Shira Ridge 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 | $6.1M | Sell |
29,751
-281
| -0.9% | -$57.7K | 2.79% | 10 |
|
|
2025
Q1 | $6.67M | Buy |
30,032
+362
| +1% | +$80.4K | 3.33% | 10 |
|
|
2024
Q4 | $7.43M | Buy |
29,670
+91
| +0.3% | +$22.8K | 3.64% | 8 |
|
|
2024
Q3 | $6.89M | Sell |
29,579
-129
| -0.4% | -$30.1K | 3.51% | 7 |
|
|
2024
Q2 | $6.26M | Sell |
29,708
-135
| -0.5% | -$28.4K | 3.49% | 7 |
|
|
2024
Q1 | $5.12M | Sell |
29,843
-3,483
| -10% | -$597K | 2.93% | 8 |
|
|
2023
Q4 | $6.42M | Sell |
33,326
-34
| -0.1% | -$6.55K | 3.85% | 6 |
|
|
2023
Q3 | $5.71M | Buy |
33,360
+1,400
| +4% | +$240K | 3.75% | 7 |
|
|
2023
Q2 | $6.2M | Buy |
31,960
+66
| +0.2% | +$12.8K | 3.88% | 7 |
|
|
2023
Q1 | $5.26M | Sell |
31,894
-1,458
| -4% | -$240K | 3.47% | 7 |
|
|
2022
Q4 | $4.33M | Buy |
+33,352
| New | +$4.33M | 2.98% | 11 |
|