Peterson 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
Q1 | $2.3M | Sell |
10,366
-15,558
| -60% | -$3.46M | 1.55% | 23 |
|
|
2024
Q4 | $6.49M | Buy |
25,924
+1,911
| +8% | +$479K | 3.86% | 9 |
|
|
2024
Q3 | $5.6M | Buy |
24,013
+121
| +0.5% | +$28.2K | 3.58% | 10 |
|
|
2024
Q2 | $5.03M | Buy |
23,892
+379
| +2% | +$79.8K | 3.11% | 11 |
|
|
2024
Q1 | $4.03M | Buy |
23,513
+12,069
| +105% | +$2.07M | 2.91% | 10 |
|
|
2023
Q4 | $2.2M | Buy |
11,444
+1,357
| +13% | +$261K | 1.98% | 15 |
|
|
2023
Q3 | $1.73M | Buy |
10,087
+2,138
| +27% | +$366K | 1.42% | 20 |
|
|
2023
Q2 | $1.54M | Sell |
7,949
-262
| -3% | -$50.8K | 1.22% | 22 |
|
|
2023
Q1 | $1.35M | Sell |
8,211
-1,610
| -16% | -$265K | 1.3% | 22 |
|
|
2022
Q4 | $1.28M | Buy |
9,821
+728
| +8% | +$94.6K | 1.3% | 23 |
|
|
2022
Q3 | $1.26M | Buy |
9,093
+3,302
| +57% | +$456K | 1.17% | 25 |
|
|
2022
Q2 | $792K | Sell |
5,791
-4,567
| -44% | -$625K | 1.02% | 26 |
|
|
2022
Q1 | $1.81M | Sell |
10,358
-2,623
| -20% | -$458K | 1.21% | 24 |
|
|
2021
Q4 | $2.31M | Buy |
12,981
+493
| +4% | +$87.5K | 1.54% | 23 |
|
|
2021
Q3 | $1.77M | Buy |
12,488
+243
| +2% | +$34.4K | 1.37% | 26 |
|
|
2021
Q2 | $1.68M | Sell |
12,245
-2,798
| -19% | -$383K | 1.31% | 26 |
|
|
2021
Q1 | $1.84M | Buy |
15,043
+7,667
| +104% | +$937K | 1.56% | 19 |
|
|
2020
Q4 | $979K | Buy |
7,376
+1,161
| +19% | +$154K | 0.79% | 28 |
|
|
2020
Q3 | $720K | Buy |
6,215
+367
| +6% | +$42.5K | 0.64% | 30 |
|
|
2020
Q2 | $533K | Buy |
5,848
+2,360
| +68% | +$215K | 0.53% | 33 |
|
|
2020
Q1 | $222K | Buy |
+3,488
| New | +$222K | 0.27% | 40 |
|