Silvia McColl 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 | $7.66M | Sell |
37,346
-2,211
| -6% | -$454K | 5.57% | 3 |
|
|
2025
Q1 | $8.79M | Sell |
39,557
-303
| -0.8% | -$67.3K | 6.66% | 2 |
|
|
2024
Q4 | $9.98M | Sell |
39,860
-1,279
| -3% | -$320K | 7.48% | 2 |
|
|
2024
Q3 | $9.59M | Sell |
41,139
-8,329
| -17% | -$1.94M | 7.17% | 2 |
|
|
2024
Q2 | $10.4M | Sell |
49,468
-1,342
| -3% | -$283K | 8.62% | 2 |
|
|
2024
Q1 | $8.52M | Sell |
50,810
-115
| -0.2% | -$19.3K | 7.31% | 2 |
|
|
2023
Q4 | $9.8M | Buy |
50,925
+5,440
| +12% | +$1.05M | 8.83% | 2 |
|
|
2023
Q3 | $7.79M | Sell |
45,485
-8,264
| -15% | -$1.41M | 7.79% | 2 |
|
|
2023
Q2 | $10.4M | Buy |
53,749
+51
| +0.1% | +$9.89K | 9.68% | 2 |
|
|
2023
Q1 | $8.85M | Sell |
53,698
-212
| -0.4% | -$35K | 8.78% | 2 |
|
|
2022
Q4 | $7M | Buy |
+53,910
| New | +$7M | 6.88% | 3 |
|