Ted Buchan & Co’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Sell |
3,523
-411
| -10% | -$84.3K | 0.29% | 60 |
|
|
2025
Q1 | $874K | Sell |
3,934
-380
| -9% | -$84.4K | 0.41% | 47 |
|
|
2024
Q4 | $1.08M | Sell |
4,314
-183
| -4% | -$45.8K | 0.51% | 42 |
|
|
2024
Q3 | $1.05M | Sell |
4,497
-181
| -4% | -$42.2K | 0.5% | 42 |
|
|
2024
Q2 | $985K | Sell |
4,678
-517
| -10% | -$109K | 0.53% | 39 |
|
|
2024
Q1 | $891K | Sell |
5,195
-424
| -8% | -$72.7K | 0.55% | 40 |
|
|
2023
Q4 | $1.08M | Buy |
5,619
+759
| +16% | +$146K | 0.79% | 30 |
|
|
2023
Q3 | $832K | Sell |
4,860
-332
| -6% | -$56.9K | 0.67% | 34 |
|
|
2023
Q2 | $1.01M | Sell |
5,192
-116
| -2% | -$22.5K | 0.77% | 27 |
|
|
2023
Q1 | $875K | Buy |
5,308
+76
| +1% | +$12.5K | 0.73% | 29 |
|
|
2022
Q4 | $680K | Buy |
+5,232
| New | +$680K | 0.63% | 39 |
|