Affiance Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.41M | Sell |
45,844
-1,219
| -3% | -$250K | 1.91% | 12 |
|
|
2025
Q1 | $10.5M | Sell |
47,063
-4,583
| -9% | -$1.02M | 2.43% | 10 |
|
|
2024
Q4 | $12.9M | Buy |
51,646
+669
| +1% | +$168K | 3.09% | 6 |
|
|
2024
Q3 | $11.9M | Sell |
50,977
-283
| -0.6% | -$65.9K | 2.88% | 7 |
|
|
2024
Q2 | $10.8M | Sell |
51,260
-26
| -0.1% | -$5.48K | 2.82% | 8 |
|
|
2024
Q1 | $8.79M | Buy |
51,286
+1,243
| +2% | +$213K | 2.38% | 9 |
|
|
2023
Q4 | $9.63M | Sell |
50,043
-145
| -0.3% | -$27.9K | 2.8% | 8 |
|
|
2023
Q3 | $8.59M | Sell |
50,188
-949
| -2% | -$162K | 4.36% | 6 |
|
|
2023
Q2 | $9.92M | Buy |
51,137
+98
| +0.2% | +$19K | 4.83% | 6 |
|
|
2023
Q1 | $8.42M | Sell |
51,039
-314
| -0.6% | -$51.8K | 4.45% | 6 |
|
|
2022
Q4 | $6.67M | Sell |
51,353
-3,866
| -7% | -$502K | 2.7% | 10 |
|
|
2022
Q3 | $7.63M | Buy |
55,219
+754
| +1% | +$104K | 4.3% | 7 |
|
|
2022
Q2 | $7.45M | Sell |
54,465
-686
| -1% | -$93.8K | 4.01% | 8 |
|
|
2022
Q1 | $9.63M | Sell |
55,151
-853
| -2% | -$149K | 4.68% | 6 |
|
|
2021
Q4 | $9.95M | Buy |
56,004
+1,778
| +3% | +$316K | 4.15% | 5 |
|
|
2021
Q3 | $7.67M | Sell |
54,226
-1,629
| -3% | -$231K | 3.34% | 6 |
|
|
2021
Q2 | $7.65M | Sell |
55,855
-1,825
| -3% | -$250K | 3.24% | 7 |
|
|
2021
Q1 | $7.05M | Buy |
57,680
+1,827
| +3% | +$223K | 3.14% | 8 |
|
|
2020
Q4 | $7.41M | Sell |
55,853
-3,320
| -6% | -$441K | 3.86% | 8 |
|
|
2020
Q3 | $6.85M | Buy |
59,173
+629
| +1% | +$72.8K | 3.96% | 7 |
|
|
2020
Q2 | $5.34M | Buy |
58,544
+2,264
| +4% | +$206K | 2.9% | 10 |
|
|
2020
Q1 | $3.58M | Buy |
56,280
+608
| +1% | +$38.7K | 2.47% | 10 |
|
|
2019
Q4 | $4.09M | Buy |
55,672
+1,852
| +3% | +$136K | 2.25% | 9 |
|
|
2019
Q3 | $3.01M | Buy |
53,820
+4,840
| +10% | +$271K | 1.83% | 9 |
|
|
2019
Q2 | $2.42M | Buy |
48,980
+2,204
| +5% | +$109K | 1.48% | 10 |
|
|
2019
Q1 | $2.22M | Buy |
46,776
+20
| +0% | +$950 | 1.4% | 13 |
|
|
2018
Q4 | $1.84M | Sell |
46,756
-276
| -0.6% | -$10.9K | 1.22% | 19 |
|
|
2018
Q3 | $2.65M | Buy |
47,032
+440
| +0.9% | +$24.8K | 1.75% | 9 |
|
|
2018
Q2 | $2.16M | Sell |
46,592
-72
| -0.2% | -$3.33K | 1.65% | 11 |
|
|
2018
Q1 | $1.96M | Sell |
46,664
-1,840
| -4% | -$77.2K | 1.73% | 10 |
|
|
2017
Q4 | $2.05M | Sell |
48,504
-692
| -1% | -$29.3K | 1.52% | 13 |
|
|
2017
Q3 | $1.9M | Sell |
49,196
-72
| -0.1% | -$2.78K | 1.53% | 12 |
|
|
2017
Q2 | $1.77M | Buy |
49,268
+3,384
| +7% | +$122K | 1.41% | 12 |
|
|
2017
Q1 | $1.65M | Buy |
45,884
+1,368
| +3% | +$49.1K | 1.27% | 14 |
|
|
2016
Q4 | $1.29M | Sell |
44,516
-2,448
| -5% | -$70.9K | 1.03% | 17 |
|
|
2016
Q3 | $1.33M | Sell |
46,964
-1,100
| -2% | -$31.1K | 1.08% | 16 |
|
|
2016
Q2 | $1.15M | Buy |
48,064
+600
| +1% | +$14.3K | 0.97% | 21 |
|
|
2016
Q1 | $1.29M | Buy |
47,464
+2,088
| +5% | +$56.9K | 1.24% | 17 |
|
|
2015
Q4 | $1.19M | Buy |
45,376
+728
| +2% | +$19.2K | 1.23% | 17 |
|
|
2015
Q3 | $1.23M | Buy |
44,648
+1,344
| +3% | +$37.1K | 1.54% | 14 |
|
|
2015
Q2 | $1.36M | Buy |
43,304
+2,600
| +6% | +$81.5K | 1.73% | 10 |
|
|
2015
Q1 | $1.27M | Buy |
40,704
+1,200
| +3% | +$37.3K | 1.92% | 9 |
|
|
2014
Q4 | $1.09M | Buy |
+39,504
| New | +$1.09M | 1.91% | 10 |
|