Retirement Guys Formula’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Buy |
22,285
+543
| +2% | +$111K | 1.74% | 11 |
|
|
2025
Q1 | $4.83M | Buy |
21,742
+980
| +5% | +$218K | 2.4% | 6 |
|
|
2024
Q4 | $5.2M | Sell |
20,762
-1,068
| -5% | -$267K | 2.62% | 6 |
|
|
2024
Q3 | $5.09M | Sell |
21,830
-1,186
| -5% | -$276K | 2.37% | 7 |
|
|
2024
Q2 | $4.85M | Sell |
23,016
-3,119
| -12% | -$657K | 2.32% | 8 |
|
|
2024
Q1 | $4.48M | Buy |
26,135
+5,319
| +26% | +$912K | 2.19% | 9 |
|
|
2023
Q4 | $4.01M | Buy |
20,816
+696
| +3% | +$134K | 2.15% | 9 |
|
|
2023
Q3 | $3.44M | Buy |
20,120
+6,308
| +46% | +$1.08M | 2.4% | 7 |
|
|
2023
Q2 | $2.68M | Sell |
13,812
-833
| -6% | -$162K | 1.55% | 16 |
|
|
2023
Q1 | $2.41M | Buy |
14,645
+476
| +3% | +$78.5K | 1.73% | 15 |
|
|
2022
Q4 | $1.84M | Buy |
14,169
+976
| +7% | +$127K | 1.51% | 18 |
|
|
2022
Q3 | $1.82M | Sell |
13,193
-105
| -0.8% | -$14.5K | 1.92% | 12 |
|
|
2022
Q2 | $1.82M | Buy |
13,298
+526
| +4% | +$71.9K | 1.87% | 12 |
|
|
2022
Q1 | $2.23M | Buy |
12,772
+825
| +7% | +$144K | 1.49% | 14 |
|
|
2021
Q4 | $2.12M | Buy |
+11,947
| New | +$2.12M | 1.68% | 14 |
|