Carr Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Sell |
19,012
-828
| -4% | -$170K | 1.15% | 20 |
|
|
2025
Q1 | $4.41M | Sell |
19,840
-2,185
| -10% | -$485K | 1.44% | 15 |
|
|
2024
Q4 | $5.52M | Sell |
22,025
-440
| -2% | -$110K | 1.71% | 14 |
|
|
2024
Q3 | $5.23M | Sell |
22,465
-643
| -3% | -$150K | 1.53% | 13 |
|
|
2024
Q2 | $4.87M | Sell |
23,108
-3,656
| -14% | -$770K | 1.55% | 14 |
|
|
2024
Q1 | $4.59M | Buy |
26,764
+2,244
| +9% | +$385K | 1.53% | 14 |
|
|
2023
Q4 | $4.72M | Buy |
24,520
+234
| +1% | +$45.1K | 1.75% | 13 |
|
|
2023
Q3 | $4.29M | Buy |
24,286
+6,173
| +34% | +$1.09M | 1.7% | 14 |
|
|
2023
Q2 | $3.51M | Sell |
18,113
-160
| -0.9% | -$31K | 1.4% | 17 |
|
|
2023
Q1 | $3.01M | Sell |
18,273
-3,196
| -15% | -$527K | 1.33% | 16 |
|
|
2022
Q4 | $2.79M | Buy |
+21,469
| New | +$2.79M | 1.47% | 14 |
|