Wilson & Boucher Capital 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 | $7.14M | Sell |
34,790
-747
| -2% | -$153K | 4.98% | 2 |
|
2025
Q1 | $7.89M | Sell |
35,537
-1,254
| -3% | -$279K | 5.88% | 2 |
|
2024
Q4 | $9.21M | Sell |
36,791
-200
| -0.5% | -$50.1K | 6.53% | 2 |
|
2024
Q3 | $8.62M | Sell |
36,991
-70
| -0.2% | -$16.3K | 5.94% | 2 |
|
2024
Q2 | $7.81M | Buy |
37,061
+94
| +0.3% | +$19.8K | 5.98% | 3 |
|
2024
Q1 | $6.34M | Sell |
36,967
-1,825
| -5% | -$313K | 4.99% | 3 |
|
2023
Q4 | $7.47M | Buy |
38,792
+1,848
| +5% | +$356K | 6.29% | 2 |
|
2023
Q3 | $6.33M | Buy |
36,944
+208
| +0.6% | +$35.6K | 6.01% | 2 |
|
2023
Q2 | $7.13M | Sell |
36,736
-28
| -0.1% | -$5.43K | 6.42% | 2 |
|
2023
Q1 | $6.06M | Buy |
36,764
+1,299
| +4% | +$214K | 5.83% | 2 |
|
2022
Q4 | $4.61M | Sell |
35,465
-449
| -1% | -$58.3K | 4.72% | 2 |
|
2022
Q3 | $4.96M | Buy |
35,914
+278
| +0.8% | +$38.4K | 5.78% | 2 |
|
2022
Q2 | $4.87M | Sell |
35,636
-1,987
| -5% | -$272K | 5.35% | 2 |
|
2022
Q1 | $6.57M | Buy |
37,623
+186
| +0.5% | +$32.5K | 5.95% | 2 |
|
2021
Q4 | $6.65M | Buy |
+37,437
| New | +$6.65M | 5.99% | 2 |
|