Peloton Wealth Strategists’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Buy |
2,682
+75
| +3% | +$15.4K | 0.22% | 74 |
|
|
2025
Q1 | $579K | Hold |
2,607
| – | – | 0.24% | 75 |
|
|
2024
Q4 | $653K | Buy |
2,607
+248
| +11% | +$62.1K | 0.26% | 72 |
|
|
2024
Q3 | $550K | Hold |
2,359
| – | – | 0.22% | 76 |
|
|
2024
Q2 | $497K | Sell |
2,359
-290
| -11% | -$61.1K | 0.2% | 78 |
|
|
2024
Q1 | $454K | Hold |
2,649
| – | – | 0.18% | 77 |
|
|
2023
Q4 | $510K | Sell |
2,649
-125
| -5% | -$24.1K | 0.22% | 75 |
|
|
2023
Q3 | $475K | Buy |
2,774
+435
| +19% | +$74.5K | 0.22% | 76 |
|
|
2023
Q2 | $454K | Sell |
2,339
-204
| -8% | -$39.6K | 0.2% | 77 |
|
|
2023
Q1 | $419K | Hold |
2,543
| – | – | 0.19% | 73 |
|
|
2022
Q4 | $330K | Hold |
2,543
| – | – | 0.16% | 78 |
|
|
2022
Q3 | $351K | Hold |
2,543
| – | – | 0.18% | 74 |
|
|
2022
Q2 | $348K | Buy |
2,543
+408
| +19% | +$55.8K | 0.17% | 75 |
|
|
2022
Q1 | $373K | Hold |
2,135
| – | – | 0.16% | 74 |
|
|
2021
Q4 | $379K | Hold |
2,135
| – | – | 0.15% | 77 |
|
|
2021
Q3 | $302K | Hold |
2,135
| – | – | 0.12% | 81 |
|
|
2021
Q2 | $292K | Buy |
+2,135
| New | +$292K | 0.12% | 79 |
|
|
2019
Q2 | – | Sell |
-10,400
| Closed | -$494K | – | 67 |
|
|
2019
Q1 | $494K | Hold |
10,400
| – | – | 0.34% | 55 |
|
|
2018
Q4 | $410K | Buy |
+10,400
| New | +$410K | 0.33% | 55 |
|
|
2018
Q1 | – | Sell |
-62,400
| Closed | -$2.64M | – | 62 |
|
|
2017
Q4 | $2.64M | Sell |
62,400
-4,200
| -6% | -$178K | 1.96% | 22 |
|
|
2017
Q3 | $2.57M | Sell |
66,600
-13,800
| -17% | -$532K | 1.98% | 19 |
|
|
2017
Q2 | $2.9M | Hold |
80,400
| – | – | 2.24% | 16 |
|
|
2017
Q1 | $2.89M | Sell |
80,400
-19,200
| -19% | -$690K | 2.38% | 10 |
|
|
2016
Q4 | $2.88M | Hold |
99,600
| – | – | 2.35% | 9 |
|
|
2016
Q3 | $2.82M | Buy |
+99,600
| New | +$2.82M | 2.34% | 12 |
|
|
2016
Q1 | $2.67M | Buy |
98,024
+84,468
| +623% | +$2.3M | 2.26% | 13 |
|
|
2015
Q4 | $357K | Buy |
13,556
+340
| +3% | +$8.95K | 0.31% | 71 |
|
|
2015
Q3 | $364K | Buy |
13,216
+2,604
| +25% | +$71.7K | 0.32% | 70 |
|
|
2015
Q2 | $333K | Hold |
10,612
| – | – | 0.27% | 69 |
|
|
2015
Q1 | $330K | Buy |
10,612
+4
| +0% | +$124 | 0.26% | 69 |
|
|
2014
Q4 | $293K | Buy |
10,608
+4
| +0% | +$110 | 0.22% | 72 |
|
|
2014
Q3 | $267K | Sell |
10,604
-86,196
| -89% | -$2.17M | 0.21% | 74 |
|
|
2014
Q2 | $2.31M | Buy |
96,800
+85,544
| +760% | +$2.04M | 2.04% | 19 |
|
|
2014
Q1 | $216K | Buy |
+11,256
| New | +$216K | 0.18% | 77 |
|