Wealth Alliance’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.1M | Sell |
346,321
-4,502
| -1% | -$924K | 7.94% | 1 |
|
|
2025
Q1 | $77.9M | Sell |
350,823
-11,090
| -3% | -$2.46M | 9.43% | 1 |
|
|
2024
Q4 | $90.6M | Buy |
361,913
+1,695
| +0.5% | +$424K | 10.84% | 1 |
|
|
2024
Q3 | $83.9M | Sell |
360,218
-4,294
| -1% | -$1M | 10.02% | 1 |
|
|
2024
Q2 | $76.8M | Sell |
364,512
-15,488
| -4% | -$3.26M | 9.91% | 1 |
|
|
2024
Q1 | $65.2M | Sell |
380,000
-6,713
| -2% | -$1.15M | 8.55% | 1 |
|
|
2023
Q4 | $74.5M | Sell |
386,713
-7,276
| -2% | -$1.4M | 10.44% | 1 |
|
|
2023
Q3 | $67.5M | Sell |
393,989
-9,054
| -2% | -$1.55M | 10.64% | 1 |
|
|
2023
Q2 | $78.2M | Buy |
403,043
+9,537
| +2% | +$1.85M | 11.69% | 1 |
|
|
2023
Q1 | $64.9M | Buy |
393,506
+3,923
| +1% | +$647K | 10.51% | 1 |
|
|
2022
Q4 | $50.6M | Sell |
389,583
-9,868
| -2% | -$1.28M | 8.99% | 1 |
|
|
2022
Q3 | $55.2M | Sell |
399,451
-659
| -0.2% | -$91.1K | 10.89% | 1 |
|
|
2022
Q2 | $54.7M | Buy |
400,110
+217,370
| +119% | +$29.7M | 10.5% | 1 |
|
|
2022
Q1 | $31.9M | Sell |
182,740
-3,791
| -2% | -$662K | 6.52% | 2 |
|
|
2021
Q4 | $33.1M | Sell |
186,531
-204
| -0.1% | -$36.2K | 6.66% | 1 |
|
|
2021
Q3 | $26.4M | Buy |
186,735
+2,047
| +1% | +$290K | 5.93% | 1 |
|
|
2021
Q2 | $25.3M | Sell |
184,688
-2,321
| -1% | -$318K | 5.96% | 1 |
|
|
2021
Q1 | $22.8M | Buy |
187,009
+1,197
| +0.6% | +$146K | 6.4% | 1 |
|
|
2020
Q4 | $24.7M | Buy |
185,812
+3,357
| +2% | +$445K | 7.26% | 1 |
|
|
2020
Q3 | $21.1M | Buy |
182,455
+11,791
| +7% | +$1.37M | 7.6% | 1 |
|
|
2020
Q2 | $15.6M | Buy |
170,664
+4,396
| +3% | +$401K | 6.15% | 1 |
|
|
2020
Q1 | $10.6M | Buy |
166,268
+6,528
| +4% | +$415K | 5.7% | 2 |
|
|
2019
Q4 | $11.7M | Buy |
+159,740
| New | +$11.7M | 8.34% | 1 |
|