PACK Private 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 | $510K | Sell |
2,485
-125
| -5% | -$25.6K | 0.27% | 22 |
|
|
2025
Q1 | $580K | Hold |
2,610
| – | – | 0.34% | 19 |
|
|
2024
Q4 | $654K | Hold |
2,610
| – | – | 0.38% | 18 |
|
|
2024
Q3 | $608K | Sell |
2,610
-90
| -3% | -$21K | 0.34% | 18 |
|
|
2024
Q2 | $569K | Buy |
2,700
+121
| +5% | +$25.5K | 0.35% | 18 |
|
|
2024
Q1 | $442K | Sell |
2,579
-18
| -0.7% | -$3.09K | 0.28% | 23 |
|
|
2023
Q4 | $500K | Sell |
2,597
-108
| -4% | -$20.8K | 0.34% | 19 |
|
|
2023
Q3 | $470K | Hold |
2,705
| – | – | 0.35% | 19 |
|
|
2023
Q2 | $525K | Hold |
2,705
| – | – | 0.39% | 19 |
|
|
2023
Q1 | $446K | Hold |
2,705
| – | – | 0.35% | 18 |
|
|
2022
Q4 | $351K | Hold |
2,705
| – | – | 0.3% | 22 |
|
|
2022
Q3 | $374K | Sell |
2,705
-17
| -0.6% | -$2.35K | 0.35% | 22 |
|
|
2022
Q2 | $372K | Sell |
2,722
-65
| -2% | -$8.88K | 0.34% | 22 |
|
|
2022
Q1 | $487K | Sell |
2,787
-62
| -2% | -$10.8K | 0.4% | 21 |
|
|
2021
Q4 | $506K | Buy |
+2,849
| New | +$506K | 0.4% | 20 |
|