WealthBridge Capital 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 | $11M | Sell |
53,469
-1,237
| -2% | -$254K | 2.78% | 8 |
|
|
2025
Q1 | $12.2M | Sell |
54,706
-579
| -1% | -$129K | 3.43% | 6 |
|
|
2024
Q4 | $13.8M | Sell |
55,285
-456
| -0.8% | -$114K | 3.85% | 6 |
|
|
2024
Q3 | $13M | Sell |
55,741
-317
| -0.6% | -$73.9K | 3.71% | 5 |
|
|
2024
Q2 | $11.8M | Sell |
56,058
-2,623
| -4% | -$552K | 3.88% | 5 |
|
|
2024
Q1 | $10.1M | Sell |
58,681
-1,436
| -2% | -$246K | 3.39% | 5 |
|
|
2023
Q4 | $11.6M | Sell |
60,117
-100
| -0.2% | -$19.3K | 4.34% | 5 |
|
|
2023
Q3 | $10.3M | Buy |
60,217
+172
| +0.3% | +$29.4K | 4.26% | 5 |
|
|
2023
Q2 | $11.6M | Sell |
60,045
-2,713
| -4% | -$526K | 4.66% | 4 |
|
|
2023
Q1 | $10.3M | Sell |
62,758
-903
| -1% | -$149K | 4.12% | 6 |
|
|
2022
Q4 | $8.27M | Buy |
63,661
+717
| +1% | +$93.2K | 3.46% | 6 |
|
|
2022
Q3 | $8.61M | Hold |
62,944
| – | – | 3.67% | 6 |
|
|
2022
Q2 | $8.61M | Buy |
62,944
+1,359
| +2% | +$186K | 3.67% | 6 |
|
|
2022
Q1 | $10.8M | Buy |
61,585
+512
| +0.8% | +$89.4K | 4.02% | 6 |
|
|
2021
Q4 | $10.8M | Sell |
61,073
-3,088
| -5% | -$548K | 4.05% | 5 |
|
|
2021
Q3 | $9.08M | Sell |
64,161
-727
| -1% | -$103K | 3.39% | 6 |
|
|
2021
Q2 | $8.89M | Sell |
64,888
-473
| -0.7% | -$64.8K | 3.23% | 7 |
|
|
2021
Q1 | $7.98M | Sell |
65,361
-784
| -1% | -$95.8K | 3.25% | 7 |
|
|
2020
Q4 | $8.78M | Sell |
66,145
-1,679
| -2% | -$223K | 3.84% | 5 |
|
|
2020
Q3 | $7.86M | Sell |
67,824
-1,544
| -2% | -$179K | 4.03% | 6 |
|
|
2020
Q2 | $6.33M | Sell |
69,368
-2,140
| -3% | -$195K | 3.58% | 7 |
|
|
2020
Q1 | $4.55M | Sell |
71,508
-3,056
| -4% | -$194K | 3.16% | 7 |
|
|
2019
Q4 | $5.47M | Buy |
74,564
+2,812
| +4% | +$206K | 3.54% | 6 |
|
|
2019
Q3 | $4.02M | Sell |
71,752
-2,172
| -3% | -$122K | 2.89% | 7 |
|
|
2019
Q2 | $2.92M | Buy |
73,924
+1,852
| +3% | +$73K | 2.66% | 9 |
|
|
2019
Q1 | $3.62M | Sell |
72,072
-1,852
| -3% | -$92.9K | 2.3% | 9 |
|
|
2018
Q4 | $2.92M | Buy |
+73,924
| New | +$2.92M | 2.22% | 9 |
|