AFA
AA Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Sell |
20,436
-1,331
| -6% | -$273K | 0.9% | 35 |
|
|
2025
Q1 | $4.84M | Buy |
21,767
+1,717
| +9% | +$381K | 1.18% | 29 |
|
|
2024
Q4 | $5.02M | Buy |
20,050
+252
| +1% | +$63.1K | 1.34% | 27 |
|
|
2024
Q3 | $4.61M | Sell |
19,798
-2,302
| -10% | -$536K | 1.34% | 25 |
|
|
2024
Q2 | $4.65M | Buy |
22,100
+1,012
| +5% | +$213K | 1.64% | 22 |
|
|
2024
Q1 | $3.62M | Buy |
21,088
+19,470
| +1,203% | +$3.34M | 1.46% | 18 |
|
|
2023
Q4 | $312K | Buy |
+1,618
| New | +$312K | 0.21% | 45 |
|