Whalen Wealth 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 | $1.47M | Buy |
7,175
+405
| +6% | +$83.1K | 0.92% | 21 |
|
|
2025
Q1 | $1.5M | Buy |
6,770
+550
| +9% | +$122K | 1% | 29 |
|
|
2024
Q4 | $1.56M | Sell |
6,220
-9,571
| -61% | -$2.4M | 1.08% | 18 |
|
|
2024
Q3 | $3.68M | Sell |
15,791
-6,361
| -29% | -$1.48M | 2.6% | 9 |
|
|
2024
Q2 | $4.67M | Buy |
22,152
+10,561
| +91% | +$2.22M | 3.7% | 4 |
|
|
2024
Q1 | $1.99M | Buy |
11,591
+5,260
| +83% | +$902K | 1.47% | 12 |
|
|
2023
Q4 | $1.22M | Buy |
+6,331
| New | +$1.22M | 1.1% | 15 |
|