AFA
Alpha Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Buy |
3,612
+918
| +34% | +$188K | 0.29% | 24 |
|
|
2025
Q1 | $598K | Buy |
2,694
+56
| +2% | +$12.4K | 0.27% | 20 |
|
|
2024
Q4 | $661K | Sell |
2,638
-189
| -7% | -$47.3K | 0.3% | 19 |
|
|
2024
Q3 | $659K | Buy |
2,827
+292
| +12% | +$68K | 0.29% | 18 |
|
|
2024
Q2 | $534K | Buy |
2,535
+41
| +2% | +$8.64K | 0.26% | 19 |
|
|
2024
Q1 | $428K | Buy |
2,494
+4
| +0.2% | +$686 | 0.2% | 26 |
|
|
2023
Q4 | $479K | Buy |
2,490
+1,155
| +87% | +$222K | 0.24% | 20 |
|
|
2023
Q3 | $229K | Buy |
1,335
+300
| +29% | +$51.4K | 0.14% | 38 |
|
|
2023
Q2 | $201K | Buy |
+1,035
| New | +$201K | 0.13% | 40 |
|