Rede 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 | $10.2M | Sell |
49,505
-107
| -0.2% | -$22K | 3.67% | 2 |
|
|
2025
Q1 | $11M | Sell |
49,612
-58
| -0.1% | -$12.9K | 3.89% | 2 |
|
|
2024
Q4 | $12.4M | Sell |
49,670
-737
| -1% | -$185K | 4.77% | 2 |
|
|
2024
Q3 | $11.7M | Buy |
50,407
+973
| +2% | +$227K | 4.49% | 2 |
|
|
2024
Q2 | $10.4M | Sell |
49,434
-1,044
| -2% | -$220K | 9.59% | 1 |
|
|
2024
Q1 | $8.66M | Buy |
50,478
+14
| +0% | +$2.4K | 3.63% | 2 |
|
|
2023
Q4 | $9.72M | Sell |
50,464
-157
| -0.3% | -$30.2K | 4.61% | 2 |
|
|
2023
Q3 | $8.67M | Sell |
50,621
-1,614
| -3% | -$276K | 4.35% | 2 |
|
|
2023
Q2 | $10.1M | Sell |
52,235
-841
| -2% | -$163K | 4.81% | 2 |
|
|
2023
Q1 | $8.75M | Sell |
53,076
-79
| -0.1% | -$13K | 4.56% | 2 |
|
|
2022
Q4 | $6.91M | Buy |
53,155
+682
| +1% | +$88.6K | 3.69% | 3 |
|
|
2022
Q3 | $7.25M | Sell |
52,473
-56
| -0.1% | -$7.74K | 4.31% | 2 |
|
|
2022
Q2 | $7.18M | Sell |
52,529
-3
| -0% | -$410 | 4.17% | 3 |
|
|
2022
Q1 | $9.17M | Sell |
52,532
-82
| -0.2% | -$14.3K | 4.31% | 2 |
|
|
2021
Q4 | $9.34M | Sell |
52,614
-210
| -0.4% | -$37.3K | 4.7% | 2 |
|
|
2021
Q3 | $7.48M | Buy |
52,824
+2,592
| +5% | +$367K | 3.98% | 2 |
|
|
2021
Q2 | $6.88M | Buy |
50,232
+140
| +0.3% | +$19.2K | 3.67% | 2 |
|
|
2021
Q1 | $6.12M | Sell |
50,092
-160
| -0.3% | -$19.5K | 3.54% | 4 |
|
|
2020
Q4 | $6.67M | Buy |
+50,252
| New | +$6.67M | 4.54% | 2 |
|