American Financial & Tax Strategies’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Hold |
7,150
| – | – | 0.76% | 40 |
|
|
2025
Q1 | $1.59M | Buy |
7,150
+2,037
| +40% | +$452K | 0.85% | 36 |
|
|
2024
Q4 | $1.28M | Hold |
5,113
| – | – | 0.66% | 44 |
|
|
2024
Q3 | $1.19M | Sell |
5,113
-1,016
| -17% | -$237K | 0.6% | 48 |
|
|
2024
Q2 | $1.29M | Buy |
6,129
+55
| +0.9% | +$11.6K | 0.68% | 46 |
|
|
2024
Q1 | $1.04M | Hold |
6,074
| – | – | 0.56% | 50 |
|
|
2023
Q4 | $1.17M | Buy |
+6,074
| New | +$1.17M | 0.67% | 46 |
|