Wealthcare 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 | $2.03M | Sell |
9,903
-3,742
| -27% | -$768K | 0.21% | 21 |
|
|
2025
Q1 | $3.03M | Buy |
13,645
+1,960
| +17% | +$435K | 0.31% | 19 |
|
|
2024
Q4 | $2.93M | Buy |
11,685
+596
| +5% | +$149K | 0.29% | 18 |
|
|
2024
Q3 | $2.58M | Buy |
11,089
+362
| +3% | +$84.3K | 0.26% | 20 |
|
|
2024
Q2 | $2.26M | Buy |
10,727
+962
| +10% | +$203K | 0.24% | 20 |
|
|
2024
Q1 | $1.67M | Sell |
9,765
-387
| -4% | -$66.4K | 0.19% | 22 |
|
|
2023
Q4 | $1.95M | Buy |
10,152
+2,368
| +30% | +$456K | 0.22% | 20 |
|
|
2023
Q3 | $1.33M | Sell |
7,784
-2,396
| -24% | -$410K | 0.16% | 28 |
|
|
2023
Q2 | $1.97M | Buy |
10,180
+158
| +2% | +$30.6K | 0.23% | 18 |
|
|
2023
Q1 | $1.65M | Buy |
10,022
+4
| +0% | +$660 | 0.2% | 16 |
|
|
2022
Q4 | $1.3M | Buy |
10,018
+13
| +0.1% | +$1.69K | 0.17% | 22 |
|
|
2022
Q3 | $1.38M | Buy |
10,005
+135
| +1% | +$18.7K | 0.17% | 19 |
|
|
2022
Q2 | $1.35M | Sell |
9,870
-3,150
| -24% | -$431K | 0.15% | 20 |
|
|
2022
Q1 | $2.27M | Buy |
13,020
+3,491
| +37% | +$609K | 0.22% | 19 |
|
|
2021
Q4 | $1.69M | Sell |
9,529
-864
| -8% | -$153K | 0.16% | 24 |
|
|
2021
Q3 | $1.47M | Buy |
10,393
+131
| +1% | +$18.5K | 0.14% | 22 |
|
|
2021
Q2 | $1.41M | Sell |
10,262
-207
| -2% | -$28.3K | 0.14% | 23 |
|
|
2021
Q1 | $1.28M | Buy |
10,469
+742
| +8% | +$90.7K | 0.13% | 24 |
|
|
2020
Q4 | $1.29M | Buy |
9,727
+176
| +2% | +$23.4K | 0.13% | 23 |
|
|
2020
Q3 | $1.11M | Buy |
9,551
+471
| +5% | +$54.5K | 0.13% | 23 |
|
|
2020
Q2 | $828K | Buy |
9,080
+1,768
| +24% | +$161K | 0.1% | 25 |
|
|
2020
Q1 | $465K | Sell |
7,312
-1,068
| -13% | -$67.9K | 0.06% | 34 |
|
|
2019
Q4 | $615K | Buy |
8,380
+1,392
| +20% | +$102K | 0.07% | 33 |
|
|
2019
Q3 | $391K | Hold |
6,988
| – | – | 0.05% | 41 |
|
|
2019
Q2 | $346K | Buy |
6,988
+280
| +4% | +$13.9K | 0.05% | 39 |
|
|
2019
Q1 | $319K | Hold |
6,708
| – | – | 0.05% | 42 |
|
|
2018
Q4 | $265K | Hold |
6,708
| – | – | 0.04% | 47 |
|
|
2018
Q3 | $379K | Buy |
6,708
+836
| +14% | +$47.2K | 0.04% | 36 |
|
|
2018
Q2 | $272K | Sell |
5,872
-512
| -8% | -$23.7K | 0.03% | 39 |
|
|
2018
Q1 | $268K | Sell |
6,384
-292
| -4% | -$12.3K | 0.03% | 38 |
|
|
2017
Q4 | $282K | Sell |
6,676
-396
| -6% | -$16.7K | 0.03% | 37 |
|
|
2017
Q3 | $272K | Sell |
7,072
-400
| -5% | -$15.4K | 0.03% | 38 |
|
|
2017
Q2 | $269K | Hold |
7,472
| – | – | 0.03% | 39 |
|
|
2017
Q1 | $268K | Sell |
7,472
-1,000
| -12% | -$35.9K | 0.03% | 40 |
|
|
2016
Q4 | $245K | Buy |
8,472
+808
| +11% | +$23.4K | 0.03% | 41 |
|
|
2016
Q3 | $217K | Sell |
7,664
-1,500
| -16% | -$42.5K | 0.02% | 41 |
|
|
2016
Q2 | $219K | Sell |
9,164
-3,800
| -29% | -$90.8K | 0.03% | 40 |
|
|
2016
Q1 | $353K | Sell |
12,964
-880
| -6% | -$24K | 0.04% | 29 |
|
|
2015
Q4 | $364K | Buy |
13,844
+1,480
| +12% | +$38.9K | 0.04% | 33 |
|
|
2015
Q3 | $341K | Sell |
12,364
-620
| -5% | -$17.1K | 0.04% | 32 |
|
|
2015
Q2 | $407K | Sell |
12,984
-18,460
| -59% | -$579K | 0.05% | 28 |
|
|
2015
Q1 | $978K | Buy |
31,444
+22,380
| +247% | +$696K | 0.12% | 24 |
|
|
2014
Q4 | $250K | Buy |
9,064
+1,448
| +19% | +$39.9K | 0.03% | 35 |
|
|
2014
Q3 | $192K | Buy |
7,616
+2,352
| +45% | +$59.3K | 0.03% | 44 |
|
|
2014
Q2 | $122K | Hold |
5,264
| – | – | 0.02% | 49 |
|
|
2014
Q1 | $101K | Buy |
5,264
+952
| +22% | +$18.3K | 0.02% | 57 |
|
|
2013
Q4 | $86K | Buy |
4,312
+4,060
| +1,611% | +$81K | 0.01% | 34 |
|
|
2013
Q3 | $4K | Hold |
252
| – | – | ﹤0.01% | 94 |
|
|
2013
Q2 | $4K | Buy |
+252
| New | +$4K | ﹤0.01% | 95 |
|