Whelan Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35M | Buy |
30,953
+109
| +0.4% | +$22.4K | 2.3% | 9 |
|
|
2025
Q1 | $6.85M | Buy |
30,844
+1,841
| +6% | +$409K | 2.66% | 9 |
|
|
2024
Q4 | $7.26M | Buy |
29,003
+7,458
| +35% | +$1.87M | 2.86% | 9 |
|
|
2024
Q3 | $5.02M | Buy |
21,545
+745
| +4% | +$174K | 2.07% | 9 |
|
|
2024
Q2 | $4.38M | Sell |
20,800
-135
| -0.6% | -$28.4K | 1.96% | 9 |
|
|
2024
Q1 | $3.59M | Buy |
20,935
+1,691
| +9% | +$290K | 1.64% | 10 |
|
|
2023
Q4 | $3.7M | Buy |
19,244
+6
| +0% | +$1.16K | 1.73% | 9 |
|
|
2023
Q3 | $3.29M | Buy |
19,238
+909
| +5% | +$156K | 1.74% | 9 |
|
|
2023
Q2 | $3.56M | Buy |
18,329
+15
| +0.1% | +$2.91K | 1.86% | 9 |
|
|
2023
Q1 | $3.02M | Sell |
18,314
-191
| -1% | -$31.5K | 1.67% | 9 |
|
|
2022
Q4 | $2.4M | Buy |
18,505
+9,827
| +113% | +$1.28M | 1.45% | 9 |
|
|
2022
Q3 | $1.2M | Sell |
8,678
-165
| -2% | -$22.8K | 0.82% | 11 |
|
|
2022
Q2 | $1.21M | Buy |
8,843
+6,617
| +297% | +$905K | 0.82% | 12 |
|
|
2022
Q1 | $389K | Buy |
2,226
+1,055
| +90% | +$184K | 0.24% | 15 |
|
|
2021
Q4 | $208K | Buy |
+1,171
| New | +$208K | 0.13% | 19 |
|