Surience Private 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 | – | Sell |
-7,053
| Closed | -$1.57M | – | 30 |
|
|
2025
Q1 | $1.57M | Sell |
7,053
-11,274
| -62% | -$2.5M | 2.72% | 13 |
|
|
2024
Q4 | $4.59M | Buy |
+18,327
| New | +$4.59M | 5.93% | 4 |
|
|
2024
Q3 | – | Sell |
-19,019
| Closed | -$4.01M | – | 28 |
|
|
2024
Q2 | $4.01M | Buy |
+19,019
| New | +$4.01M | 5.15% | 10 |
|
|
2023
Q3 | – | Sell |
-1,046
| Closed | -$203K | – | 19 |
|
|
2023
Q2 | $203K | Buy |
+1,046
| New | +$203K | 0.29% | 26 |
|