ACA
American Capital Advisory’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Sell |
22,974
-738
| -3% | -$151K | 2.36% | 8 |
|
|
2025
Q1 | $5.27M | Sell |
23,712
-1,277
| -5% | -$284K | 2.84% | 8 |
|
|
2024
Q4 | $6.26M | Sell |
24,989
-439
| -2% | -$110K | 3.47% | 8 |
|
|
2024
Q3 | $5.92M | Buy |
25,428
+917
| +4% | +$214K | 3.43% | 7 |
|
|
2024
Q2 | $4.72M | Buy |
24,511
+2,046
| +9% | +$394K | 3.37% | 6 |
|
|
2024
Q1 | $3.7M | Sell |
22,465
-2,046
| -8% | -$337K | 3.23% | 5 |
|
|
2023
Q4 | $4.72M | Buy |
+24,511
| New | +$4.72M | 3.37% | 6 |
|