Clayton 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 | $368K | Sell |
1,795
-34,322
| -95% | -$7.04M | 0.44% | 23 |
|
|
2025
Q1 | $8.02M | Sell |
36,117
-109
| -0.3% | -$24.2K | 2.94% | 9 |
|
|
2024
Q4 | $9.07M | Sell |
36,226
-636
| -2% | -$159K | 3.27% | 7 |
|
|
2024
Q3 | $8.59M | Buy |
36,862
+4,168
| +13% | +$971K | 3.22% | 8 |
|
|
2024
Q2 | $5.61M | Buy |
32,694
+403
| +1% | +$69.1K | 2.42% | 10 |
|
|
2024
Q1 | $5.54M | Buy |
32,291
+494
| +2% | +$84.7K | 2.52% | 10 |
|
|
2023
Q4 | $6.12M | Buy |
+31,797
| New | +$6.12M | 3.81% | 9 |
|