Wallace Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
14,431
-3,643
| -20% | -$809K | 2.33% | 5 |
|
|
2025
Q1 | $4.53M | Buy |
18,074
+531
| +3% | +$133K | 3.13% | 4 |
|
|
2024
Q4 | $4.09M | Buy |
17,543
+5,212
| +42% | +$1.21M | 2.83% | 5 |
|
|
2024
Q3 | $2.6M | Sell |
12,331
-2,400
| -16% | -$505K | 1.9% | 9 |
|
|
2024
Q2 | $3.1M | Buy |
14,731
+1,855
| +14% | +$391K | 2.23% | 6 |
|
|
2024
Q1 | $2.48M | Sell |
12,876
-1,628
| -11% | -$313K | 1.86% | 8 |
|
|
2023
Q4 | $2.48M | Sell |
14,504
-834
| -5% | -$143K | 1.95% | 8 |
|
|
2023
Q3 | $2.97M | Sell |
15,338
-455
| -3% | -$88.3K | 2.14% | 7 |
|
|
2023
Q2 | $2.6M | Hold |
15,793
| – | – | 1.98% | 11 |
|
|
2023
Q1 | $2.6M | Sell |
15,793
-163
| -1% | -$26.9K | 1.98% | 11 |
|
|
2022
Q4 | $2.07M | Buy |
+15,956
| New | +$2.07M | 1.64% | 10 |
|