Bright Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Buy |
19,107
+82
| +0.4% | +$16.8K | 2.18% | 14 |
|
|
2025
Q1 | $4.23M | Sell |
19,025
-135
| -0.7% | -$30K | 2.6% | 10 |
|
|
2024
Q4 | $4.8M | Buy |
19,160
+2,393
| +14% | +$599K | 3.02% | 9 |
|
|
2024
Q3 | $3.91M | Buy |
16,767
+163
| +1% | +$38K | 2.49% | 10 |
|
|
2024
Q2 | $3.5M | Buy |
16,604
+63
| +0.4% | +$13.3K | 2.47% | 10 |
|
|
2024
Q1 | $2.84M | Buy |
+16,541
| New | +$2.84M | 2.12% | 10 |
|