AFC
Adaptive Financial Consulting’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
1,567
-400
| -20% | -$82.1K | 0.13% | 18 |
|
|
2025
Q1 | $437K | Hold |
1,967
| – | – | 0.19% | 18 |
|
|
2024
Q4 | $493K | Sell |
1,967
-150
| -7% | -$37.6K | 0.2% | 18 |
|
|
2024
Q3 | $493K | Hold |
2,117
| – | – | 0.2% | 17 |
|
|
2024
Q2 | $446K | Sell |
2,117
-249
| -11% | -$52.4K | 0.19% | 17 |
|
|
2024
Q1 | $406K | Sell |
2,366
-401
| -14% | -$68.8K | 0.18% | 17 |
|
|
2023
Q4 | $533K | Buy |
2,767
+1
| +0% | +$193 | 0.28% | 14 |
|
|
2023
Q3 | $474K | Buy |
2,766
+224
| +9% | +$38.4K | 0.27% | 14 |
|
|
2023
Q2 | $493K | Hold |
2,542
| – | – | 0.28% | 14 |
|
|
2023
Q1 | $419K | Sell |
2,542
-64
| -2% | -$10.6K | 0.23% | 15 |
|
|
2022
Q4 | $339K | Buy |
2,606
+68
| +3% | +$8.84K | 0.19% | 15 |
|
|
2022
Q3 | $351K | Hold |
2,538
| – | – | 0.22% | 15 |
|
|
2022
Q2 | $347K | Sell |
2,538
-4,276
| -63% | -$585K | 0.22% | 15 |
|
|
2022
Q1 | $1.19M | Buy |
6,814
+4,276
| +168% | +$747K | 0.7% | 13 |
|
|
2021
Q4 | $451K | Buy |
2,538
+1
| +0% | +$178 | 0.26% | 15 |
|
|
2021
Q3 | $359K | Hold |
2,537
| – | – | 0.22% | 15 |
|
|
2021
Q2 | $348K | Buy |
2,537
+400
| +19% | +$54.9K | 0.22% | 15 |
|
|
2021
Q1 | $261K | Buy |
+2,137
| New | +$261K | 0.18% | 16 |
|
|
2020
Q2 | – | Sell |
-1,328
| Closed | -$338K | – | 19 |
|
|
2020
Q1 | $338K | Buy |
1,328
+200
| +18% | +$50.9K | 0.35% | 19 |
|
|
2019
Q4 | $331K | Buy |
+1,128
| New | +$331K | 0.32% | 20 |
|