Presilium Private Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
5,904
-113
| -2% | -$23.2K | 0.25% | 25 |
|
|
2025
Q1 | $1.34M | Sell |
6,017
-187
| -3% | -$41.5K | 0.3% | 27 |
|
|
2024
Q4 | $1.55M | Buy |
6,204
+25
| +0.4% | +$6.26K | 0.36% | 28 |
|
|
2024
Q3 | $1.44M | Hold |
6,179
| – | – | 0.33% | 29 |
|
|
2024
Q2 | $1.3M | Sell |
6,179
-80
| -1% | -$16.9K | 0.33% | 30 |
|
|
2024
Q1 | $1.07M | Sell |
6,259
-604
| -9% | -$104K | 0.28% | 32 |
|
|
2023
Q4 | $1.32M | Hold |
6,863
| – | – | 0.38% | 30 |
|
|
2023
Q3 | $1.18M | Hold |
6,863
| – | – | 0.37% | 20 |
|
|
2023
Q2 | $1.33M | Sell |
6,863
-1,225
| -15% | -$238K | 0.46% | 20 |
|
|
2023
Q1 | $1.33M | Buy |
8,088
+197
| +2% | +$32.5K | 0.51% | 18 |
|
|
2022
Q4 | $1.03M | Buy |
+7,891
| New | +$1.03M | 0.43% | 21 |
|