AFS Financial Group’s Apple AAPL Stock Holding History

AFS 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
2024 Q3	–	Sell	-6,376	Closed	-$1.34M	–	5
2024 Q2	$1.34M	Sell	6,376 -7,270	-53%	-$1.36M	17.98%	1
2024 Q1	$2.34M	Sell	13,646 -41,299	-75%	-$7.51M	9.85%	4
2023 Q4	$10.6M	Sell	54,945 -67,292	-55%	-$12.4M	9.93%	3
2023 Q3	$20.9M	Sell	122,237 -502	-0.4%	-$92.1K	14.3%	1
2023 Q2	$23.8M	Sell	122,739 -2,277	-2%	-$397K	15.43%	1
2023 Q1	$20.6M	Buy	125,016 +994	+0.8%	+$147K	13.76%	2
2022 Q4	$16.1M	Buy	+124,022	New	+$17.7M	11.47%	2

Other funds holding AAPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AFS Financial Group's AAPL Position: Q3 2024 in Review

AFS Financial Group sold out of Apple (AAPL) in Q3 2024, closing a stake of 6,376 shares — an estimated $1.34M sold.

AFS Financial Group first reported a position in AAPL in Q4 2022 and held it in 7 quarters. The position peaked at $23.8M in Q2 2023. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

AFS Financial Group reported no remaining Apple position as of Q3 2024 after selling out during the quarter.
AFS Financial Group sold 6,376 Apple shares in Q3 2024, an estimated $1.34M.
AFS Financial Group first reported a position in Apple in Q4 2022 and held it in 7 quarters.
AFS Financial Group's Apple position peaked at $23.8M in Q2 2023.
5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on AFS Financial Group's 13F filing for Q3 2024, filed 10 Oct 2024.