Successful Portfolios’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.18M | Sell |
20,383
-46
| -0.2% | -$9.44K | 2.57% | 10 |
|
|
2025
Q1 | $4.54M | Sell |
20,429
-230
| -1% | -$51.1K | 3.09% | 10 |
|
|
2024
Q4 | $5.17M | Sell |
20,659
-1,252
| -6% | -$314K | 3.46% | 5 |
|
|
2024
Q3 | $5.11M | Sell |
21,911
-642
| -3% | -$150K | 3.45% | 6 |
|
|
2024
Q2 | $4.75M | Sell |
22,553
-335
| -1% | -$70.6K | 3.32% | 6 |
|
|
2024
Q1 | $3.92M | Sell |
22,888
-1,072
| -4% | -$184K | 2.68% | 7 |
|
|
2023
Q4 | $4.61M | Buy |
23,960
+619
| +3% | +$119K | 3.45% | 4 |
|
|
2023
Q3 | $4M | Sell |
23,341
-174
| -0.7% | -$29.8K | 3.54% | 4 |
|
|
2023
Q2 | $4.56M | Sell |
23,515
-6,351
| -21% | -$1.23M | 3.93% | 4 |
|
|
2023
Q1 | $4.93M | Sell |
29,866
-979
| -3% | -$161K | 3.09% | 4 |
|
|
2022
Q4 | $4.01M | Buy |
30,845
+868
| +3% | +$113K | 2.61% | 5 |
|
|
2022
Q3 | $4.14M | Sell |
29,977
-376
| -1% | -$52K | 3% | 4 |
|
|
2022
Q2 | $4.15M | Sell |
30,353
-308
| -1% | -$42.1K | 2.79% | 5 |
|
|
2022
Q1 | $5.35M | Sell |
30,661
-762
| -2% | -$133K | 3.05% | 4 |
|
|
2021
Q4 | $5.58M | Sell |
31,423
-12
| -0% | -$2.13K | 3.03% | 5 |
|
|
2021
Q3 | $4.45M | Sell |
31,435
-285
| -0.9% | -$40.3K | 2.66% | 5 |
|
|
2021
Q2 | $4.34M | Buy |
31,720
+291
| +0.9% | +$39.9K | 2.63% | 5 |
|
|
2021
Q1 | $3.84M | Buy |
31,429
+222
| +0.7% | +$27.1K | 2.53% | 5 |
|
|
2020
Q4 | $4.14M | Sell |
31,207
-237
| -0.8% | -$31.4K | 2.97% | 4 |
|
|
2020
Q3 | $3.64M | Sell |
31,444
-36
| -0.1% | -$4.17K | 2.91% | 4 |
|
|
2020
Q2 | $2.87M | Buy |
31,480
+892
| +3% | +$81.4K | 2.53% | 5 |
|
|
2020
Q1 | $1.94M | Buy |
30,588
+2,944
| +11% | +$187K | 1.97% | 7 |
|
|
2019
Q4 | $2.03M | Sell |
27,644
-2,544
| -8% | -$187K | 1.81% | 6 |
|
|
2019
Q3 | $1.69M | Buy |
30,188
+1,908
| +7% | +$107K | 1.59% | 11 |
|
|
2019
Q2 | $1.4M | Sell |
28,280
-300
| -1% | -$14.8K | 1.5% | 14 |
|
|
2019
Q1 | $1.36M | Sell |
28,580
-476
| -2% | -$22.6K | 1.48% | 14 |
|
|
2018
Q4 | $1.15M | Sell |
29,056
-252
| -0.9% | -$9.94K | 1.46% | 14 |
|
|
2018
Q3 | $1.65M | Buy |
29,308
+276
| +1% | +$15.6K | 1.8% | 8 |
|
|
2018
Q2 | $1.34M | Sell |
29,032
-24
| -0.1% | -$1.11K | 1.57% | 12 |
|
|
2018
Q1 | $1.22M | Sell |
29,056
-132
| -0.5% | -$5.54K | 1.48% | 15 |
|
|
2017
Q4 | $1.24M | Buy |
+29,188
| New | +$1.24M | 1.53% | 16 |
|