Partnership 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 | $870K | Buy |
4,240
+1
| +0% | +$205 | 0.7% | 34 |
|
|
2025
Q1 | $942K | Sell |
4,239
-435
| -9% | -$96.6K | 0.8% | 32 |
|
|
2024
Q4 | $1.17M | Sell |
4,674
-199
| -4% | -$49.8K | 0.97% | 27 |
|
|
2024
Q3 | $1.14M | Buy |
4,873
+1
| +0% | +$233 | 0.8% | 26 |
|
|
2024
Q2 | $1.03M | Buy |
4,872
+1
| +0% | +$211 | 0.76% | 35 |
|
|
2024
Q1 | $835K | Buy |
4,871
+1
| +0% | +$171 | 0.59% | 47 |
|
|
2023
Q4 | $898K | Buy |
+4,870
| New | +$898K | 0.68% | 41 |
|