American Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.49M | Sell |
29,527
-1,544
| -5% | -$402K | 1% | 25 |
|
|
2025
Q4 | $8.45M | Sell |
31,071
-493
| -2% | -$132K | 1.09% | 25 |
|
|
2025
Q3 | $8.04M | Sell |
31,564
-854
| -3% | -$193K | 1.04% | 24 |
|
|
2025
Q2 | $6.65M | Sell |
32,418
-133
| -0.4% | -$26.9K | 0.93% | 23 |
|
|
2025
Q1 | $7.23M | Sell |
32,551
-730
| -2% | -$169K | 1.05% | 23 |
|
|
2024
Q4 | $8.33M | Sell |
33,281
-561
| -2% | -$132K | 1.17% | 23 |
|
|
2024
Q3 | $7.89M | Sell |
33,842
-2,387
| -7% | -$533K | 1.08% | 23 |
|
|
2024
Q2 | $7.63M | Sell |
36,229
-1,230
| -3% | -$229K | 1.09% | 24 |
|
|
2024
Q1 | $6.42M | Sell |
37,459
-1,617
| -4% | -$294K | 0.9% | 26 |
|
|
2023
Q4 | $7.52M | Sell |
39,076
-1,176
| -3% | -$217K | 1.11% | 25 |
|
|
2023
Q3 | $6.89M | Buy |
40,252
+8
| +0% | +$1.47K | 1.09% | 25 |
|
|
2023
Q2 | $7.81M | Sell |
40,244
-1,226
| -3% | -$214K | 1.22% | 25 |
|
|
2023
Q1 | $6.84M | Sell |
41,470
-392
| -0.9% | -$57.8K | 1.11% | 25 |
|
|
2022
Q4 | $5.44M | Buy |
41,862
+278
| +0.7% | +$39.7K | 0.92% | 25 |
|
|
2022
Q3 | $5.75M | Buy |
+41,584
| New | +$6.53M | 0.99% | 26 |
|
|
2022
Q2 | – | Sell |
-41,737
| Closed | -$7.29M | – | 74 |
|
|
2022
Q1 | $7.29M | Sell |
41,737
-1,116
| -3% | -$188K | 1.01% | 25 |
|
|
2021
Q4 | $7.61M | Sell |
42,853
-185
| -0.4% | -$29.2K | 0.97% | 24 |
|
|
2021
Q3 | $6.09M | Buy |
43,038
+1,154
| +3% | +$170K | 0.81% | 26 |
|
|
2021
Q2 | $5.74M | Buy |
41,884
+31
| +0.1% | +$4.02K | 0.79% | 27 |
|
|
2021
Q1 | $5.11M | Buy |
41,853
+3,984
| +11% | +$511K | 0.76% | 26 |
|
|
2020
Q4 | $5.03M | Buy |
37,869
+1,430
| +4% | +$172K | 0.72% | 30 |
|
|
2020
Q3 | $4.22M | Buy |
36,439
+2,019
| +6% | +$220K | 0.69% | 32 |
|
|
2020
Q2 | $3.19M | Sell |
34,420
-1,972
| -5% | -$153K | 0.51% | 37 |
|
|
2020
Q1 | $2.58M | Buy |
36,392
+4,816
| +15% | +$354K | 0.46% | 36 |
|
|
2019
Q4 | $1.73M | Buy |
31,576
+3,844
| +14% | +$247K | 0.3% | 40 |
|
|
2019
Q3 | $1.55M | Sell |
27,732
-292
| -1% | -$15.3K | 0.29% | 39 |
|
|
2019
Q2 | $1.39M | Sell |
28,024
-512
| -2% | -$24.9K | 0.27% | 43 |
|
|
2019
Q1 | $1.35M | Sell |
28,536
-2,220
| -7% | -$94.2K | 0.28% | 44 |
|
|
2018
Q4 | $1.21M | Buy |
+30,756
| New | +$1.49M | 0.27% | 43 |
|
Other funds holding AAPL
VCM
VPM
