Perissos Private 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 | $469K | Sell |
2,285
-228
| -9% | -$46.8K | 0.37% | 49 |
|
|
2025
Q1 | $558K | Sell |
2,513
-10,417
| -81% | -$2.31M | 0.51% | 44 |
|
|
2024
Q4 | $3.24M | Sell |
12,930
-13
| -0.1% | -$3.26K | 2.42% | 8 |
|
|
2024
Q3 | $3.02M | Buy |
12,943
+3,737
| +41% | +$871K | 2.42% | 10 |
|
|
2024
Q2 | $1.94M | Sell |
9,206
-137
| -1% | -$28.9K | 1.74% | 16 |
|
|
2024
Q1 | $1.6M | Buy |
+9,343
| New | +$1.6M | 1.45% | 23 |
|