Bruce G. Allen Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
8,868
-27
| -0.3% | -$5.54K | 1.38% | 9 |
|
|
2025
Q1 | $1.98M | Sell |
8,895
-119
| -1% | -$26.4K | 1.56% | 9 |
|
|
2024
Q4 | $2.26M | Sell |
9,014
-115
| -1% | -$28.8K | 1.83% | 9 |
|
|
2024
Q3 | $2.13M | Sell |
9,129
-53
| -0.6% | -$12.3K | 1.65% | 9 |
|
|
2024
Q2 | $1.93M | Sell |
9,182
-102
| -1% | -$21.5K | 1.63% | 9 |
|
|
2024
Q1 | $1.59M | Sell |
9,284
-163
| -2% | -$28K | 1.31% | 10 |
|
|
2023
Q4 | $1.82M | Buy |
+9,447
| New | +$1.82M | 1.66% | 9 |
|