Advantage Trust Company’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Hold |
1,675
| – | – | 0.17% | 47 |
|
|
2025
Q1 | $372K | Sell |
1,675
-180
| -10% | -$40K | 0.23% | 30 |
|
|
2024
Q4 | $465K | Sell |
1,855
-250
| -12% | -$62.6K | 0.27% | 27 |
|
|
2024
Q3 | $490K | Hold |
2,105
| – | – | 0.33% | 25 |
|
|
2024
Q2 | $443K | Buy |
2,105
+130
| +7% | +$27.4K | 0.32% | 25 |
|
|
2024
Q1 | $339K | Hold |
1,975
| – | – | 0.25% | 32 |
|
|
2023
Q4 | $380K | Buy |
+1,975
| New | +$380K | 0.3% | 29 |
|