Olistico 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 | $12M | Buy |
58,718
+286
| +0.5% | +$58.7K | 6.69% | 3 |
|
|
2025
Q1 | $13M | Sell |
58,432
-4,300
| -7% | -$955K | 8.02% | 3 |
|
|
2024
Q4 | $15.7M | Buy |
62,732
+1,078
| +2% | +$270K | 9.14% | 2 |
|
|
2024
Q3 | $14.4M | Sell |
61,654
-2,621
| -4% | -$611K | 8.78% | 2 |
|
|
2024
Q2 | $13.5M | Buy |
64,275
+801
| +1% | +$169K | 8.63% | 2 |
|
|
2024
Q1 | $10.9M | Sell |
63,474
-4,107
| -6% | -$704K | 7.86% | 2 |
|
|
2023
Q4 | $13M | Buy |
67,581
+4,005
| +6% | +$771K | 10.16% | 1 |
|
|
2023
Q3 | $10.9M | Buy |
63,576
+932
| +1% | +$160K | 9.72% | 1 |
|
|
2023
Q2 | $12.2M | Sell |
62,644
-2,432
| -4% | -$472K | 10.39% | 1 |
|
|
2023
Q1 | $10.7M | Buy |
65,076
+86
| +0.1% | +$14.2K | 10.29% | 1 |
|
|
2022
Q4 | $8.44M | Buy |
+64,990
| New | +$8.44M | 9.14% | 1 |
|