Significant Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Buy |
4,384
+46
| +1% | +$9.44K | 0.44% | 14 |
|
|
2025
Q1 | $964K | Buy |
4,338
+9
| +0.2% | +$2K | 0.49% | 9 |
|
|
2024
Q4 | $1.08M | Buy |
4,329
+28
| +0.7% | +$7.01K | 0.56% | 8 |
|
|
2024
Q3 | $1M | Buy |
4,301
+866
| +25% | +$202K | 0.52% | 7 |
|
|
2024
Q2 | $724K | Buy |
3,435
+40
| +1% | +$8.43K | 0.41% | 10 |
|
|
2024
Q1 | $582K | Buy |
3,395
+93
| +3% | +$15.9K | 0.38% | 70 |
|
|
2023
Q4 | $636K | Buy |
+3,302
| New | +$636K | 0.46% | 64 |
|