Total Clarity Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49M | Sell |
26,777
-951
| -3% | -$195K | 1.57% | 10 |
|
|
2025
Q1 | $6.94M | Hold |
27,728
| – | – | 2.27% | 4 |
|
|
2024
Q4 | $6.94M | Buy |
27,728
+143
| +0.5% | +$35.8K | 2.26% | 4 |
|
|
2024
Q3 | $6.43M | Sell |
27,585
-274
| -1% | -$63.8K | 2.07% | 6 |
|
|
2024
Q2 | $5.87M | Sell |
27,859
-1,726
| -6% | -$364K | 2.04% | 6 |
|
|
2024
Q1 | $5.07M | Sell |
29,585
-1,750
| -6% | -$300K | 1.76% | 9 |
|
|
2023
Q4 | $6.03M | Buy |
31,335
+2,681
| +9% | +$516K | 2.47% | 3 |
|
|
2023
Q3 | $4.91M | Buy |
28,654
+818
| +3% | +$140K | 2.36% | 4 |
|
|
2023
Q2 | $5.4M | Buy |
27,836
+2,204
| +9% | +$428K | 2.68% | 2 |
|
|
2023
Q1 | $4.23M | Sell |
25,632
-2,464
| -9% | -$406K | 2.3% | 3 |
|
|
2022
Q4 | $3.65M | Sell |
28,096
-66
| -0.2% | -$8.58K | 1.86% | 5 |
|
|
2022
Q3 | $3.89M | Sell |
28,162
-1,248
| -4% | -$172K | 2.43% | 2 |
|
|
2022
Q2 | $4.02M | Sell |
29,410
-254
| -0.9% | -$34.7K | 2.08% | 3 |
|
|
2022
Q1 | $5.18M | Buy |
29,664
+1,493
| +5% | +$261K | 2.84% | 1 |
|
|
2021
Q4 | $5M | Buy |
28,171
+1,597
| +6% | +$284K | 2.27% | 3 |
|
|
2021
Q3 | $3.76M | Buy |
26,574
+654
| +3% | +$92.5K | 1.79% | 4 |
|
|
2021
Q2 | $3.55M | Buy |
25,920
+237
| +0.9% | +$32.5K | 1.98% | 5 |
|
|
2021
Q1 | $3.14M | Buy |
25,683
+285
| +1% | +$34.8K | 1.8% | 8 |
|
|
2020
Q4 | $3.37M | Buy |
25,398
+103
| +0.4% | +$13.7K | 2.34% | 8 |
|
|
2020
Q3 | $2.93M | Buy |
25,295
+807
| +3% | +$93.5K | 2.56% | 9 |
|
|
2020
Q2 | $2.23M | Sell |
24,488
-924
| -4% | -$84.3K | 2.05% | 10 |
|
|
2020
Q1 | $1.62M | Buy |
25,412
+428
| +2% | +$27.2K | 2.5% | 11 |
|
|
2019
Q4 | $1.83M | Buy |
+24,984
| New | +$1.83M | 1.38% | 16 |
|