Passive Capital 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
$1.52M Sell
7,323
-136
-2% -$28.3K 0.47% 28
2025
Q1
$1.66M Buy
7,459
+3,476
+87% +$772K 0.52% 26
2024
Q4
$997K Sell
3,983
-282
-7% -$70.6K 0.35% 32
2024
Q3
$994K Buy
4,265
+21
+0.5% +$4.89K 0.35% 31
2024
Q2
$894K Buy
4,244
+1,462
+53% +$308K 0.33% 32
2024
Q1
$477K Hold
2,782
0.19% 37
2023
Q4
$536K Hold
2,782
0.22% 37
2023
Q3
$476K Hold
2,782
0.21% 36
2023
Q2
$540K Sell
2,782
-2,044
-42% -$396K 0.23% 33
2023
Q1
$796K Buy
4,826
+2,805
+139% +$463K 0.35% 29
2022
Q4
$263K Hold
2,021
0.12% 47
2022
Q3
$279K Sell
2,021
-559
-22% -$77.3K 0.15% 41
2022
Q2
$353K Sell
2,580
-500
-16% -$68.4K 0.18% 36
2022
Q1
$538K Buy
3,080
+560
+22% +$97.8K 0.29% 29
2021
Q4
$447K Buy
+2,520
New +$447K 0.25% 32