Wheelhouse Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
6,488
+860
| +15% | +$176K | 0.66% | 16 |
|
|
2025
Q1 | $1.25M | Sell |
5,628
-443
| -7% | -$98.4K | 0.71% | 15 |
|
|
2024
Q4 | $1.52M | Sell |
6,071
-26
| -0.4% | -$6.51K | 0.9% | 15 |
|
|
2024
Q3 | $1.42M | Sell |
6,097
-289
| -5% | -$67.3K | 0.91% | 15 |
|
|
2024
Q2 | $1.41M | Sell |
6,386
-174
| -3% | -$38.3K | 0.99% | 14 |
|
|
2024
Q1 | $1.12M | Sell |
6,560
-221
| -3% | -$37.9K | 0.86% | 15 |
|
|
2023
Q4 | $1.31M | Buy |
+6,781
| New | +$1.31M | 1.14% | 15 |
|