Tacita 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 | $1.16M | Buy |
5,674
+865
| +18% | +$177K | 0.75% | 35 |
|
|
2025
Q1 | $1.07M | Hold |
4,809
| – | – | 0.77% | 33 |
|
|
2024
Q4 | $1.2M | Sell |
4,809
-83
| -2% | -$20.8K | 0.86% | 32 |
|
|
2024
Q3 | $1.14M | Sell |
4,892
-610
| -11% | -$142K | 0.74% | 33 |
|
|
2024
Q2 | $1.16M | Hold |
5,502
| – | – | 0.82% | 33 |
|
|
2024
Q1 | $943K | Buy |
5,502
+80
| +1% | +$13.7K | 0.65% | 37 |
|
|
2023
Q4 | $1.04M | Sell |
5,422
-275
| -5% | -$52.9K | 0.77% | 36 |
|
|
2023
Q3 | $975K | Buy |
5,697
+1,350
| +31% | +$231K | 0.76% | 37 |
|
|
2023
Q2 | $843K | Hold |
4,347
| – | – | 0.62% | 39 |
|
|
2023
Q1 | $717K | Buy |
4,347
+150
| +4% | +$24.7K | 0.54% | 44 |
|
|
2022
Q4 | $545K | Hold |
4,197
| – | – | 0.41% | 53 |
|
|
2022
Q3 | $580K | Hold |
4,197
| – | – | 0.45% | 47 |
|
|
2022
Q2 | $574K | Sell |
4,197
-85
| -2% | -$11.6K | 0.4% | 46 |
|
|
2022
Q1 | $748K | Hold |
4,282
| – | – | 0.43% | 44 |
|
|
2021
Q4 | $760K | Hold |
4,282
| – | – | 0.43% | 44 |
|
|
2021
Q3 | $606K | Sell |
4,282
-290
| -6% | -$41K | 0.37% | 47 |
|
|
2021
Q2 | $626K | Hold |
4,572
| – | – | 0.38% | 47 |
|
|
2021
Q1 | $558K | Sell |
4,572
-408
| -8% | -$49.8K | 0.36% | 54 |
|
|
2020
Q4 | $661K | Buy |
+4,980
| New | +$661K | 0.44% | 44 |
|