AllGen Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
9,029
+119
| +1% | +$24.4K | 0.5% | 28 |
|
|
2025
Q1 | $1.98M | Buy |
8,910
+152
| +2% | +$33.8K | 0.59% | 26 |
|
|
2024
Q4 | $2.19M | Hold |
8,758
| – | – | 0.74% | 27 |
|
|
2024
Q3 | $2.04M | Buy |
8,758
+1,268
| +17% | +$295K | 0.66% | 26 |
|
|
2024
Q2 | $1.58M | Buy |
7,490
+1
| +0% | +$211 | 0.6% | 32 |
|
|
2024
Q1 | $1.28M | Hold |
7,489
| – | – | 0.52% | 32 |
|
|
2023
Q4 | $1.44M | Sell |
7,489
-174
| -2% | -$33.5K | 0.75% | 29 |
|
|
2023
Q3 | $1.31M | Sell |
7,663
-2,829
| -27% | -$484K | 0.93% | 26 |
|
|
2023
Q2 | $2.04M | Buy |
10,492
+2,831
| +37% | +$549K | 1.28% | 24 |
|
|
2023
Q1 | $1.26M | Hold |
7,661
| – | – | 0.88% | 29 |
|
|
2022
Q4 | $995K | Sell |
7,661
-1,632
| -18% | -$212K | 0.71% | 28 |
|
|
2022
Q3 | $1.28M | Sell |
9,293
-202
| -2% | -$27.9K | 1% | 28 |
|
|
2022
Q2 | $1.3M | Buy |
9,495
+2
| +0% | +$273 | 1.07% | 25 |
|
|
2022
Q1 | $1.66M | Buy |
9,493
+764
| +9% | +$133K | 1.38% | 22 |
|
|
2021
Q4 | $1.55M | Buy |
8,729
+852
| +11% | +$151K | 1.15% | 24 |
|
|
2021
Q3 | $1.11M | Sell |
7,877
-1,315
| -14% | -$186K | 0.91% | 24 |
|
|
2021
Q2 | $1.26M | Buy |
9,192
+726
| +9% | +$99.4K | 0.97% | 25 |
|
|
2021
Q1 | $1.03M | Sell |
8,466
-839
| -9% | -$102K | 0.85% | 28 |
|
|
2020
Q4 | $1.23M | Buy |
+9,305
| New | +$1.23M | 1.14% | 22 |
|