Valued Retirements’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Sell |
14,999
-78
| -0.5% | -$16K | 3.47% | 7 |
|
|
2025
Q1 | $3.35M | Sell |
15,077
-91
| -0.6% | -$20.2K | 4.4% | 6 |
|
|
2024
Q4 | $3.8M | Sell |
15,168
-16
| -0.1% | -$4.01K | 5.12% | 5 |
|
|
2024
Q3 | $3.54M | Buy |
15,184
+240
| +2% | +$55.9K | 4.88% | 6 |
|
|
2024
Q2 | $3.15M | Buy |
14,944
+10
| +0.1% | +$2.11K | 4.78% | 6 |
|
|
2024
Q1 | $2.56M | Buy |
14,934
+9
| +0.1% | +$1.54K | 4.1% | 7 |
|
|
2023
Q4 | $2.87M | Buy |
+14,925
| New | +$2.87M | 4.98% | 6 |
|