Colton Groome Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.47M | Buy |
26,654
+474
| +2% | +$97.3K | 1.85% | 12 |
|
|
2025
Q1 | $5.56M | Sell |
26,180
-1,161
| -4% | -$247K | 2.16% | 11 |
|
|
2024
Q4 | $6.85M | Sell |
27,341
-3,033
| -10% | -$760K | 2.62% | 6 |
|
|
2024
Q3 | $7.08M | Sell |
30,374
-135
| -0.4% | -$31.5K | 2.65% | 7 |
|
|
2024
Q2 | $6.43M | Buy |
30,509
+333
| +1% | +$70.1K | 2.53% | 8 |
|
|
2024
Q1 | $5.17M | Buy |
30,176
+758
| +3% | +$130K | 2.08% | 9 |
|
|
2023
Q4 | $5.66M | Buy |
29,418
+4,836
| +20% | +$931K | 2.47% | 7 |
|
|
2023
Q3 | $4.21M | Buy |
24,582
+1,537
| +7% | +$263K | 2.11% | 11 |
|
|
2023
Q2 | $4.47M | Buy |
23,045
+3,271
| +17% | +$634K | 2.1% | 12 |
|
|
2023
Q1 | $3.26M | Buy |
19,774
+2,801
| +17% | +$462K | 1.56% | 17 |
|
|
2022
Q4 | $2.21M | Buy |
16,973
+6,284
| +59% | +$817K | 1.08% | 27 |
|
|
2022
Q3 | $1.48M | Buy |
10,689
+1,964
| +23% | +$271K | 0.75% | 37 |
|
|
2022
Q2 | $1.19M | Buy |
8,725
+1,634
| +23% | +$223K | 0.6% | 33 |
|
|
2022
Q1 | $1.24M | Sell |
7,091
-16,283
| -70% | -$2.84M | 0.57% | 37 |
|
|
2021
Q4 | $4.15M | Sell |
23,374
-619
| -3% | -$110K | 1.69% | 18 |
|
|
2021
Q3 | $3.4M | Sell |
23,993
-50
| -0.2% | -$7.08K | 1.48% | 19 |
|
|
2021
Q2 | $3.29M | Buy |
24,043
+22,065
| +1,116% | +$3.02M | 1.51% | 19 |
|
|
2021
Q1 | $242K | Buy |
1,978
+150
| +8% | +$18.4K | 0.14% | 63 |
|
|
2020
Q4 | $243K | Buy |
+1,828
| New | +$243K | 0.16% | 56 |
|