AFS Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,376
| Closed | -$1.34M | – | 5 |
|
|
2024
Q2 | $1.34M | Sell |
6,376
-7,270
| -53% | -$1.53M | 17.98% | 1 |
|
|
2024
Q1 | $2.34M | Sell |
13,646
-41,299
| -75% | -$7.08M | 9.85% | 4 |
|
|
2023
Q4 | $10.6M | Sell |
54,945
-67,292
| -55% | -$13M | 9.93% | 3 |
|
|
2023
Q3 | $20.9M | Sell |
122,237
-502
| -0.4% | -$85.9K | 14.3% | 1 |
|
|
2023
Q2 | $23.8M | Sell |
122,739
-2,277
| -2% | -$442K | 15.43% | 1 |
|
|
2023
Q1 | $20.6M | Buy |
125,016
+994
| +0.8% | +$164K | 13.76% | 2 |
|
|
2022
Q4 | $16.1M | Buy |
+124,022
| New | +$16.1M | 11.47% | 2 |
|