Affinia Financial Group’s Apple AAPL Stock Holding History

Affinia Financial Group’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.19M	Sell	11,365 -115	-1%	-$20K	1.52%	8
2023 Q1	$1.9M	Buy	11,480 +1,410	+14%	+$208K	1.4%	9
2022 Q4	$1.32M	Sell	10,070 -16	-0.2%	-$2.29K	1.12%	9
2022 Q3	$1.4M	Sell	10,086 -202	-2%	-$31.7K	1.57%	7
2022 Q2	$1.51M	Buy	10,288 +278	+3%	+$42.1K	1.27%	7
2022 Q1	$1.67M	Sell	10,010 -65	-0.6%	-$10.9K	1.28%	7
2021 Q4	$1.71M	Sell	10,075 -45	-0.4%	-$7.11K	1.11%	7
2021 Q3	$1.51M	Sell	10,120 -575	-5%	-$84.7K	0.96%	7
2021 Q2	$1.57M	Sell	10,695 -117	-1%	-$15.2K	0.95%	8
2021 Q1	$1.4M	Sell	10,812 -946	-8%	-$121K	0.87%	8
2020 Q4	$1.56M	Sell	11,758 -137	-1%	-$16.5K	1.08%	8
2020 Q3	$1.38M	Buy	11,895 +2,259	+23%	+$246K	0.97%	9
2020 Q2	$879K	Sell	9,636 -768	-7%	-$59.5K	0.73%	10
2020 Q1	$661K	Sell	10,404 -304	-3%	-$22.4K	0.61%	9
2019 Q4	$786K	Buy	+10,708	New	+$689K	0.51%	8

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return