Wolff Financial 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 | $4.05M | Buy |
19,732
+209
| +1% | +$42.9K | 1.05% | 16 |
|
|
2025
Q1 | $4.34M | Buy |
19,523
+1
| +0% | +$222 | 1.2% | 14 |
|
|
2024
Q4 | $4.89M | Sell |
19,522
-64
| -0.3% | -$16K | 1.36% | 13 |
|
|
2024
Q3 | $4.56M | Buy |
19,586
+234
| +1% | +$54.5K | 1.24% | 13 |
|
|
2024
Q2 | $4.08M | Buy |
19,352
+1
| +0% | +$211 | 3.01% | 6 |
|
|
2024
Q1 | $3.32M | Buy |
19,351
+2,130
| +12% | +$365K | 0.97% | 18 |
|
|
2023
Q4 | $3.32M | Buy |
17,221
+1
| +0% | +$193 | 1.02% | 16 |
|
|
2023
Q3 | $2.95M | Buy |
+17,220
| New | +$2.95M | 1.01% | 17 |
|
|
2023
Q2 | – | Sell |
-19,109
| Closed | -$3.15M | – | 36 |
|
|
2023
Q1 | $3.15M | Sell |
19,109
-71
| -0.4% | -$11.7K | 1.1% | 17 |
|
|
2022
Q4 | $2.49M | Sell |
19,180
-141
| -0.7% | -$18.3K | 0.92% | 22 |
|
|
2022
Q3 | $2.67M | Sell |
19,321
-239
| -1% | -$33K | 1.22% | 21 |
|
|
2022
Q2 | $2.67M | Buy |
19,560
+232
| +1% | +$31.7K | 1.19% | 23 |
|
|
2022
Q1 | $3.38M | Sell |
19,328
-161
| -0.8% | -$28.1K | 1.34% | 19 |
|
|
2021
Q4 | $3.46M | Buy |
+19,489
| New | +$3.46M | 1.31% | 21 |
|
|
2021
Q1 | $2.38M | Sell |
19,464
-18
| -0.1% | -$2.2K | 1.09% | 23 |
|
|
2020
Q4 | $2.59M | Sell |
19,482
-121
| -0.6% | -$16.1K | 1.36% | 18 |
|
|
2020
Q3 | $2.27M | Buy |
19,603
+31
| +0.2% | +$3.59K | 1.35% | 18 |
|
|
2020
Q2 | $1.79M | Buy |
19,572
+16
| +0.1% | +$1.46K | 1.14% | 22 |
|
|
2020
Q1 | $1.24M | Buy |
19,556
+968
| +5% | +$61.5K | 0.94% | 25 |
|
|
2019
Q4 | $1.37M | Sell |
18,588
-116
| -0.6% | -$8.52K | 0.91% | 22 |
|
|
2019
Q3 | $1.05M | Buy |
18,704
+4
| +0% | +$224 | 0.76% | 28 |
|
|
2019
Q2 | $925K | Buy |
18,700
+1,204
| +7% | +$59.6K | 0.71% | 31 |
|
|
2019
Q1 | $831K | Buy |
17,496
+8
| +0% | +$380 | 0.69% | 32 |
|
|
2018
Q4 | $690K | Buy |
+17,488
| New | +$690K | 0.67% | 33 |
|