NRI 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 | $7.1M | Buy |
34,595
+516
| +2% | +$106K | 4.28% | 6 |
|
2025
Q1 | $7.57M | Buy |
34,079
+1,098
| +3% | +$244K | 5.6% | 5 |
|
2024
Q4 | $8.26M | Buy |
+32,981
| New | +$8.26M | 5.7% | 6 |
|
2024
Q2 | $6.41M | Buy |
30,420
+508
| +2% | +$107K | 4.97% | 6 |
|
2024
Q1 | $5.13M | Buy |
29,912
+5,875
| +24% | +$1.01M | 4.33% | 6 |
|
2023
Q4 | $4.63M | Buy |
+24,037
| New | +$4.63M | 4.62% | 6 |
|