SMART Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
11,710
-674
| -5% | -$138K | 0.75% | 45 |
|
|
2025
Q1 | $2.75M | Sell |
12,384
-4,263
| -26% | -$947K | 0.99% | 32 |
|
|
2024
Q4 | $4.17M | Buy |
16,647
+2,067
| +14% | +$518K | 1.48% | 17 |
|
|
2024
Q3 | $3.4M | Buy |
14,580
+507
| +4% | +$118K | 1.33% | 19 |
|
|
2024
Q2 | $2.96M | Buy |
14,073
+251
| +2% | +$52.9K | 1.2% | 25 |
|
|
2024
Q1 | $2.37M | Buy |
13,822
+2,039
| +17% | +$350K | 1.07% | 25 |
|
|
2023
Q4 | $2.27M | Buy |
11,783
+1,394
| +13% | +$268K | 1.24% | 17 |
|
|
2023
Q3 | $1.78M | Sell |
10,389
-182
| -2% | -$31.2K | 1.34% | 21 |
|
|
2023
Q2 | $2.05M | Sell |
10,571
-230
| -2% | -$44.6K | 1.55% | 21 |
|
|
2023
Q1 | $1.78M | Sell |
10,801
-616
| -5% | -$102K | 1.57% | 21 |
|
|
2022
Q4 | $1.48M | Buy |
+11,417
| New | +$1.48M | 1.12% | 29 |
|