AFAS
Acorn Financial Advisory Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
55,102
-2,103
| -4% | -$431K | 1.85% | 15 |
|
|
2025
Q1 | $12.7M | Sell |
57,205
-13,237
| -19% | -$2.94M | 2.3% | 14 |
|
|
2024
Q4 | $17.6M | Sell |
70,442
-48
| -0.1% | -$12K | 2.91% | 10 |
|
|
2024
Q3 | $16.4M | Sell |
70,490
-30,660
| -30% | -$7.14M | 2.91% | 10 |
|
|
2024
Q2 | $21.3M | Sell |
101,150
-1,495
| -1% | -$315K | 3.98% | 9 |
|
|
2024
Q1 | $17.6M | Sell |
102,645
-17,512
| -15% | -$3M | 3.32% | 9 |
|
|
2023
Q4 | $23M | Sell |
120,157
-1,204
| -1% | -$230K | 4.02% | 8 |
|
|
2023
Q3 | $20.8M | Buy |
121,361
+2,498
| +2% | +$428K | 3.72% | 7 |
|
|
2023
Q2 | $23.1M | Sell |
118,863
-4,736
| -4% | -$919K | 4.1% | 7 |
|
|
2023
Q1 | $20.4M | Sell |
123,599
-304
| -0.2% | -$50.1K | 3.97% | 7 |
|
|
2022
Q4 | $16.1M | Buy |
123,903
+13,527
| +12% | +$1.76M | 3.42% | 9 |
|
|
2022
Q3 | $15.3M | Sell |
110,376
-748
| -0.7% | -$103K | 3.64% | 8 |
|
|
2022
Q2 | $15.2M | Sell |
111,124
-2,311
| -2% | -$316K | 3.62% | 8 |
|
|
2022
Q1 | $19.8M | Buy |
113,435
+818
| +0.7% | +$143K | 3.97% | 6 |
|
|
2021
Q4 | $20M | Sell |
112,617
-99,365
| -47% | -$17.6M | 4% | 6 |
|
|
2021
Q3 | $30M | Buy |
211,982
+98,335
| +87% | +$13.9M | 9.28% | 1 |
|
|
2021
Q2 | $15.6M | Buy |
113,647
+2,870
| +3% | +$393K | 4.59% | 2 |
|
|
2021
Q1 | $13.7M | Sell |
110,777
-34
| -0% | -$4.19K | 4.99% | 2 |
|
|
2020
Q4 | $14.7M | Buy |
110,811
+70,334
| +174% | +$9.33M | 5.77% | 2 |
|
|
2020
Q3 | $4.69M | Buy |
40,477
+31,500
| +351% | +$3.65M | 2.46% | 6 |
|
|
2020
Q2 | $3.27M | Buy |
8,977
+345
| +4% | +$126K | 2.28% | 3 |
|
|
2020
Q1 | $2.2M | Buy |
8,632
+51
| +0.6% | +$13K | 2.17% | 3 |
|
|
2019
Q4 | $2.52M | Buy |
+8,581
| New | +$2.52M | 2.11% | 3 |
|