Warther Private 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 | $5.12M | Sell |
24,952
-9,797
| -28% | -$2.01M | 1.33% | 16 |
|
|
2025
Q1 | $7.72M | Sell |
34,749
-28,394
| -45% | -$6.31M | 2.54% | 15 |
|
|
2024
Q4 | $15.8M | Sell |
63,143
-28,131
| -31% | -$7.04M | 5.32% | 5 |
|
|
2024
Q3 | $21.3M | Sell |
91,274
-26,692
| -23% | -$6.22M | 7.45% | 1 |
|
|
2024
Q2 | $24.8M | Buy |
117,966
+14,868
| +14% | +$3.13M | 9.73% | 1 |
|
|
2024
Q1 | $17.7M | Sell |
103,098
-2,189
| -2% | -$375K | 7.89% | 2 |
|
|
2023
Q4 | $20.3M | Sell |
105,287
-7,578
| -7% | -$1.46M | 11.35% | 1 |
|
|
2023
Q3 | $19.3M | Sell |
112,865
-3,938
| -3% | -$674K | 12.84% | 1 |
|
|
2023
Q2 | $22.7M | Sell |
116,803
-1,899
| -2% | -$368K | 15.39% | 1 |
|
|
2023
Q1 | $19.6M | Buy |
118,702
+49
| +0% | +$8.08K | 14.9% | 1 |
|
|
2022
Q4 | $15.4M | Sell |
118,653
-1,979
| -2% | -$257K | 11.54% | 1 |
|
|
2022
Q3 | $16.7M | Buy |
120,632
+1,914
| +2% | +$265K | 13.19% | 1 |
|
|
2022
Q2 | $16.5M | Buy |
118,718
+6,289
| +6% | +$874K | 12.07% | 1 |
|
|
2022
Q1 | $19.6M | Buy |
112,429
+9,691
| +9% | +$1.69M | 12.77% | 1 |
|
|
2021
Q4 | $18.7M | Buy |
102,738
+4,167
| +4% | +$758K | 13.87% | 1 |
|
|
2021
Q3 | $14.1M | Buy |
98,571
+2,149
| +2% | +$307K | 12.54% | 1 |
|
|
2021
Q2 | $13.2M | Buy |
+96,422
| New | +$13.2M | 12.84% | 1 |
|