Waterford Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
276,491
+268,175
| +3,225% | +$1.65M | 0.63% | 23 |
|
|
2025
Q1 | $1.85M | Sell |
8,316
-51
| -0.6% | -$11.3K | 0.77% | 20 |
|
|
2024
Q4 | $2.1M | Sell |
8,367
-3
| -0% | -$751 | 1.07% | 14 |
|
|
2024
Q3 | $1.95M | Sell |
8,370
-1
| -0% | -$233 | 0.99% | 17 |
|
|
2024
Q2 | $1.76M | Buy |
8,371
+22
| +0.3% | +$4.63K | 0.74% | 20 |
|
|
2024
Q1 | $1.43M | Sell |
8,349
-96
| -1% | -$16.5K | 0.61% | 23 |
|
|
2023
Q4 | $1.63M | Hold |
8,445
| – | – | 0.76% | 21 |
|
|
2023
Q3 | $1.45M | Buy |
8,445
+100
| +1% | +$17.1K | 0.81% | 19 |
|
|
2023
Q2 | $1.62M | Sell |
8,345
-50
| -0.6% | -$9.7K | 0.78% | 23 |
|
|
2023
Q1 | $1.38M | Sell |
8,395
-266
| -3% | -$43.9K | 0.75% | 23 |
|
|
2022
Q4 | $1.13M | Buy |
+8,661
| New | +$1.13M | 0.66% | 23 |
|