Blankinship & Foster’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.33M Sell
21,095
-3,345
-14% -$686K 1.01% 14
2025
Q1
$5.43M Sell
24,440
-182
-0.7% -$40.4K 1.37% 13
2024
Q4
$6.17M Sell
24,622
-3,024
-11% -$757K 1.52% 13
2024
Q3
$6.44M Sell
27,646
-1,390
-5% -$324K 1.57% 13
2024
Q2
$6.12M Buy
29,036
+883
+3% +$186K 1.58% 13
2024
Q1
$4.83M Sell
28,153
-307
-1% -$52.6K 1.27% 13
2023
Q4
$5.48M Buy
28,460
+449
+2% +$86.4K 1.56% 13
2023
Q3
$4.8M Buy
28,011
+3
+0% +$514 1.59% 11
2023
Q2
$5.43M Buy
28,008
+2
+0% +$388 1.76% 11
2023
Q1
$4.62M Buy
28,006
+2
+0% +$330 2.01% 11
2022
Q4
$3.64M Buy
28,004
+1,297
+5% +$169K 1.58% 15
2022
Q3
$3.69M Buy
26,707
+2
+0% +$276 1.79% 12
2022
Q2
$3.65M Sell
26,705
-73
-0.3% -$9.98K 1.68% 11
2022
Q1
$4.68M Buy
26,778
+202
+0.8% +$35.3K 1.89% 11
2021
Q4
$4.72M Sell
26,576
-61
-0.2% -$10.8K 1.79% 11
2021
Q3
$3.77M Buy
26,637
+2
+0% +$283 1.53% 11
2021
Q2
$3.65M Buy
26,635
+1
+0% +$137 1.45% 11
2021
Q1
$3.25M Sell
26,634
-40
-0.1% -$4.89K 1.35% 11
2020
Q4
$3.54M Sell
26,674
-364
-1% -$48.3K 1.48% 10
2020
Q3
$3.13M Buy
27,038
+262
+1% +$30.3K 1.49% 10
2020
Q2
$2.44M Buy
26,776
+4
+0% +$365 1.28% 11
2020
Q1
$1.7M Buy
26,772
+720
+3% +$45.8K 1.13% 11
2019
Q4
$1.91M Sell
26,052
-80
-0.3% -$5.87K 1.06% 10
2019
Q3
$1.46M Buy
26,132
+2,144
+9% +$120K 0.87% 12
2019
Q2
$1.19M Buy
23,988
+4
+0% +$198 0.72% 17
2019
Q1
$1.14M Buy
23,984
+4
+0% +$190 0.7% 18
2018
Q4
$946K Sell
23,980
-340
-1% -$13.4K 0.64% 20
2018
Q3
$1.37M Buy
24,320
+200
+0.8% +$11.3K 0.87% 12
2018
Q2
$1.12M Buy
24,120
+4
+0% +$185 0.74% 13
2018
Q1
$1.01M Sell
24,116
-1,156
-5% -$48.5K 0.67% 14
2017
Q4
$1.07M Sell
25,272
-196
-0.8% -$8.29K 0.68% 15
2017
Q3
$981K Sell
25,468
-268
-1% -$10.3K 0.73% 14
2017
Q2
$927K Buy
25,736
+4
+0% +$144 0.78% 13
2017
Q1
$924K Buy
25,732
+680
+3% +$24.4K 0.78% 14
2016
Q4
$725K Buy
+25,052
New +$725K 0.67% 16