TAGStone 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 | $1.8M | Buy |
7,841
+2,802
| +56% | +$643K | 0.74% | 30 |
|
|
2025
Q1 | $1.12M | Sell |
5,039
-23
| -0.5% | -$5.11K | 0.55% | 40 |
|
|
2024
Q4 | $1.27M | Buy |
5,062
+1,445
| +40% | +$362K | 0.62% | 35 |
|
|
2024
Q3 | $843K | Buy |
3,617
+1,163
| +47% | +$271K | 0.43% | 42 |
|
|
2024
Q2 | $517K | Buy |
2,454
+212
| +9% | +$44.7K | 0.29% | 54 |
|
|
2024
Q1 | $384K | Buy |
2,242
+81
| +4% | +$13.9K | 0.22% | 65 |
|
|
2023
Q4 | $416K | Sell |
2,161
-18
| -0.8% | -$3.47K | 0.27% | 59 |
|
|
2023
Q3 | $373K | Sell |
2,179
-23
| -1% | -$3.94K | 0.27% | 61 |
|
|
2023
Q2 | $427K | Sell |
2,202
-23
| -1% | -$4.46K | 0.31% | 56 |
|
|
2023
Q1 | $367K | Buy |
2,225
+2
| +0.1% | +$330 | 0.27% | 60 |
|
|
2022
Q4 | $289K | Sell |
2,223
-43
| -2% | -$5.59K | 0.24% | 60 |
|
|
2022
Q3 | $313K | Buy |
2,266
+5
| +0.2% | +$691 | 0.29% | 62 |
|
|
2022
Q2 | $309K | Buy |
2,261
+464
| +26% | +$63.4K | 0.29% | 60 |
|
|
2022
Q1 | $314K | Buy |
1,797
+73
| +4% | +$12.8K | 0.26% | 60 |
|
|
2021
Q4 | $306K | Buy |
+1,724
| New | +$306K | 0.25% | 60 |
|