AFIA
America First Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Hold |
13,065
| – | – | 0.53% | 22 |
|
|
2025
Q1 | $2.9M | Buy |
13,065
+25
| +0.2% | +$5.55K | 0.61% | 21 |
|
|
2024
Q4 | $3.27M | Buy |
13,040
+5,042
| +63% | +$1.26M | 0.71% | 21 |
|
|
2024
Q3 | $1.86M | Hold |
7,998
| – | – | 0.42% | 22 |
|
|
2024
Q2 | $1.68M | Hold |
7,998
| – | – | 0.41% | 23 |
|
|
2024
Q1 | $1.37M | Sell |
7,998
-368
| -4% | -$63.1K | 0.33% | 23 |
|
|
2023
Q4 | $1.61M | Hold |
8,366
| – | – | 0.42% | 23 |
|
|
2023
Q3 | $1.43M | Hold |
8,366
| – | – | 0.4% | 23 |
|
|
2023
Q2 | $1.62M | Hold |
8,366
| – | – | 0.44% | 24 |
|
|
2023
Q1 | $1.38M | Buy |
8,366
+1,692
| +25% | +$279K | 0.4% | 24 |
|
|
2022
Q4 | $867K | Hold |
6,674
| – | – | 0.26% | 26 |
|
|
2022
Q3 | $922K | Hold |
6,674
| – | – | 0.32% | 23 |
|
|
2022
Q2 | $912K | Hold |
6,674
| – | – | 0.29% | 25 |
|
|
2022
Q1 | $1.17M | Sell |
6,674
-14,000
| -68% | -$2.44M | 0.34% | 23 |
|
|
2021
Q4 | $3.67M | Hold |
20,674
| – | – | 1.04% | 20 |
|
|
2021
Q3 | $2.93M | Hold |
20,674
| – | – | 0.89% | 22 |
|
|
2021
Q2 | $2.83M | Hold |
20,674
| – | – | 0.83% | 21 |
|
|
2021
Q1 | $2.53M | Hold |
20,674
| – | – | 0.77% | 23 |
|
|
2020
Q4 | $2.74M | Hold |
20,674
| – | – | 0.83% | 22 |
|
|
2020
Q3 | $2.39M | Buy |
20,674
+15,523
| +301% | +$1.8M | 0.76% | 22 |
|
|
2020
Q2 | $1.88M | Buy |
5,151
+244
| +5% | +$89K | 0.6% | 24 |
|
|
2020
Q1 | $1.25M | Buy |
4,907
+393
| +9% | +$100K | 0.45% | 26 |
|
|
2019
Q4 | $1.33M | Sell |
4,514
-1,204
| -21% | -$354K | 0.39% | 24 |
|
|
2019
Q3 | $1.28M | Hold |
5,718
| – | – | 0.39% | 24 |
|
|
2019
Q2 | $1.13M | Hold |
5,718
| – | – | 0.34% | 24 |
|
|
2019
Q1 | $1.09M | Buy |
5,718
+60
| +1% | +$11.4K | 0.33% | 26 |
|
|
2018
Q4 | $892K | Hold |
5,658
| – | – | 0.3% | 26 |
|
|
2018
Q3 | $1.28M | Hold |
5,658
| – | – | 0.4% | 25 |
|
|
2018
Q2 | $1.05M | Sell |
5,658
-36
| -0.6% | -$6.66K | 0.34% | 25 |
|
|
2018
Q1 | $955K | Hold |
5,694
| – | – | 0.35% | 26 |
|
|
2017
Q4 | $964K | Hold |
5,694
| – | – | 0.33% | 26 |
|
|
2017
Q3 | $878K | Hold |
5,694
| – | – | 0.32% | 27 |
|
|
2017
Q2 | $820K | Sell |
5,694
-500
| -8% | -$72K | 0.31% | 28 |
|
|
2017
Q1 | $890K | Buy |
6,194
+500
| +9% | +$71.8K | 0.33% | 27 |
|
|
2016
Q4 | $659K | Buy |
5,694
+840
| +17% | +$97.2K | 0.27% | 31 |
|
|
2016
Q3 | $549K | Buy |
4,854
+96
| +2% | +$10.9K | 0.23% | 35 |
|
|
2016
Q2 | $455K | Hold |
4,758
| – | – | 0.19% | 38 |
|
|
2016
Q1 | $519K | Hold |
4,758
| – | – | 0.23% | 35 |
|
|
2015
Q4 | $501K | Hold |
4,758
| – | – | 0.22% | 37 |
|
|
2015
Q3 | $525K | Hold |
4,758
| – | – | 0.25% | 36 |
|
|
2015
Q2 | $597K | Hold |
4,758
| – | – | 0.26% | 36 |
|
|
2015
Q1 | $592K | Hold |
4,758
| – | – | 0.25% | 38 |
|
|
2014
Q4 | $525K | Sell |
4,758
-300
| -6% | -$33.1K | 0.22% | 40 |
|
|
2014
Q3 | $510K | Sell |
5,058
-45
| -0.9% | -$4.54K | 0.23% | 37 |
|
|
2014
Q2 | $474K | Buy |
5,103
+4,374
| +600% | +$406K | 0.21% | 38 |
|
|
2014
Q1 | $391K | Hold |
729
| – | – | 0.18% | 41 |
|
|
2013
Q4 | $409K | Sell |
729
-197
| -21% | -$111K | 0.19% | 40 |
|
|
2013
Q3 | $441K | Buy |
926
+102
| +12% | +$48.6K | 0.22% | 39 |
|
|
2013
Q2 | $327K | Buy |
+824
| New | +$327K | 0.17% | 41 |
|