Alpha Financial Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
6,110
+519
| +9% | +$106K | 0.9% | 19 |
|
|
2025
Q1 | $1.24M | Buy |
5,591
+121
| +2% | +$26.9K | 1% | 14 |
|
|
2024
Q4 | $1.37M | Sell |
5,470
-785
| -13% | -$197K | 1.08% | 14 |
|
|
2024
Q3 | $1.46M | Buy |
6,255
+498
| +9% | +$116K | 1.04% | 25 |
|
|
2024
Q2 | $1.21M | Buy |
5,757
+554
| +11% | +$117K | 1.05% | 14 |
|
|
2024
Q1 | $892K | Buy |
5,203
+302
| +6% | +$51.8K | 0.81% | 20 |
|
|
2023
Q4 | $944K | Buy |
4,901
+208
| +4% | +$40K | 0.93% | 17 |
|
|
2023
Q3 | $803K | Sell |
4,693
-3,284
| -41% | -$562K | 0.93% | 20 |
|
|
2023
Q2 | $1.55M | Sell |
7,977
-454
| -5% | -$88.1K | 1.65% | 12 |
|
|
2023
Q1 | $1.39M | Sell |
8,431
-387
| -4% | -$63.8K | 1.56% | 11 |
|
|
2022
Q4 | $1.15M | Buy |
+8,818
| New | +$1.15M | 1.39% | 14 |
|