Trueblood 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 | $7.29M | Buy |
35,553
+44
| +0.1% | +$9.03K | 3.05% | 2 |
|
|
2025
Q1 | $7.89M | Buy |
35,509
+195
| +0.6% | +$43.3K | 3.66% | 2 |
|
|
2024
Q4 | $8.84M | Buy |
35,314
+79
| +0.2% | +$19.8K | 4.36% | 2 |
|
|
2024
Q3 | $8.21M | Sell |
35,235
-231
| -0.7% | -$53.8K | 4.12% | 2 |
|
|
2024
Q2 | $7.47M | Sell |
35,466
-152
| -0.4% | -$32K | 4.22% | 2 |
|
|
2024
Q1 | $6.11M | Sell |
35,618
-869
| -2% | -$149K | 3.5% | 2 |
|
|
2023
Q4 | $7.02M | Buy |
+36,487
| New | +$7.02M | 4.41% | 2 |
|