AFA
Atlas Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $360K | Sell |
1,438
-1,428
| -50% | -$358K | 0.56% | 27 |
|
|
2024
Q3 | $668K | Buy |
2,866
+86
| +3% | +$20K | 1.06% | 14 |
|
|
2024
Q2 | $586K | Sell |
2,780
-246
| -8% | -$51.8K | 0.97% | 12 |
|
|
2024
Q1 | $519K | Buy |
3,026
+1,285
| +74% | +$220K | 0.81% | 17 |
|
|
2023
Q4 | $335K | Sell |
1,741
-1,007
| -37% | -$194K | 0.55% | 19 |
|
|
2023
Q3 | $470K | Buy |
+2,748
| New | +$470K | 0.37% | 22 |
|
|
2023
Q2 | – | Sell |
-1,232
| Closed | -$203K | – | 31 |
|
|
2023
Q1 | $203K | Buy |
+1,232
| New | +$203K | 0.27% | 27 |
|