Stone Summit 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 | $3.7M | Sell |
18,033
-360
| -2% | -$73.9K | 1.15% | 30 |
|
|
2025
Q1 | $4.09M | Sell |
18,393
-465
| -2% | -$103K | 1.38% | 22 |
|
|
2024
Q4 | $4.72M | Sell |
18,858
-187
| -1% | -$46.8K | 1.58% | 15 |
|
|
2024
Q3 | $4.44M | Sell |
19,045
-229
| -1% | -$53.4K | 1.43% | 20 |
|
|
2024
Q2 | $4.06M | Sell |
19,274
-108
| -0.6% | -$22.7K | 1.46% | 18 |
|
|
2024
Q1 | $3.32M | Sell |
19,382
-1,041
| -5% | -$179K | 1.16% | 28 |
|
|
2023
Q4 | $3.93M | Sell |
20,423
-799
| -4% | -$154K | 1.51% | 14 |
|
|
2023
Q3 | $3.63M | Sell |
21,222
-92
| -0.4% | -$15.8K | 1.56% | 14 |
|
|
2023
Q2 | $4.13M | Sell |
21,314
-716
| -3% | -$139K | 1.71% | 11 |
|
|
2023
Q1 | $3.63M | Sell |
22,030
-689
| -3% | -$114K | 1.62% | 13 |
|
|
2022
Q4 | $2.95M | Sell |
22,719
-232
| -1% | -$30.1K | 1.45% | 15 |
|
|
2022
Q3 | $3.17M | Buy |
22,951
+669
| +3% | +$92.4K | 1.95% | 8 |
|
|
2022
Q2 | $3.05M | Buy |
22,282
+2,067
| +10% | +$283K | 1.82% | 11 |
|
|
2022
Q1 | $3.53M | Buy |
20,215
+2,542
| +14% | +$443K | 1.97% | 9 |
|
|
2021
Q4 | $3.14M | Buy |
+17,673
| New | +$3.14M | 2.55% | 7 |
|