Williams & Novak’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
9,458
+11
| +0.1% | +$2.26K | 1.65% | 14 |
|
|
2025
Q1 | $2.11M | Sell |
9,447
-2,664
| -22% | -$595K | 2.06% | 9 |
|
|
2024
Q4 | $3.03M | Sell |
12,111
-597
| -5% | -$150K | 2.92% | 6 |
|
|
2024
Q3 | $2.96M | Buy |
12,708
+1,604
| +14% | +$374K | 2.76% | 6 |
|
|
2024
Q2 | $2.34M | Buy |
11,104
+815
| +8% | +$172K | 2.18% | 9 |
|
|
2024
Q1 | $1.98M | Hold |
10,289
| – | – | 2.25% | 12 |
|
|
2023
Q4 | $1.98M | Buy |
+10,289
| New | +$1.98M | 2.25% | 12 |
|