Waterway Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
15,732
+4,029
| +34% | +$827K | 0.98% | 16 |
|
|
2025
Q1 | $2.6M | Buy |
11,703
+453
| +4% | +$101K | 1.08% | 13 |
|
|
2024
Q4 | $2.82M | Sell |
11,250
-1,395
| -11% | -$349K | 1.24% | 13 |
|
|
2024
Q3 | $2.95M | Sell |
12,645
-1,175
| -9% | -$274K | 1.27% | 13 |
|
|
2024
Q2 | $2.91M | Buy |
13,820
+6,057
| +78% | +$1.28M | 1.43% | 12 |
|
|
2024
Q1 | $1.33M | Sell |
7,763
-3,204
| -29% | -$549K | 0.59% | 17 |
|
|
2023
Q4 | $2.11M | Buy |
+10,967
| New | +$2.11M | 0.88% | 13 |
|