AF
Apexium Financial’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.2M | Sell |
244,498
-2,110
| -0.9% | -$433K | 2.66% | 6 |
|
|
2025
Q1 | $54.8M | Buy |
246,608
+35,709
| +17% | +$7.93M | 3.27% | 5 |
|
|
2024
Q4 | $52.8M | Buy |
210,899
+20,926
| +11% | +$5.24M | 3.21% | 6 |
|
|
2024
Q3 | $44.3M | Buy |
189,973
+355
| +0.2% | +$82.7K | 2.92% | 6 |
|
|
2024
Q2 | $39.9M | Sell |
189,618
-3,333
| -2% | -$702K | 2.85% | 6 |
|
|
2024
Q1 | $33.1M | Sell |
192,951
-154,040
| -44% | -$26.4M | 2.51% | 6 |
|
|
2023
Q4 | $66.8M | Buy |
346,991
+147,110
| +74% | +$28.3M | 4.8% | 5 |
|
|
2023
Q3 | $34.2M | Sell |
199,881
-1,785
| -0.9% | -$306K | 3.43% | 5 |
|
|
2023
Q2 | $39.1M | Sell |
201,666
-3,368
| -2% | -$653K | 3.46% | 5 |
|
|
2023
Q1 | $33.8M | Sell |
205,034
-2,167
| -1% | -$357K | 3.32% | 5 |
|
|
2022
Q4 | $26.9M | Buy |
207,201
+1,976
| +1% | +$257K | 2.79% | 6 |
|
|
2022
Q3 | $28.4M | Buy |
205,225
+96,679
| +89% | +$13.4M | 3.52% | 4 |
|
|
2022
Q2 | $14.8M | Buy |
108,546
+11,254
| +12% | +$1.54M | 8.53% | 2 |
|
|
2022
Q1 | $17.3M | Sell |
97,292
-1,042
| -1% | -$185K | 9.06% | 2 |
|
|
2021
Q4 | $17.5M | Sell |
98,334
-148
| -0.2% | -$26.3K | 9.01% | 2 |
|
|
2021
Q3 | $13.9M | Sell |
98,482
-990
| -1% | -$140K | 8.05% | 3 |
|
|
2021
Q2 | $13.6M | Buy |
99,472
+8,716
| +10% | +$1.19M | 8.46% | 3 |
|
|
2021
Q1 | $11.1M | Buy |
90,756
+233
| +0.3% | +$28.5K | 8.14% | 2 |
|
|
2020
Q4 | $12M | Buy |
90,523
+296
| +0.3% | +$39.3K | 9.5% | 2 |
|
|
2020
Q3 | $10.4M | Buy |
90,227
+67,678
| +300% | +$7.84M | 8.47% | 2 |
|
|
2020
Q2 | $8.23M | Buy |
22,549
+13,426
| +147% | +$4.9M | 7.44% | 5 |
|
|
2020
Q1 | $2.32M | Buy |
9,123
+173
| +2% | +$44K | 3.07% | 9 |
|
|
2019
Q4 | $2.63M | Buy |
+8,950
| New | +$2.63M | 3.4% | 10 |
|
|
2018
Q4 | $670K | Buy |
+4,250
| New | +$670K | 6.43% | 7 |
|