AFG Fiduciary Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.24M | Buy |
5,968
+43
| +0.7% | +$8.94K | 0.79% | 30 |
|
2025
Q1 | $1.18M | Buy |
5,925
+77
| +1% | +$15.3K | 0.86% | 27 |
|
2024
Q4 | $1.39M | Buy |
5,848
+6
| +0.1% | +$1.43K | 0.98% | 24 |
|
2024
Q3 | $1.33M | Buy |
5,842
+8
| +0.1% | +$1.82K | 0.9% | 20 |
|
2024
Q2 | $1.31M | Sell |
5,834
-276
| -5% | -$61.8K | 0.91% | 21 |
|
2024
Q1 | $1.04M | Sell |
6,110
-1,606
| -21% | -$272K | 0.77% | 24 |
|
2023
Q4 | $1.43M | Sell |
7,716
-344
| -4% | -$63.8K | 1.16% | 18 |
|
2023
Q3 | $1.44M | Sell |
8,060
-1,500
| -16% | -$268K | 1.28% | 18 |
|
2023
Q2 | $1.82M | Sell |
9,560
-377
| -4% | -$71.9K | 1.37% | 15 |
|
2023
Q1 | $1.64M | Sell |
9,937
-16
| -0.2% | -$2.64K | 1.51% | 16 |
|
2022
Q4 | $1.29M | Sell |
9,953
-171
| -2% | -$22.2K | 1.22% | 20 |
|
2022
Q3 | $1.4M | Sell |
10,124
-436
| -4% | -$60.2K | 1.32% | 21 |
|
2022
Q2 | $1.44M | Buy |
10,560
+1,012
| +11% | +$138K | 1.25% | 21 |
|
2022
Q1 | $1.67M | Buy |
9,548
+122
| +1% | +$21.3K | 1.17% | 21 |
|
2021
Q4 | $1.67M | Buy |
+9,426
| New | +$1.67M | 1.18% | 18 |
|