AFC
AFT Forsyth & Company’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.1M | Buy |
39,485
+102
| +0.3% | +$20.9K | 4.15% | 3 |
|
|
2025
Q1 | $8.75M | Sell |
39,383
-105
| -0.3% | -$23.3K | 4.71% | 2 |
|
|
2024
Q4 | $9.89M | Sell |
39,488
-1,140
| -3% | -$285K | 4.85% | 2 |
|
|
2024
Q3 | $9.47M | Sell |
40,628
-48
| -0.1% | -$11.2K | 4.67% | 2 |
|
|
2024
Q2 | $8.57M | Buy |
40,676
+1,755
| +5% | +$370K | 4.2% | 3 |
|
|
2024
Q1 | $6.67M | Sell |
38,921
-2,155
| -5% | -$370K | 3.8% | 3 |
|
|
2023
Q4 | $7.91M | Buy |
41,076
+1,107
| +3% | +$213K | 4.98% | 2 |
|
|
2023
Q3 | $6.84M | Buy |
39,969
+215
| +0.5% | +$36.8K | 5.02% | 2 |
|
|
2023
Q2 | $7.71M | Sell |
39,754
-1,119
| -3% | -$217K | 5.47% | 2 |
|
|
2023
Q1 | $6.74M | Sell |
40,873
-730
| -2% | -$120K | 5.21% | 2 |
|
|
2022
Q4 | $5.41M | Sell |
41,603
-2,455
| -6% | -$319K | 4.61% | 1 |
|
|
2022
Q3 | $6.09M | Sell |
44,058
-615
| -1% | -$85K | 5.43% | 1 |
|
|
2022
Q2 | $6.11M | Sell |
44,673
-2,433
| -5% | -$333K | 4.93% | 1 |
|
|
2022
Q1 | $8.23M | Sell |
47,106
-19,085
| -29% | -$3.33M | 5.24% | 2 |
|
|
2021
Q4 | $11.8M | Sell |
66,191
-889
| -1% | -$158K | 6.03% | 1 |
|
|
2021
Q3 | $9.49M | Sell |
67,080
-1,115
| -2% | -$158K | 5.1% | 1 |
|
|
2021
Q2 | $9.34M | Buy |
68,195
+480
| +0.7% | +$65.7K | 4.99% | 1 |
|
|
2021
Q1 | $8.27M | Sell |
67,715
-411
| -0.6% | -$50.2K | 4.96% | 1 |
|
|
2020
Q4 | $9.04M | Sell |
68,126
-286
| -0.4% | -$38K | 5.65% | 1 |
|
|
2020
Q3 | $7.92M | Buy |
68,412
+51,179
| +297% | +$5.93M | 5.89% | 1 |
|
|
2020
Q2 | $6.29M | Sell |
17,233
-650
| -4% | -$237K | 5.3% | 1 |
|
|
2020
Q1 | $4.55M | Buy |
17,883
+147
| +0.8% | +$37.4K | 4.57% | 1 |
|
|
2019
Q4 | $5.21M | Buy |
17,736
+55
| +0.3% | +$16.2K | 3.97% | 1 |
|
|
2019
Q3 | $3.96M | Sell |
17,681
-53
| -0.3% | -$11.9K | 3.27% | 2 |
|
|
2019
Q2 | $3.51M | Buy |
17,734
+33
| +0.2% | +$6.53K | 2.89% | 3 |
|
|
2019
Q1 | $3.36M | Sell |
17,701
-665
| -4% | -$126K | 2.91% | 2 |
|
|
2018
Q4 | $2.9M | Buy |
18,366
+341
| +2% | +$53.8K | 2.88% | 2 |
|
|
2018
Q3 | $4.07M | Sell |
18,025
-2,623
| -13% | -$592K | 3.37% | 2 |
|
|
2018
Q2 | $3.67M | Buy |
20,648
+3,116
| +18% | +$554K | 3.22% | 1 |
|
|
2018
Q1 | $2.94M | Sell |
17,532
-1,205
| -6% | -$202K | 2.75% | 2 |
|
|
2017
Q4 | $3.17M | Buy |
+18,737
| New | +$3.17M | 3.1% | 1 |
|
|
2013
Q3 | $1.23M | Hold |
2,585
| – | – | 1.6% | 8 |
|
|
2013
Q2 | $1.03M | Buy |
+2,585
| New | +$1.03M | 1.47% | 13 |
|