AIFS
A&I Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Sell |
15,911
-17
| -0.1% | -$3.49K | 1.84% | 11 |
|
|
2025
Q1 | $3.54M | Buy |
15,928
+11,000
| +223% | +$2.44M | 2.39% | 8 |
|
|
2024
Q4 | $1.23M | Buy |
+4,928
| New | +$1.23M | 1.2% | 15 |
|
|
2019
Q3 | $251K | Sell |
1,121
-28
| -2% | -$6.27K | 0.38% | 21 |
|
|
2019
Q2 | $227K | Buy |
+1,149
| New | +$227K | 0.37% | 19 |
|
|
2018
Q4 | – | Sell |
-1,175
| Closed | -$265K | – | 21 |
|
|
2018
Q3 | $265K | Buy |
+1,175
| New | +$265K | 0.66% | 15 |
|