AFA
Arlington Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Sell |
93,866
-1,618
| -2% | -$332K | 3.15% | 11 |
|
|
2025
Q1 | $21.2M | Buy |
95,484
+4,706
| +5% | +$1.05M | 3.73% | 8 |
|
|
2024
Q4 | $22.7M | Sell |
90,778
-3,383
| -4% | -$847K | 4.52% | 7 |
|
|
2024
Q3 | $21.9M | Sell |
94,161
-1,379
| -1% | -$321K | 4.51% | 8 |
|
|
2024
Q2 | $20.1M | Sell |
95,540
-21,186
| -18% | -$4.46M | 4.41% | 8 |
|
|
2024
Q1 | $20M | Sell |
116,726
-8,228
| -7% | -$1.41M | 4.39% | 8 |
|
|
2023
Q4 | $24.1M | Sell |
124,954
-8,088
| -6% | -$1.56M | 7.19% | 2 |
|
|
2023
Q3 | $22.8M | Buy |
133,042
+1,183
| +0.9% | +$203K | 8.07% | 2 |
|
|
2023
Q2 | $25.6M | Buy |
131,859
+1,833
| +1% | +$356K | 9.33% | 2 |
|
|
2023
Q1 | $21.4M | Buy |
130,026
+192
| +0.1% | +$31.7K | 8.26% | 4 |
|
|
2022
Q4 | $16.9M | Sell |
129,834
-58
| -0% | -$7.54K | 7.11% | 3 |
|
|
2022
Q3 | $18M | Sell |
129,892
-2,736
| -2% | -$378K | 9.12% | 3 |
|
|
2022
Q2 | $18.1M | Buy |
132,628
+40
| +0% | +$5.47K | 8.15% | 3 |
|
|
2022
Q1 | $23.2M | Sell |
132,588
-2,427
| -2% | -$424K | 8.77% | 3 |
|
|
2021
Q4 | $24M | Buy |
135,015
+40,663
| +43% | +$7.22M | 8.12% | 2 |
|
|
2021
Q3 | $13.4M | Sell |
94,352
-15,265
| -14% | -$2.16M | 5.23% | 5 |
|
|
2021
Q2 | $15M | Buy |
109,617
+23,891
| +28% | +$3.27M | 5.7% | 5 |
|
|
2021
Q1 | $10.5M | Sell |
85,726
-2,223
| -3% | -$272K | 4.25% | 7 |
|
|
2020
Q4 | $11.7M | Sell |
87,949
-2,640
| -3% | -$350K | 4.92% | 5 |
|
|
2020
Q3 | $10.5M | Buy |
90,589
+63,525
| +235% | +$7.36M | 5.38% | 6 |
|
|
2020
Q2 | $9.87M | Sell |
27,064
-770
| -3% | -$281K | 5.58% | 5 |
|
|
2020
Q1 | $7.08M | Buy |
27,834
+254
| +0.9% | +$64.6K | 5.04% | 6 |
|
|
2019
Q4 | $8.1M | Sell |
27,580
-12,272
| -31% | -$3.6M | 4.5% | 7 |
|
|
2019
Q3 | $8.93M | Sell |
39,852
-549
| -1% | -$123K | 5.09% | 6 |
|
|
2019
Q2 | $8M | Sell |
40,401
-7,598
| -16% | -$1.5M | 4.58% | 7 |
|
|
2019
Q1 | $9.12M | Buy |
47,999
+20,592
| +75% | +$3.91M | 5.18% | 6 |
|
|
2018
Q4 | $4.32M | Sell |
27,407
-580
| -2% | -$91.5K | 1.84% | 16 |
|
|
2018
Q3 | $5.72M | Buy |
27,987
+2,047
| +8% | +$419K | 3.43% | 9 |
|
|
2018
Q2 | $4.94M | Buy |
25,940
+1,336
| +5% | +$254K | 2.87% | 11 |
|
|
2018
Q1 | $4.26M | Sell |
24,604
-1,416
| -5% | -$245K | 2.8% | 12 |
|
|
2017
Q4 | $4.49M | Buy |
+26,020
| New | +$4.49M | 2.11% | 14 |
|