Watershed 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 | $2.59M | Sell |
12,604
-3,569
| -22% | -$732K | 0.94% | 25 |
|
|
2025
Q1 | $3.59M | Sell |
16,173
-81
| -0.5% | -$18K | 1.44% | 18 |
|
|
2024
Q4 | $4.07M | Sell |
16,254
-180
| -1% | -$45.1K | 1.59% | 16 |
|
|
2024
Q3 | $3.83M | Sell |
16,434
-147
| -0.9% | -$34.3K | 1.53% | 15 |
|
|
2024
Q2 | $3.49M | Sell |
16,581
-2,609
| -14% | -$550K | 1.49% | 16 |
|
|
2024
Q1 | $3.29M | Buy |
19,190
+197
| +1% | +$33.8K | 1.46% | 16 |
|
|
2023
Q4 | $3.66M | Buy |
18,993
+790
| +4% | +$152K | 2.02% | 15 |
|
|
2023
Q3 | $3.12M | Sell |
18,203
-6,204
| -25% | -$1.06M | 1.92% | 17 |
|
|
2023
Q2 | $4.73M | Buy |
24,407
+372
| +2% | +$72.2K | 2.87% | 7 |
|
|
2023
Q1 | $3.96M | Buy |
24,035
+2,298
| +11% | +$379K | 2.68% | 8 |
|
|
2022
Q4 | $2.82M | Buy |
+21,737
| New | +$2.82M | 2.14% | 16 |
|