Outlook Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.97M | Buy |
23,520
+311
| +1% | +$80.9K | 1.44% | 13 |
|
|
2025
Q4 | $6.31M | Buy |
23,209
+1,946
| +9% | +$522K | 1.43% | 16 |
|
|
2025
Q3 | $5.41M | Sell |
21,263
-1,932
| -8% | -$436K | 1.35% | 13 |
|
|
2025
Q2 | $4.76M | Buy |
23,195
+57
| +0.2% | +$11.5K | 1.22% | 15 |
|
|
2025
Q1 | $5.14M | Sell |
23,138
-234
| -1% | -$54.2K | 1.43% | 15 |
|
|
2024
Q4 | $5.85M | Sell |
23,372
-245
| -1% | -$57.7K | 1.68% | 13 |
|
|
2024
Q3 | $5.5M | Sell |
23,617
-730
| -3% | -$163K | 1.58% | 14 |
|
|
2024
Q2 | $5.13M | Buy |
24,347
+1,178
| +5% | +$220K | 1.6% | 12 |
|
|
2024
Q1 | $3.97M | Sell |
23,169
-60
| -0.3% | -$10.9K | 1.23% | 17 |
|
|
2023
Q4 | $4.47M | Sell |
23,229
-2,116
| -8% | -$391K | 1.56% | 17 |
|
|
2023
Q3 | $4.34M | Buy |
25,345
+1,243
| +5% | +$228K | 1.66% | 15 |
|
|
2023
Q2 | $4.68M | Buy |
24,102
+2,480
| +11% | +$432K | 1.77% | 14 |
|
|
2023
Q1 | $3.57M | Buy |
21,622
+326
| +2% | +$48.1K | 1.59% | 12 |
|
|
2022
Q4 | $2.77M | Sell |
21,296
-21
| -0.1% | -$3K | 1.31% | 16 |
|
|
2022
Q3 | $2.95M | Sell |
21,317
-42
| -0.2% | -$6.59K | 1.32% | 18 |
|
|
2022
Q2 | $2.92M | Buy |
21,359
+752
| +4% | +$114K | 1.19% | 20 |
|
|
2022
Q1 | $3.6M | Buy |
20,607
+340
| +2% | +$57.2K | 1.2% | 18 |
|
|
2021
Q4 | $3.6M | Buy |
20,267
+117
| +0.6% | +$18.5K | 1.06% | 21 |
|
|
2021
Q3 | $2.85M | Buy |
20,150
+796
| +4% | +$117K | 0.93% | 28 |
|
|
2021
Q2 | $2.65M | Buy |
19,354
+2,325
| +14% | +$301K | 0.85% | 32 |
|
|
2021
Q1 | $2.08M | Buy |
17,029
+463
| +3% | +$59.4K | 0.72% | 35 |
|
|
2020
Q4 | $2.2M | Sell |
16,566
-555
| -3% | -$66.8K | 0.8% | 28 |
|
|
2020
Q3 | $1.98M | Buy |
17,121
+405
| +2% | +$44.2K | 0.79% | 29 |
|
|
2020
Q2 | $1.52M | Buy |
16,716
+432
| +3% | +$33.5K | 0.65% | 43 |
|
|
2020
Q1 | $1.03M | Buy |
16,284
+5,208
| +47% | +$383K | 0.58% | 46 |
|
|
2019
Q4 | $773K | Sell |
11,076
-7,140
| -39% | -$459K | 0.44% | 46 |
|
|
2019
Q3 | $1.02M | Sell |
18,216
-172
| -0.9% | -$8.99K | 0.61% | 41 |
|
|
2019
Q2 | $910K | Buy |
18,388
+5,768
| +46% | +$281K | 0.6% | 41 |
|
|
2019
Q1 | $599K | Buy |
12,620
+9,548
| +311% | +$405K | 0.49% | 56 |
|
|
2018
Q4 | $1.21M | Buy |
+3,072
| New | +$149K | 0.55% | 43 |
|
Other funds holding AAPL
VCM
VPM
