Towerpoint Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
19,950
+193
| +1% | +$39.6K | 1.81% | 12 |
|
|
2025
Q1 | $4.39M | Buy |
19,757
+3,670
| +23% | +$815K | 2.18% | 10 |
|
|
2024
Q4 | $4.03M | Sell |
16,087
-3,138
| -16% | -$786K | 1.97% | 11 |
|
|
2024
Q3 | $4.48M | Sell |
19,225
-701
| -4% | -$163K | 2.12% | 13 |
|
|
2024
Q2 | $4.2M | Sell |
19,926
-427
| -2% | -$89.9K | 2.09% | 13 |
|
|
2024
Q1 | $3.49M | Buy |
20,353
+1,195
| +6% | +$205K | 1.75% | 15 |
|
|
2023
Q4 | $3.69M | Sell |
19,158
-333
| -2% | -$64.1K | 2.01% | 14 |
|
|
2023
Q3 | $3.34M | Sell |
19,491
-361
| -2% | -$61.8K | 1.98% | 13 |
|
|
2023
Q2 | $3.85M | Sell |
19,852
-1,143
| -5% | -$222K | 2.17% | 13 |
|
|
2023
Q1 | $3.46M | Buy |
20,995
+2,432
| +13% | +$401K | 1.98% | 13 |
|
|
2022
Q4 | $2.41M | Buy |
18,563
+218
| +1% | +$28.3K | 1.39% | 18 |
|
|
2022
Q3 | $2.54M | Buy |
18,345
+105
| +0.6% | +$14.5K | 1.53% | 16 |
|
|
2022
Q2 | $2.49M | Sell |
18,240
-298
| -2% | -$40.7K | 1.49% | 18 |
|
|
2022
Q1 | $3.24M | Buy |
18,538
+192
| +1% | +$33.5K | 1.61% | 17 |
|
|
2021
Q4 | $3.26M | Sell |
18,346
-380
| -2% | -$67.5K | 1.54% | 19 |
|
|
2021
Q3 | $2.65M | Buy |
18,726
+3,971
| +27% | +$562K | 1.32% | 21 |
|
|
2021
Q2 | $2.02M | Buy |
14,755
+349
| +2% | +$47.8K | 1% | 23 |
|
|
2021
Q1 | $1.76M | Buy |
14,406
+54
| +0.4% | +$6.6K | 0.84% | 24 |
|
|
2020
Q4 | $1.9M | Sell |
14,352
-39
| -0.3% | -$5.17K | 0.95% | 25 |
|
|
2020
Q3 | $1.67M | Buy |
14,391
+731
| +5% | +$84.7K | 0.93% | 25 |
|
|
2020
Q2 | $1.25M | Buy |
13,660
+2,912
| +27% | +$266K | 0.78% | 25 |
|
|
2020
Q1 | $683K | Buy |
10,748
+944
| +10% | +$60K | 0.54% | 28 |
|
|
2019
Q4 | $720K | Buy |
9,804
+172
| +2% | +$12.6K | 0.48% | 25 |
|
|
2019
Q3 | $539K | Buy |
9,632
+12
| +0.1% | +$672 | 0.37% | 30 |
|
|
2019
Q2 | $512K | Buy |
9,620
+264
| +3% | +$14.1K | 0.36% | 29 |
|
|
2019
Q1 | $444K | Buy |
9,356
+16
| +0.2% | +$759 | 0.31% | 30 |
|
|
2018
Q4 | $368K | Buy |
9,340
+84
| +0.9% | +$3.31K | 0.3% | 30 |
|
|
2018
Q3 | $522K | Sell |
9,256
-72,948
| -89% | -$4.11M | 0.43% | 21 |
|
|
2018
Q2 | $3.8M | Sell |
82,204
-23,476
| -22% | -$1.09M | 3.58% | 13 |
|
|
2018
Q1 | $4.43M | Buy |
105,680
+80
| +0.1% | +$3.36K | 4.91% | 10 |
|
|
2017
Q4 | $4.47M | Buy |
+105,600
| New | +$4.47M | 5.91% | 8 |
|