Wambolt & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Sell |
48,140
-4,385
| -8% | -$911K | 3.37% | 3 |
|
|
2025
Q1 | $11.7M | Sell |
52,525
-2,145
| -4% | -$479K | 3.98% | 1 |
|
|
2024
Q4 | $13.7M | Sell |
54,670
-28,357
| -34% | -$7.1M | 4.38% | 1 |
|
|
2024
Q3 | $18.8M | Buy |
83,027
+358
| +0.4% | +$81K | 5.13% | 1 |
|
|
2024
Q2 | $17.9M | Buy |
82,669
+4,228
| +5% | +$916K | 5.2% | 1 |
|
|
2024
Q1 | $13.3M | Sell |
78,441
-59,603
| -43% | -$10.1M | 3.99% | 1 |
|
|
2023
Q4 | $13.4M | Buy |
138,044
+9,681
| +8% | +$937K | 4.37% | 1 |
|
|
2023
Q3 | $10.4M | Buy |
128,363
+8,925
| +7% | +$722K | 3.77% | 1 |
|
|
2023
Q2 | $9.85M | Buy |
119,438
+1,125
| +1% | +$92.8K | 3.51% | 1 |
|
|
2023
Q1 | $8.26M | Sell |
118,313
-5,375
| -4% | -$375K | 2.93% | 1 |
|
|
2022
Q4 | $7.17M | Buy |
123,688
+1,523
| +1% | +$88.3K | 2.76% | 1 |
|
|
2022
Q3 | $7.42M | Sell |
122,165
-830
| -0.7% | -$50.4K | 3.15% | 1 |
|
|
2022
Q2 | $7.45M | Buy |
122,995
+1,303
| +1% | +$78.9K | 3% | 1 |
|
|
2022
Q1 | $9.25M | Sell |
121,692
-1,707
| -1% | -$130K | 3.37% | 1 |
|
|
2021
Q4 | $9.73M | Sell |
123,399
-430
| -0.3% | -$33.9K | 3.52% | 1 |
|
|
2021
Q3 | $7.89M | Buy |
123,829
+69,348
| +127% | +$4.42M | 3.16% | 1 |
|
|
2021
Q2 | $7.48M | Buy |
54,481
+31,459
| +137% | +$4.32M | 3.18% | 1 |
|
|
2021
Q1 | $2.83M | Sell |
23,022
-213
| -0.9% | -$26.2K | 1.47% | 5 |
|
|
2020
Q4 | $3.08M | Sell |
23,235
-573
| -2% | -$76K | 1.84% | 4 |
|
|
2020
Q3 | $2.76M | Sell |
23,808
-3,268
| -12% | -$378K | 2.06% | 3 |
|
|
2020
Q2 | $2.47M | Sell |
27,076
-276
| -1% | -$25.2K | 1.94% | 6 |
|
|
2020
Q1 | $1.74M | Sell |
27,352
-3,020
| -10% | -$192K | 1.8% | 8 |
|
|
2019
Q4 | $2.23M | Sell |
30,372
-3,040
| -9% | -$223K | 1.7% | 9 |
|
|
2019
Q3 | $1.87M | Sell |
33,412
-1,504
| -4% | -$84.2K | 1.55% | 14 |
|
|
2019
Q2 | $1.73M | Buy |
34,916
+488
| +1% | +$24.2K | 1.46% | 14 |
|
|
2019
Q1 | $1.72M | Buy |
34,428
+684
| +2% | +$34.1K | 1.56% | 12 |
|
|
2018
Q4 | $1.33M | Buy |
+33,744
| New | +$1.33M | 1.47% | 13 |
|