AFS
Axiom Financial Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
1,628
-1,582
| -49% | -$325K | 0.19% | 29 |
|
|
2025
Q1 | $713K | Sell |
3,210
-48
| -1% | -$10.7K | 0.42% | 22 |
|
|
2024
Q4 | $816K | Sell |
3,258
-398
| -11% | -$99.7K | 0.46% | 24 |
|
|
2024
Q3 | $852K | Buy |
+3,656
| New | +$852K | 0.45% | 24 |
|
|
2024
Q2 | – | Sell |
-4,570
| Closed | -$784K | – | 27 |
|
|
2024
Q1 | $784K | Buy |
4,570
+170
| +4% | +$29.2K | 0.5% | 25 |
|
|
2023
Q4 | $847K | Buy |
4,400
+2
| +0% | +$385 | 0.55% | 25 |
|
|
2023
Q3 | $753K | Sell |
4,398
-52
| -1% | -$8.9K | 0.51% | 26 |
|
|
2023
Q2 | $863K | Sell |
4,450
-400
| -8% | -$77.6K | 0.5% | 28 |
|
|
2023
Q1 | $800K | Sell |
4,850
-57
| -1% | -$9.4K | 0.44% | 26 |
|
|
2022
Q4 | $638K | Sell |
4,907
-8,907
| -64% | -$1.16M | 0.4% | 29 |
|
|
2022
Q3 | $1.91M | Buy |
13,814
+822
| +6% | +$114K | 1.02% | 22 |
|
|
2022
Q2 | $1.78M | Buy |
12,992
+79
| +0.6% | +$10.8K | 0.93% | 22 |
|
|
2022
Q1 | $2.01M | Sell |
12,913
-205
| -2% | -$32K | 1.01% | 21 |
|
|
2021
Q4 | $2.33M | Buy |
13,118
+785
| +6% | +$139K | 1.06% | 20 |
|
|
2021
Q3 | $1.75M | Buy |
12,333
+10
| +0.1% | +$1.42K | 0.82% | 26 |
|
|
2021
Q2 | $1.69M | Buy |
12,323
+225
| +2% | +$30.8K | 0.78% | 22 |
|
|
2021
Q1 | $1.48M | Buy |
12,098
+702
| +6% | +$85.8K | 0.73% | 23 |
|
|
2020
Q4 | $1.32M | Hold |
11,396
| – | – | 0.79% | 23 |
|
|
2020
Q3 | $1.32M | Buy |
11,396
+8,472
| +290% | +$981K | 0.79% | 23 |
|
|
2020
Q2 | $1.07M | Buy |
2,924
+247
| +9% | +$90.1K | 0.7% | 26 |
|
|
2020
Q1 | $681K | Buy |
+2,677
| New | +$681K | 0.55% | 30 |
|