AFS
Access Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
9,420
-30
| -0.3% | -$6.16K | 0.73% | 19 |
|
|
2025
Q1 | $2.1M | Hold |
9,450
| – | – | 0.84% | 17 |
|
|
2024
Q4 | $2.37M | Sell |
9,450
-120
| -1% | -$30.1K | 1.05% | 18 |
|
|
2024
Q3 | $2.23M | Sell |
9,570
-386
| -4% | -$89.9K | 1.02% | 19 |
|
|
2024
Q2 | $2.1M | Sell |
9,956
-101
| -1% | -$21.3K | 0.95% | 18 |
|
|
2024
Q1 | $1.72M | Buy |
10,057
+449
| +5% | +$77K | 0.77% | 27 |
|
|
2023
Q4 | $1.85M | Hold |
9,608
| – | – | 0.95% | 19 |
|
|
2023
Q3 | $1.64M | Hold |
9,608
| – | – | 0.99% | 20 |
|
|
2023
Q2 | $1.86M | Hold |
9,608
| – | – | 1.09% | 17 |
|
|
2023
Q1 | $1.58M | Sell |
9,608
-95
| -1% | -$15.7K | 0.96% | 25 |
|
|
2022
Q4 | $1.26M | Buy |
9,703
+22
| +0.2% | +$2.86K | 0.77% | 38 |
|
|
2022
Q3 | $1.34M | Buy |
9,681
+315
| +3% | +$43.5K | 0.87% | 27 |
|
|
2022
Q2 | $1.28M | Sell |
9,366
-528
| -5% | -$72.2K | 0.73% | 35 |
|
|
2022
Q1 | $1.73M | Buy |
9,894
+215
| +2% | +$37.6K | 0.82% | 31 |
|
|
2021
Q4 | $1.72M | Buy |
9,679
+235
| +2% | +$41.7K | 0.77% | 41 |
|
|
2021
Q3 | $1.34M | Buy |
9,444
+137
| +1% | +$19.4K | 0.6% | 56 |
|
|
2021
Q2 | $1.28M | Buy |
9,307
+608
| +7% | +$83.3K | 0.59% | 60 |
|
|
2021
Q1 | $1.06M | Sell |
8,699
-933
| -10% | -$114K | 0.5% | 60 |
|
|
2020
Q4 | $1.28M | Buy |
9,632
+1,601
| +20% | +$212K | 0.63% | 46 |
|
|
2020
Q3 | $930K | Buy |
8,031
+5,781
| +257% | +$669K | 0.5% | 48 |
|
|
2020
Q2 | $821K | Sell |
2,250
-259
| -10% | -$94.5K | 0.54% | 46 |
|
|
2020
Q1 | $638K | Buy |
2,509
+57
| +2% | +$14.5K | 0.51% | 41 |
|
|
2019
Q4 | $720K | Sell |
2,452
-637
| -21% | -$187K | 0.42% | 52 |
|
|
2019
Q3 | $692K | Hold |
3,089
| – | – | 0.49% | 47 |
|
|
2019
Q2 | $611K | Buy |
3,089
+537
| +21% | +$106K | 0.47% | 49 |
|
|
2019
Q1 | $485K | Buy |
2,552
+445
| +21% | +$84.6K | 0.38% | 50 |
|
|
2018
Q4 | $332K | Buy |
2,107
+250
| +13% | +$39.4K | 0.3% | 60 |
|
|
2018
Q3 | $419K | Buy |
1,857
+125
| +7% | +$28.2K | 0.29% | 55 |
|
|
2018
Q2 | $321K | Buy |
1,732
+56
| +3% | +$10.4K | 0.23% | 59 |
|
|
2018
Q1 | $281K | Sell |
1,676
-300
| -15% | -$50.3K | 0.21% | 64 |
|
|
2017
Q4 | $334K | Buy |
1,976
+60
| +3% | +$10.1K | 0.23% | 60 |
|
|
2017
Q3 | $295K | Buy |
1,916
+116
| +6% | +$17.9K | 0.23% | 60 |
|
|
2017
Q2 | $259K | Sell |
1,800
-650
| -27% | -$93.5K | 0.21% | 63 |
|
|
2017
Q1 | $352K | Buy |
2,450
+195
| +9% | +$28K | 0.3% | 57 |
|
|
2016
Q4 | $261K | Buy |
+2,255
| New | +$261K | 0.24% | 58 |
|