AIFG Consultants’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $261K | Sell |
1,272
-468
| -27% | -$96K | 0.51% | 47 |
|
2025
Q1 | $387K | Sell |
1,740
-648
| -27% | -$144K | 0.64% | 36 |
|
2024
Q4 | $598K | Sell |
2,388
-184
| -7% | -$46.1K | 0.98% | 27 |
|
2024
Q3 | $599K | Sell |
2,572
-131
| -5% | -$30.5K | 0.46% | 26 |
|
2024
Q2 | $569K | Buy |
2,703
+1,150
| +74% | +$242K | 0.42% | 26 |
|
2024
Q1 | $266K | Sell |
1,553
-625
| -29% | -$107K | 0.19% | 38 |
|
2023
Q4 | $419K | Sell |
2,178
-47
| -2% | -$9.05K | 0.32% | 24 |
|
2023
Q3 | $381K | Sell |
2,225
-796
| -26% | -$136K | 0.32% | 24 |
|
2023
Q2 | $586K | Buy |
3,021
+362
| +14% | +$70.2K | 0.47% | 23 |
|
2023
Q1 | $439K | Buy |
2,659
+426
| +19% | +$70.3K | 0.37% | 24 |
|
2022
Q4 | $290K | Buy |
+2,233
| New | +$290K | 0.28% | 29 |
|