Wealth Quarterback’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.83M | Buy |
38,158
+499
| +1% | +$102K | 3.71% | 5 |
|
|
2025
Q1 | $8.37M | Buy |
37,659
+318
| +0.9% | +$70.6K | 4.71% | 4 |
|
|
2024
Q4 | $9.35M | Buy |
37,341
+2,943
| +9% | +$737K | 4.39% | 5 |
|
|
2024
Q3 | $8.01M | Buy |
34,398
+1,965
| +6% | +$458K | 4.17% | 5 |
|
|
2024
Q2 | $6.83M | Buy |
32,433
+330
| +1% | +$69.5K | 3.87% | 5 |
|
|
2024
Q1 | $5.51M | Buy |
32,103
+412
| +1% | +$70.7K | 3.08% | 8 |
|
|
2023
Q4 | $6.1M | Sell |
31,691
-471
| -1% | -$90.7K | 3.73% | 8 |
|
|
2023
Q3 | $5.51M | Sell |
32,162
-977
| -3% | -$167K | 4.76% | 5 |
|
|
2023
Q2 | $6.43M | Buy |
33,139
+7,461
| +29% | +$1.45M | 4.45% | 6 |
|
|
2023
Q1 | $4.23M | Sell |
25,678
-458
| -2% | -$75.5K | 3.59% | 10 |
|
|
2022
Q4 | $3.4M | Sell |
26,136
-487
| -2% | -$63.3K | 2.82% | 11 |
|
|
2022
Q3 | $3.68M | Buy |
26,623
+395
| +2% | +$54.6K | 3.91% | 7 |
|
|
2022
Q2 | $3.59M | Buy |
+26,228
| New | +$3.59M | 2.8% | 14 |
|
|
2021
Q3 | $4.06M | Buy |
34,941
+4,684
| +15% | +$544K | 2.69% | 9 |
|
|
2021
Q2 | $4.14M | Buy |
+30,257
| New | +$4.14M | 2.52% | 9 |
|
|
2020
Q4 | $3.79M | Buy |
28,593
+20,413
| +250% | +$2.71M | 3.15% | 6 |
|
|
2020
Q3 | $2.98M | Sell |
8,180
-24,540
| -75% | -$8.95M | 2.74% | 8 |
|
|
2020
Q2 | $2.98M | Buy |
32,720
+2,948
| +10% | +$269K | 2.74% | 8 |
|
|
2020
Q1 | $1.91M | Sell |
29,772
-305,740
| -91% | -$19.6M | 1.75% | 10 |
|
|
2019
Q4 | $2.12M | Buy |
+335,512
| New | +$2.12M | 1.84% | 8 |
|