Palumbo Wealth Management’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 | $17.6M | Buy |
69,259
+3,904
| +6% | +$1.02M | 4.29% | 4 |
|
|
2025
Q4 | $17.8M | Buy |
65,355
+328
| +0.5% | +$88.1K | 4.38% | 4 |
|
|
2025
Q3 | $15.3M | Buy |
65,027
+8,229
| +14% | +$1.86M | 4.9% | 3 |
|
|
2025
Q2 | $11.7M | Buy |
56,798
+4,331
| +8% | +$875K | 3.61% | 4 |
|
|
2025
Q1 | $11.7M | Buy |
52,467
+7,341
| +16% | +$1.7M | 3.9% | 4 |
|
|
2024
Q4 | $11.3M | Buy |
45,126
+967
| +2% | +$228K | 4.22% | 4 |
|
|
2024
Q3 | $10.3M | Sell |
44,159
-134
| -0.3% | -$29.9K | 4% | 5 |
|
|
2024
Q2 | $9.33M | Buy |
44,293
+119
| +0.3% | +$22.2K | 3.94% | 5 |
|
|
2024
Q1 | $7.58M | Sell |
44,174
-366
| -0.8% | -$66.5K | 3.39% | 6 |
|
|
2023
Q4 | $8.58M | Buy |
44,540
+247
| +0.6% | +$45.6K | 4.38% | 6 |
|
|
2023
Q3 | $7.58M | Sell |
44,293
-365
| -0.8% | -$66.9K | 4.17% | 6 |
|
|
2023
Q2 | $8.66M | Buy |
44,658
+1,313
| +3% | +$229K | 5.3% | 6 |
|
|
2023
Q1 | $7.15M | Buy |
43,345
+16,035
| +59% | +$2.37M | 4.75% | 7 |
|
|
2022
Q4 | $3.55M | Buy |
27,310
+1,722
| +7% | +$246K | 2.82% | 9 |
|
|
2022
Q3 | $3.54M | Buy |
25,588
+5
| +0% | +$785 | 2.99% | 11 |
|
|
2022
Q2 | $3.5M | Buy |
25,583
+1,315
| +5% | +$199K | 2.78% | 10 |
|
|
2022
Q1 | $4.24M | Sell |
24,268
-364
| -1% | -$61.2K | 2.72% | 12 |
|
|
2021
Q4 | $4.37M | Buy |
24,632
+148
| +0.6% | +$23.4K | 2.74% | 9 |
|
|
2021
Q3 | $3.46M | Sell |
24,484
-232
| -0.9% | -$34.2K | 2.28% | 9 |
|
|
2021
Q2 | $3.38M | Sell |
24,716
-261
| -1% | -$33.8K | 2.27% | 9 |
|
|
2021
Q1 | $3.05M | Buy |
24,977
+404
| +2% | +$51.9K | 2.3% | 8 |
|
|
2020
Q4 | $3.26M | Buy |
+24,573
| New | +$2.96M | 2.63% | 8 |
|
Other funds holding AAPL
VCM
VPM
