SteelPeak 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 | $163M | Sell |
793,906
-23,780
| -3% | -$4.88M | 6.29% | 1 |
|
|
2025
Q1 | $182M | Sell |
817,686
-52,607
| -6% | -$11.7M | 7.54% | 1 |
|
|
2024
Q4 | $218M | Buy |
870,293
+28,286
| +3% | +$7.08M | 8.85% | 1 |
|
|
2024
Q3 | $196M | Buy |
842,007
+49,722
| +6% | +$11.6M | 8.54% | 1 |
|
|
2024
Q2 | $167M | Sell |
792,285
-66,011
| -8% | -$13.9M | 7.73% | 1 |
|
|
2024
Q1 | $147M | Buy |
858,296
+95,971
| +13% | +$16.5M | 7.41% | 1 |
|
|
2023
Q4 | $147M | Sell |
762,325
-143,685
| -16% | -$27.7M | 8.5% | 1 |
|
|
2023
Q3 | $155M | Buy |
906,010
+10,310
| +1% | +$1.77M | 9.73% | 1 |
|
|
2023
Q2 | $174M | Buy |
895,700
+122,057
| +16% | +$23.7M | 10.3% | 1 |
|
|
2023
Q1 | $128M | Sell |
773,643
-42,469
| -5% | -$7M | 8.66% | 1 |
|
|
2022
Q4 | $106M | Buy |
816,112
+23,986
| +3% | +$3.12M | 7.78% | 1 |
|
|
2022
Q3 | $109M | Sell |
792,126
-160,121
| -17% | -$22.1M | 8.15% | 1 |
|
|
2022
Q2 | $130M | Sell |
952,247
-93,119
| -9% | -$12.7M | 9.36% | 1 |
|
|
2022
Q1 | $183M | Buy |
1,045,366
+68,201
| +7% | +$11.9M | 10.33% | 1 |
|
|
2021
Q4 | $174M | Buy |
977,165
+37,596
| +4% | +$6.68M | 9.81% | 1 |
|
|
2021
Q3 | $133M | Buy |
939,569
+228,358
| +32% | +$32.3M | 8.79% | 1 |
|
|
2021
Q2 | $97.4M | Buy |
711,211
+13,064
| +2% | +$1.79M | 6.81% | 1 |
|
|
2021
Q1 | $85.3M | Buy |
698,147
+57,458
| +9% | +$7.02M | 6.71% | 1 |
|
|
2020
Q4 | $85M | Buy |
640,689
+5,032
| +0.8% | +$668K | 7.73% | 1 |
|
|
2020
Q3 | $73.6M | Buy |
635,657
+57,445
| +10% | +$6.65M | 7.9% | 1 |
|
|
2020
Q2 | $52.7M | Sell |
578,212
-42,524
| -7% | -$3.88M | 6.65% | 2 |
|
|
2020
Q1 | $39.5M | Sell |
620,736
-73,960
| -11% | -$4.7M | 6.23% | 2 |
|
|
2019
Q4 | $51M | Buy |
+694,696
| New | +$51M | 7.03% | 1 |
|