Schwallier 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 | $703K | Sell |
3,428
-380
| -10% | -$78K | 0.43% | 23 |
|
|
2025
Q1 | $846K | Buy |
3,808
+871
| +30% | +$193K | 0.62% | 21 |
|
|
2024
Q4 | $736K | Buy |
2,937
+261
| +10% | +$65.4K | 0.56% | 18 |
|
|
2024
Q3 | $624K | Buy |
2,676
+83
| +3% | +$19.3K | 0.45% | 20 |
|
|
2024
Q2 | $546K | Sell |
2,593
-52
| -2% | -$11K | 0.44% | 21 |
|
|
2024
Q1 | $454K | Sell |
2,645
-1,573
| -37% | -$270K | 0.37% | 22 |
|
|
2023
Q4 | $812K | Buy |
+4,218
| New | +$812K | 0.67% | 18 |
|