Wealthgate Family Office’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,283
| Closed | -$3.43M | – | 15 |
|
|
2024
Q2 | $3.43M | Buy |
16,283
+698
| +4% | +$147K | 8.44% | 3 |
|
|
2024
Q1 | $2.67M | Hold |
15,585
| – | – | 6.94% | 4 |
|
|
2023
Q4 | $3M | Hold |
15,585
| – | – | 8.31% | 4 |
|
|
2023
Q3 | $2.67M | Hold |
15,585
| – | – | 8.29% | 4 |
|
|
2023
Q2 | $3.02M | Hold |
15,585
| – | – | 8.84% | 3 |
|
|
2023
Q1 | $2.57M | Hold |
15,585
| – | – | 7.39% | 4 |
|
|
2022
Q4 | $2.02M | Hold |
15,585
| – | – | 5.5% | 4 |
|
|
2022
Q3 | $2.15M | Buy |
15,585
+40
| +0.3% | +$5.53K | 5.73% | 5 |
|
|
2022
Q2 | $2.13M | Buy |
15,545
+4,345
| +39% | +$594K | 5.25% | 5 |
|
|
2022
Q1 | $1.96M | Sell |
11,200
-3,595
| -24% | -$628K | 3.92% | 7 |
|
|
2021
Q4 | $2.63M | Buy |
14,795
+11,359
| +331% | +$2.02M | 4.09% | 6 |
|
|
2021
Q3 | $486K | Buy |
+3,436
| New | +$486K | 0.75% | 22 |
|
|
2021
Q2 | – | Sell |
-7,044
| Closed | -$860K | – | 16 |
|
|
2021
Q1 | $860K | Buy |
+7,044
| New | +$860K | 1.17% | 13 |
|