World Equity Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Sell |
83,511
-26,886
| -24% | -$5.48M | 4.65% | 2 |
|
|
2025
Q1 | $24.7M | Buy |
110,397
+29,631
| +37% | +$6.62M | 7.05% | 1 |
|
|
2024
Q4 | $20.2M | Sell |
80,766
-3,107
| -4% | -$778K | 4.34% | 2 |
|
|
2024
Q3 | $19.5M | Sell |
83,873
-3,396
| -4% | -$791K | 7.06% | 1 |
|
|
2024
Q2 | $18.4M | Sell |
87,269
-89,563
| -51% | -$18.9M | 5.49% | 1 |
|
|
2024
Q1 | $30.3M | Sell |
176,832
-64,250
| -27% | -$11M | 6.23% | 2 |
|
|
2023
Q4 | $46.1M | Buy |
241,082
+4,978
| +2% | +$951K | 9.24% | 1 |
|
|
2023
Q3 | $40.4M | Buy |
236,104
+117,822
| +100% | +$20.2M | 8.4% | 1 |
|
|
2023
Q2 | $22.9M | Buy |
118,282
+21,592
| +22% | +$4.19M | 6.76% | 1 |
|
|
2023
Q1 | $13.7M | Sell |
96,690
-34,123
| -26% | -$4.82M | 2.04% | 5 |
|
|
2022
Q4 | $17M | Sell |
130,813
-1,453
| -1% | -$189K | 4.03% | 1 |
|
|
2022
Q3 | $18.3M | Sell |
132,266
-578
| -0.4% | -$79.9K | 4.62% | 2 |
|
|
2022
Q2 | $18.2M | Sell |
132,844
-4,736
| -3% | -$648K | 4.56% | 1 |
|
|
2022
Q1 | $24M | Buy |
+137,580
| New | +$24M | 5.18% | 1 |
|