WealthShield Partners’s Apple AAPL Stock Holding History

WealthShield Partners’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.2M	Buy	74,221 +3,388	+5%	+$695K	1.84%	8
2025 Q1	$15.7M	Buy	70,833 +11,718	+20%	+$2.6M	2.02%	3
2024 Q4	$14.8M	Sell	59,115 -4,234	-7%	-$1.06M	2.1%	5
2024 Q3	$14.8M	Buy	63,349 +4,408	+7%	+$1.03M	2%	6
2024 Q2	$12.4M	Sell	58,941 -724	-1%	-$152K	1.89%	7
2024 Q1	$10.2M	Buy	59,665 +4,169	+8%	+$715K	1.66%	6
2023 Q4	$10.7M	Sell	55,496 -4,095	-7%	-$788K	1.76%	6
2023 Q3	$10.2M	Buy	59,591 +311	+0.5%	+$53.2K	1.54%	11
2023 Q2	$11.5M	Sell	59,280 -1,358	-2%	-$263K	1.73%	10
2023 Q1	$10M	Sell	60,638 -635	-1%	-$105K	1.61%	11
2022 Q4	$7.96M	Sell	61,273 -1,735	-3%	-$225K	1.52%	13
2022 Q3	$8.71M	Sell	63,008 -186	-0.3%	-$25.7K	1.73%	10
2022 Q2	$8.64M	Sell	63,194 -1,680	-3%	-$230K	1.71%	10
2022 Q1	$11.3M	Sell	64,874 -34,645	-35%	-$6.05M	1.81%	8
2021 Q4	$17.7M	Buy	99,519 +69,200	+228%	+$12.3M	2.94%	4
2021 Q3	$4.29M	Sell	30,319 -19,107	-39%	-$2.7M	1.15%	25
2021 Q2	$6.77M	Sell	49,426 -412	-0.8%	-$56.4K	1.06%	27
2021 Q1	$6.09M	Sell	49,838 -27,681	-36%	-$3.38M	1.09%	23
2020 Q4	$10.3M	Buy	77,519 +23,147	+43%	+$3.07M	1.9%	9
2020 Q3	$6.3M	Buy	54,372 +9,268	+21%	+$1.07M	2.21%	4
2020 Q2	$4.11M	Buy	45,104 +21,408	+90%	+$1.95M	1.89%	11
2020 Q1	$1.51M	Buy	23,696 +4,500	+23%	+$286K	0.92%	25
2019 Q4	$1.41M	Sell	19,196 -956	-5%	-$70.2K	0.69%	29
2019 Q3	$1.13M	Sell	20,152 -696	-3%	-$39K	0.6%	35
2019 Q2	$1.03M	Sell	20,848 -272	-1%	-$13.5K	0.6%	33
2019 Q1	$1M	Buy	21,120 +492	+2%	+$23.4K	0.56%	39
2018 Q4	$814K	Buy	20,628 +904	+5%	+$35.7K	0.55%	37
2018 Q3	$1.11M	Buy	19,724 +1,060	+6%	+$59.8K	0.64%	30
2018 Q2	$864K	Buy	18,664 +492	+3%	+$22.8K	0.53%	39
2018 Q1	$762K	Sell	18,172 -2,348	-11%	-$98.5K	0.48%	43
2017 Q4	$883K	Buy	+20,520	New	+$883K	0.54%	36