Regimen 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 | $3.34M | Sell |
16,285
-698
| -4% | -$143K | 1.04% | 19 |
|
|
2025
Q1 | $3.77M | Buy |
16,983
+128
| +0.8% | +$28.4K | 1.21% | 19 |
|
|
2024
Q4 | $4.22M | Sell |
16,855
-556
| -3% | -$139K | 1.38% | 19 |
|
|
2024
Q3 | $4.06M | Buy |
17,411
+65
| +0.4% | +$15.1K | 1.31% | 19 |
|
|
2024
Q2 | $3.65M | Buy |
17,346
+73
| +0.4% | +$15.4K | 1.26% | 19 |
|
|
2024
Q1 | $2.96M | Buy |
17,273
+76
| +0.4% | +$13K | 1.03% | 19 |
|
|
2023
Q4 | $3.31M | Sell |
17,197
-36
| -0.2% | -$6.93K | 1.27% | 18 |
|
|
2023
Q3 | $2.94M | Buy |
17,233
+138
| +0.8% | +$23.5K | 1.21% | 19 |
|
|
2023
Q2 | $3.32M | Sell |
17,095
-242
| -1% | -$46.9K | 1.37% | 19 |
|
|
2023
Q1 | $2.84M | Buy |
17,337
+2,307
| +15% | +$377K | 1.23% | 20 |
|
|
2022
Q4 | $1.95M | Buy |
+15,030
| New | +$1.95M | 1.31% | 15 |
|