Win Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,061
| Closed | -$902K | – | 49 |
|
|
2025
Q1 | $902K | Buy |
+4,061
| New | +$902K | 0.46% | 39 |
|
|
2024
Q1 | – | Sell |
-1,218
| Closed | -$235K | – | 55 |
|
|
2023
Q4 | $235K | Buy |
+1,218
| New | +$235K | 0.11% | 51 |
|
|
2023
Q1 | – | Sell |
-45
| Closed | -$5.85K | – | 37 |
|
|
2022
Q4 | $5.85K | Hold |
45
| – | – | ﹤0.01% | 116 |
|
|
2022
Q3 | $6K | Hold |
45
| – | – | ﹤0.01% | 106 |
|
|
2022
Q2 | $6K | Hold |
45
| – | – | 0.01% | 132 |
|
|
2022
Q1 | $8K | Buy |
+45
| New | +$8K | ﹤0.01% | 141 |
|