Windle Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.83M | Buy |
43,016
+2,239
| +5% | +$459K | 4.31% | 4 |
|
|
2025
Q1 | $9.06M | Sell |
40,777
-2,558
| -6% | -$568K | 4.67% | 1 |
|
|
2024
Q4 | $10.9M | Sell |
43,335
-101
| -0.2% | -$25.3K | 6% | 1 |
|
|
2024
Q3 | $10.1M | Sell |
43,436
-1,198
| -3% | -$279K | 5.5% | 1 |
|
|
2024
Q2 | $9.4M | Buy |
44,634
+7,545
| +20% | +$1.59M | 5.73% | 2 |
|
|
2024
Q1 | $6.36M | Buy |
37,089
+1,699
| +5% | +$291K | 4.05% | 14 |
|
|
2023
Q4 | $6.81M | Sell |
35,390
-1,487
| -4% | -$286K | 4.78% | 2 |
|
|
2023
Q3 | $6.31M | Sell |
36,877
-3,510
| -9% | -$601K | 4.71% | 5 |
|
|
2023
Q2 | $7.83M | Sell |
40,387
-550
| -1% | -$107K | 5.65% | 2 |
|
|
2023
Q1 | $6.75M | Buy |
40,937
+797
| +2% | +$131K | 5% | 3 |
|
|
2022
Q4 | $5.22M | Buy |
+40,140
| New | +$5.22M | 4.07% | 15 |
|