Compass Financial Group (Florida)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
1,050
-159
| -13% | -$32.6K | 0.11% | 37 |
|
|
2025
Q1 | $269K | Sell |
1,209
-40
| -3% | -$8.89K | 0.14% | 37 |
|
|
2024
Q4 | $313K | Hold |
1,249
| – | – | 0.15% | 38 |
|
|
2024
Q3 | $291K | Sell |
1,249
-8
| -0.6% | -$1.86K | 0.13% | 38 |
|
|
2024
Q2 | $285K | Buy |
1,257
+33
| +3% | +$7.47K | 0.14% | 36 |
|
|
2024
Q1 | $210K | Buy |
+1,224
| New | +$210K | 0.11% | 36 |
|