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