16% | +$21.8M | 3.98% | 2 |
|
|
2023
Q3 | $119M | Buy |
695,729
+80,298
| +13% | +$13.7M | 3.77% | 2 |
|
|
2023
Q2 | $119M | Buy |
615,431
+55,184
| +10% | +$10.7M | 3.99% | 2 |
|
|
2023
Q1 | $92.4M | Buy |
560,247
+33,345
| +6% | +$5.5M | 3.51% | 2 |
|
|
2022
Q4 | $68.5M | Buy |
526,902
+17,183
| +3% | +$2.23M | 2.95% | 2 |
|
|
2022
Q3 | $70.4M | Buy |
509,719
+89,527
| +21% | +$12.4M | 3.33% | 2 |
|
|
2022
Q2 | $57.4M | Buy |
420,192
+48,995
| +13% | +$6.7M | 2.61% | 3 |
|
|
2022
Q1 | $64.8M | Buy |
371,197
+34,809
| +10% | +$6.08M | 2.88% | 5 |
|
|
2021
Q4 | $59.7M | Buy |
336,388
+70,956
| +27% | +$12.6M | 2.5% | 9 |
|
|
2021
Q3 | $37.6M | Buy |
265,432
+79,068
| +42% | +$11.2M | 2.24% | 9 |
|
|
2021
Q2 | $25.5M | Buy |
186,364
+23,157
| +14% | +$3.17M | 1.95% | 9 |
|
|
2021
Q1 | $19.9M | Buy |
163,207
+113,512
| +228% | +$13.9M | 1.98% | 9 |
|
|
2020
Q4 | $6.59M | Buy |
+49,695
| New | +$6.59M | 2.03% | 12 |
|