Swan Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
12,932
+768
| +6% | +$158K | 1.15% | 22 |
|
|
2025
Q1 | $2.7M | Sell |
12,164
-3
| -0% | -$666 | 1.25% | 21 |
|
|
2024
Q4 | $3.05M | Buy |
12,167
+13
| +0.1% | +$3.26K | 1.49% | 19 |
|
|
2024
Q3 | $2.83M | Sell |
12,154
-1
| -0% | -$233 | 1.39% | 21 |
|
|
2024
Q2 | $2.56M | Buy |
12,155
+1
| +0% | +$211 | 1.39% | 21 |
|
|
2024
Q1 | $2.08M | Sell |
12,154
-340
| -3% | -$58.3K | 1.19% | 16 |
|
|
2023
Q4 | $2.41M | Sell |
12,494
-349
| -3% | -$67.2K | 1.51% | 13 |
|
|
2023
Q3 | $2.2M | Buy |
+12,843
| New | +$2.2M | 1.75% | 13 |
|
|
2023
Q1 | $347K | Buy |
+2,103
| New | +$347K | 0.33% | 23 |
|