Brown 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 | $4.64M | Buy |
22,630
+454
| +2% | +$93.1K | 1.81% | 10 |
|
|
2025
Q1 | $4.93M | Buy |
22,176
+3,486
| +19% | +$774K | 2.03% | 7 |
|
|
2024
Q4 | $4.68M | Sell |
18,690
-858
| -4% | -$215K | 1.88% | 12 |
|
|
2024
Q3 | $4.55M | Sell |
19,548
-1,367
| -7% | -$319K | 1.88% | 12 |
|
|
2024
Q2 | $4.41M | Buy |
+20,915
| New | +$4.41M | 1.97% | 8 |
|