Accordant Advisory 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 | $329K | Hold |
1,604
| – | – | 0.25% | 44 |
|
|
2025
Q1 | $356K | Buy |
1,604
+420
| +35% | +$93.3K | 0.35% | 26 |
|
|
2024
Q4 | $296K | Sell |
1,184
-200
| -14% | -$50.1K | 0.29% | 37 |
|
|
2024
Q3 | $322K | Buy |
1,384
+135
| +11% | +$31.5K | 0.26% | 40 |
|
|
2024
Q2 | $263K | Sell |
1,249
-9,399
| -88% | -$1.98M | 0.25% | 50 |
|
|
2024
Q1 | $1.83M | Buy |
+10,648
| New | +$1.83M | 1.36% | 24 |
|