Cannon Financial Strategists’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
7,286
-58
| -0.8% | -$11.9K | 0.24% | 32 |
|
|
2025
Q1 | $1.63M | Sell |
7,344
-44
| -0.6% | -$9.77K | 0.28% | 30 |
|
|
2024
Q4 | $1.85M | Buy |
7,388
+590
| +9% | +$148K | 0.32% | 27 |
|
|
2024
Q3 | $1.58M | Buy |
6,798
+4,123
| +154% | +$961K | 0.28% | 30 |
|
|
2024
Q2 | $563K | Sell |
2,675
-3,920
| -59% | -$826K | 0.11% | 54 |
|
|
2024
Q1 | $1.13M | Buy |
6,595
+801
| +14% | +$137K | 0.22% | 36 |
|
|
2023
Q4 | $1.12M | Buy |
5,794
+18
| +0.3% | +$3.47K | 0.24% | 34 |
|
|
2023
Q3 | $989K | Buy |
5,776
+4,045
| +234% | +$692K | 0.25% | 35 |
|
|
2023
Q2 | $336K | Sell |
1,731
-9
| -0.5% | -$1.75K | 0.09% | 68 |
|
|
2023
Q1 | $287K | Sell |
1,740
-45
| -3% | -$7.42K | 0.1% | 61 |
|
|
2022
Q4 | $232K | Sell |
1,785
-222
| -11% | -$28.8K | 0.08% | 59 |
|
|
2022
Q3 | $277K | Sell |
2,007
-789
| -28% | -$109K | 0.11% | 59 |
|
|
2022
Q2 | $382K | Buy |
2,796
+560
| +25% | +$76.6K | 0.15% | 53 |
|
|
2022
Q1 | $390K | Buy |
2,236
+356
| +19% | +$62.2K | 0.14% | 45 |
|
|
2021
Q4 | $334K | Hold |
1,880
| – | – | 0.12% | 52 |
|
|
2021
Q3 | $266K | Buy |
1,880
+400
| +27% | +$56.6K | 0.1% | 57 |
|
|
2021
Q2 | $203K | Buy |
+1,480
| New | +$203K | 0.08% | 61 |
|