Rezny Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
9,677
+352
| +4% | +$72.2K | 0.45% | 24 |
|
|
2025
Q1 | $2.07M | Buy |
9,325
+40
| +0.4% | +$8.89K | 0.54% | 15 |
|
|
2024
Q4 | $2.33M | Buy |
9,285
+169
| +2% | +$42.3K | 0.57% | 13 |
|
|
2024
Q3 | $2.12M | Buy |
9,116
+6,222
| +215% | +$1.45M | 0.54% | 15 |
|
|
2024
Q2 | $610K | Buy |
2,894
+62
| +2% | +$13.1K | 0.16% | 24 |
|
|
2024
Q1 | $486K | Hold |
2,832
| – | – | 0.14% | 22 |
|
|
2023
Q4 | $545K | Buy |
+2,832
| New | +$545K | 0.17% | 18 |
|
|
2015
Q4 | – | Sell |
-700
| Closed | -$19K | – | 46 |
|
|
2015
Q3 | $19K | Hold |
700
| – | – | 0.02% | 27 |
|
|
2015
Q2 | $21K | Buy |
+700
| New | +$21K | 0.02% | 28 |
|