626 Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.7M | Buy |
52,363
+357
| +0.7% | +$73.2K | 5.03% | 4 |
|
2025
Q1 | $11.6M | Buy |
52,006
+1,177
| +2% | +$261K | 5.95% | 3 |
|
2024
Q4 | $12.7M | Sell |
50,829
-396
| -0.8% | -$99.2K | 6.86% | 3 |
|
2024
Q3 | $11.9M | Sell |
51,225
-1,279
| -2% | -$298K | 6.61% | 3 |
|
2024
Q2 | $11.1M | Sell |
52,504
-744
| -1% | -$157K | 6.39% | 3 |
|
2024
Q1 | $9.13M | Buy |
53,248
+1,172
| +2% | +$201K | 5.5% | 3 |
|
2023
Q4 | $10M | Buy |
52,076
+4,316
| +9% | +$831K | 6.63% | 3 |
|
2023
Q3 | $8.18M | Sell |
47,760
-292
| -0.6% | -$50K | 5.53% | 3 |
|
2023
Q2 | $9.32M | Sell |
48,052
-1,361
| -3% | -$264K | 5.95% | 3 |
|
2023
Q1 | $8.15M | Buy |
49,413
+1,791
| +4% | +$295K | 5.4% | 3 |
|
2022
Q4 | $6.19M | Buy |
47,622
+253
| +0.5% | +$32.9K | 4.3% | 4 |
|
2022
Q3 | $6.55M | Sell |
47,369
-812
| -2% | -$112K | 5.3% | 3 |
|
2022
Q2 | $6.59M | Buy |
48,181
+910
| +2% | +$124K | 4.99% | 6 |
|
2022
Q1 | $8.25M | Buy |
47,271
+188
| +0.4% | +$32.8K | 5.28% | 4 |
|
2021
Q4 | $8.36M | Buy |
+47,083
| New | +$8.36M | 5.12% | 4 |
|
2021
Q1 | $8.25M | Buy |
+47,271
| New | +$8.25M | 5.28% | 4 |
|