Newton One Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
9,963
-471
| -5% | -$96.6K | 0.64% | 18 |
|
|
2025
Q1 | $2.32M | Buy |
10,434
+11
| +0.1% | +$2.44K | 0.83% | 18 |
|
|
2024
Q4 | $2.61M | Buy |
10,423
+132
| +1% | +$33.1K | 1.01% | 17 |
|
|
2024
Q3 | $2.4M | Buy |
10,291
+426
| +4% | +$99.3K | 0.96% | 17 |
|
|
2024
Q2 | $2.08M | Buy |
9,865
+12
| +0.1% | +$2.53K | 0.9% | 19 |
|
|
2024
Q1 | $1.69M | Buy |
9,853
+13
| +0.1% | +$2.23K | 0.74% | 20 |
|
|
2023
Q4 | $1.89M | Sell |
9,840
-2,227
| -18% | -$429K | 0.87% | 19 |
|
|
2023
Q3 | $2.07M | Buy |
12,067
+17
| +0.1% | +$2.91K | 1.23% | 17 |
|
|
2023
Q2 | $2.34M | Buy |
12,050
+16
| +0.1% | +$3.1K | 1.34% | 17 |
|
|
2023
Q1 | $1.98M | Hold |
12,034
| – | – | 1.19% | 17 |
|
|
2022
Q4 | $1.56M | Hold |
12,034
| – | – | 1.01% | 19 |
|
|
2022
Q3 | $1.66M | Hold |
12,034
| – | – | 1.18% | 17 |
|
|
2022
Q2 | $1.65M | Hold |
12,034
| – | – | 1.22% | 17 |
|
|
2022
Q1 | $2.1M | Hold |
12,034
| – | – | 1.53% | 15 |
|
|
2021
Q4 | $2.14M | Buy |
12,034
+4
| +0% | +$710 | 1.51% | 15 |
|
|
2021
Q3 | $1.7M | Buy |
12,030
+4
| +0% | +$566 | 1.27% | 16 |
|
|
2021
Q2 | $1.65M | Buy |
12,026
+5
| +0% | +$685 | 1.31% | 16 |
|
|
2021
Q1 | $1.47M | Buy |
12,021
+4
| +0% | +$488 | 1.3% | 16 |
|
|
2020
Q4 | $1.6M | Buy |
+12,017
| New | +$1.6M | 1.57% | 14 |
|