Pursue Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Buy |
19,888
+1,074
| +6% | +$220K | 2.32% | 9 |
|
|
2025
Q1 | $4.18M | Sell |
18,814
-1,307
| -6% | -$290K | 2.54% | 10 |
|
|
2024
Q4 | $5.04M | Sell |
20,121
-14,434
| -42% | -$3.61M | 2.88% | 9 |
|
|
2024
Q3 | $8.05M | Buy |
34,555
+7,434
| +27% | +$1.73M | 4.4% | 4 |
|
|
2024
Q2 | $5.71M | Buy |
27,121
+1,049
| +4% | +$221K | 3.12% | 9 |
|
|
2024
Q1 | $4.47M | Sell |
26,072
-973
| -4% | -$167K | 2.63% | 11 |
|
|
2023
Q4 | $5.21M | Sell |
27,045
-1,100
| -4% | -$212K | 3.37% | 8 |
|
|
2023
Q3 | $4.82M | Buy |
28,145
+1,316
| +5% | +$225K | 3.41% | 8 |
|
|
2023
Q2 | $5.2M | Sell |
26,829
-465
| -2% | -$90.2K | 3.27% | 6 |
|
|
2023
Q1 | $4.5M | Buy |
27,294
+1,479
| +6% | +$244K | 3.07% | 5 |
|
|
2022
Q4 | $3.35M | Sell |
25,815
-17,220
| -40% | -$2.24M | 2.59% | 7 |
|
|
2022
Q3 | $5.95M | Sell |
43,035
-125
| -0.3% | -$17.3K | 4.28% | 3 |
|
|
2022
Q2 | $5.9M | Sell |
43,160
-7,304
| -14% | -$999K | 3.76% | 4 |
|
|
2022
Q1 | $8.69M | Sell |
50,464
-7,874
| -13% | -$1.36M | 3.59% | 5 |
|
|
2021
Q4 | $10.4M | Buy |
+58,338
| New | +$10.4M | 4.01% | 4 |
|