WealthBridge Investment Counsel’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.91M | Sell |
43,419
-85
| -0.2% | -$17.4K | 2.89% | 15 |
|
|
2025
Q1 | $9.66M | Sell |
43,504
-93
| -0.2% | -$20.7K | 3.52% | 9 |
|
|
2024
Q4 | $10.9M | Sell |
43,597
-571
| -1% | -$143K | 4.01% | 6 |
|
|
2024
Q3 | $10.3M | Sell |
44,168
-410
| -0.9% | -$95.5K | 3.65% | 9 |
|
|
2024
Q2 | $9.39M | Sell |
44,578
-6,375
| -13% | -$1.34M | 3.59% | 11 |
|
|
2024
Q1 | $8.74M | Sell |
50,953
-1,130
| -2% | -$194K | 3.24% | 12 |
|
|
2023
Q4 | $10M | Sell |
52,083
-3,216
| -6% | -$619K | 4.01% | 5 |
|
|
2023
Q3 | $9.47M | Sell |
55,299
-923
| -2% | -$158K | 4.13% | 4 |
|
|
2023
Q2 | $10.9M | Sell |
56,222
-4,430
| -7% | -$859K | 4.59% | 1 |
|
|
2023
Q1 | $10M | Sell |
60,652
-6,058
| -9% | -$999K | 4.43% | 2 |
|
|
2022
Q4 | $8.67M | Buy |
66,710
+5,112
| +8% | +$664K | 3.79% | 7 |
|
|
2022
Q3 | $8.51M | Sell |
61,598
-8,542
| -12% | -$1.18M | 4.48% | 3 |
|
|
2022
Q2 | $9.59M | Sell |
70,140
-170
| -0.2% | -$23.2K | 4.86% | 3 |
|
|
2022
Q1 | $12.3M | Sell |
70,310
-100
| -0.1% | -$17.5K | 5.42% | 3 |
|
|
2021
Q4 | $12.5M | Sell |
70,410
-1,003
| -1% | -$178K | 5.3% | 3 |
|
|
2021
Q3 | $10.1M | Sell |
71,413
-2,394
| -3% | -$339K | 4.54% | 4 |
|
|
2021
Q2 | $10.1M | Sell |
73,807
-337
| -0.5% | -$46.2K | 4.48% | 4 |
|
|
2021
Q1 | $9.06M | Sell |
74,144
-6,010
| -7% | -$734K | 4.43% | 5 |
|
|
2020
Q4 | $10.6M | Sell |
80,154
-1,735
| -2% | -$230K | 5.56% | 3 |
|
|
2020
Q3 | $9.48M | Sell |
81,889
-32,863
| -29% | -$3.81M | 5.78% | 3 |
|
|
2020
Q2 | $10.5M | Sell |
114,752
-3,880
| -3% | -$354K | 6.95% | 2 |
|
|
2020
Q1 | $7.54M | Sell |
118,632
-26,200
| -18% | -$1.67M | 6.41% | 2 |
|
|
2019
Q4 | $10.6M | Buy |
+144,832
| New | +$10.6M | 6.03% | 3 |
|