Shearwater Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $628K | Hold |
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|
2025
Q2 | $506K | Hold |
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|
2025
Q1 | $548K | Hold |
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|
2024
Q4 | $617K | Sell |
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|
2024
Q3 | $583K | Hold |
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|
2024
Q2 | $527K | Buy |
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|
2024
Q1 | $265K | Hold |
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|
2023
Q4 | $297K | Buy |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $296K | Hold |
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|
2023
Q1 | $251K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $203K | Hold |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $264K | Buy |
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