WealthCare Investment Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
9,781
+270
| +3% | +$57.7K | 0.75% | 39 |
|
|
2025
Q1 | $1.84M | Buy |
9,511
+87
| +0.9% | +$16.8K | 0.78% | 38 |
|
|
2024
Q4 | $2.3M | Sell |
9,424
-62
| -0.7% | -$15.1K | 1% | 31 |
|
|
2024
Q3 | $2.1M | Sell |
9,486
-1,085
| -10% | -$241K | 0.92% | 33 |
|
|
2024
Q2 | $2.23M | Sell |
10,571
-1,491
| -12% | -$314K | 1.03% | 31 |
|
|
2024
Q1 | $2.07M | Buy |
12,062
+596
| +5% | +$102K | 1% | 31 |
|
|
2023
Q4 | $2.13M | Buy |
11,466
+414
| +4% | +$76.8K | 1.16% | 26 |
|
|
2023
Q3 | $1.92M | Buy |
+11,052
| New | +$1.92M | 1.17% | 27 |
|
|
2023
Q2 | – | Sell |
-10,141
| Closed | -$1.67M | – | 120 |
|
|
2023
Q1 | $1.67M | Buy |
10,141
+137
| +1% | +$22.6K | 1.01% | 28 |
|
|
2022
Q4 | $1.3M | Sell |
10,004
-76
| -0.8% | -$9.88K | 0.89% | 31 |
|
|
2022
Q3 | $1.39M | Sell |
10,080
-55
| -0.5% | -$7.6K | 1.15% | 25 |
|
|
2022
Q2 | $1.39M | Buy |
10,135
+204
| +2% | +$27.9K | 1.19% | 24 |
|
|
2022
Q1 | $1.69M | Buy |
9,931
+183
| +2% | +$31.2K | 1.5% | 16 |
|
|
2021
Q4 | $1.73M | Buy |
+9,748
| New | +$1.73M | 1.67% | 16 |
|