Clark Financial Services 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 | $6.59M | Sell |
32,125
-217
| -0.7% | -$44.5K | 4.05% | 6 |
|
|
2025
Q1 | $7.18M | Sell |
32,342
-49
| -0.2% | -$10.9K | 4.98% | 6 |
|
|
2024
Q4 | $8.11M | Buy |
32,391
+59
| +0.2% | +$14.8K | 6.2% | 5 |
|
|
2024
Q3 | $7.53M | Sell |
32,332
-2,081
| -6% | -$485K | 6.85% | 5 |
|
|
2024
Q2 | $7.25M | Sell |
34,413
-2,509
| -7% | -$528K | 7.64% | 5 |
|
|
2024
Q1 | $6.33M | Sell |
36,922
-974
| -3% | -$167K | 7.63% | 4 |
|
|
2023
Q4 | $7.3M | Sell |
37,896
-260
| -0.7% | -$50.1K | 9.35% | 4 |
|
|
2023
Q3 | $6.53M | Buy |
38,156
+4,193
| +12% | +$718K | 8.93% | 4 |
|
|
2023
Q2 | $6.59M | Sell |
33,963
-95
| -0.3% | -$18.4K | 8.9% | 4 |
|
|
2023
Q1 | $5.62M | Sell |
34,058
-502
| -1% | -$82.8K | 8.29% | 4 |
|
|
2022
Q4 | $4.49M | Buy |
34,560
+1,187
| +4% | +$154K | 5.16% | 5 |
|
|
2022
Q3 | $4.61M | Buy |
+33,373
| New | +$4.61M | 4.85% | 5 |
|
|
2022
Q1 | $10.5M | Sell |
60,180
-140
| -0.2% | -$24.4K | 7.71% | 3 |
|
|
2021
Q4 | $10.7M | Buy |
60,320
+3,106
| +5% | +$552K | 7.2% | 3 |
|
|
2021
Q3 | $8.1M | Buy |
57,214
+5,455
| +11% | +$772K | 6.23% | 4 |
|
|
2021
Q2 | $7.09M | Buy |
51,759
+97
| +0.2% | +$13.3K | 5.56% | 6 |
|
|
2021
Q1 | $6.31M | Buy |
+51,662
| New | +$6.31M | 5.34% | 6 |
|
|
2020
Q2 | $4.5M | Buy |
+131,680
| New | +$4.5M | 6.97% | 4 |
|