Shearwater Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Hold |
2,465
| – | – | 0.32% | 32 |
|
|
2025
Q1 | $548K | Hold |
2,465
| – | – | 0.38% | 26 |
|
|
2024
Q4 | $617K | Sell |
2,465
-35
| -1% | -$8.77K | 0.42% | 25 |
|
|
2024
Q3 | $583K | Hold |
2,500
| – | – | 0.4% | 25 |
|
|
2024
Q2 | $527K | Buy |
2,500
+956
| +62% | +$201K | 0.39% | 28 |
|
|
2024
Q1 | $265K | Hold |
1,544
| – | – | 0.2% | 36 |
|
|
2023
Q4 | $297K | Buy |
1,544
+20
| +1% | +$3.85K | 0.24% | 35 |
|
|
2023
Q3 | $261K | Hold |
1,524
| – | – | 0.24% | 35 |
|
|
2023
Q2 | $296K | Hold |
1,524
| – | – | 0.26% | 34 |
|
|
2023
Q1 | $251K | Buy |
+1,524
| New | +$251K | 0.23% | 36 |
|
|
2022
Q4 | – | Sell |
-1,484
| Closed | -$205K | – | 39 |
|
|
2022
Q3 | $205K | Hold |
1,484
| – | – | 0.23% | 35 |
|
|
2022
Q2 | $203K | Hold |
1,484
| – | – | 0.22% | 36 |
|
|
2022
Q1 | $259K | Hold |
1,484
| – | – | 0.24% | 36 |
|
|
2021
Q4 | $264K | Buy |
+1,484
| New | +$264K | 0.23% | 34 |
|