Peterson Wealth Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Sell |
97,388
-2,555
| -3% | -$524K | 5.47% | 3 |
|
|
2025
Q1 | $22.2M | Buy |
99,943
+1,896
| +2% | +$421K | 6.88% | 2 |
|
|
2024
Q4 | $24.6M | Sell |
98,047
-747
| -0.8% | -$187K | 7.37% | 1 |
|
|
2024
Q3 | $23M | Buy |
98,794
+1,411
| +1% | +$329K | 7.35% | 1 |
|
|
2024
Q2 | $20.5M | Buy |
97,383
+1,126
| +1% | +$237K | 7.17% | 1 |
|
|
2024
Q1 | $16.5M | Buy |
96,257
+1,688
| +2% | +$289K | 6.01% | 1 |
|
|
2023
Q4 | $18.2M | Buy |
+94,569
| New | +$18.2M | 7.81% | 1 |
|
|
2023
Q3 | – | Sell |
-86,521
| Closed | -$16.8M | – | 64 |
|
|
2023
Q2 | $16.8M | Buy |
86,521
+443
| +0.5% | +$85.9K | 8.06% | 1 |
|
|
2023
Q1 | $14.2M | Buy |
86,078
+5,062
| +6% | +$835K | 7.3% | 1 |
|
|
2022
Q4 | $10.5M | Buy |
81,016
+708
| +0.9% | +$92K | 6.03% | 2 |
|
|
2022
Q3 | $11.1M | Buy |
80,308
+2,683
| +3% | +$371K | 7.87% | 1 |
|
|
2022
Q2 | $10.6M | Buy |
77,625
+1,443
| +2% | +$197K | 7.65% | 1 |
|
|
2022
Q1 | $13.3M | Buy |
76,182
+1,365
| +2% | +$238K | 8.18% | 1 |
|
|
2021
Q4 | $13.3M | Buy |
+74,817
| New | +$13.3M | 8.81% | 1 |
|