Compton 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 | $1.23M | Buy |
6,002
+246
| +4% | +$50.5K | 0.32% | 20 |
|
|
2025
Q1 | $1.28M | Buy |
5,756
+1
| +0% | +$222 | 0.37% | 21 |
|
|
2024
Q4 | $1.44M | Buy |
5,755
+309
| +6% | +$77.4K | 0.43% | 11 |
|
|
2024
Q3 | $1.27M | Hold |
5,446
| – | – | 0.38% | 11 |
|
|
2024
Q2 | $1.15M | Buy |
5,446
+500
| +10% | +$105K | 0.37% | 12 |
|
|
2024
Q1 | $848K | Sell |
4,946
-800
| -14% | -$137K | 0.29% | 11 |
|
|
2023
Q4 | $1.11M | Hold |
5,746
| – | – | 0.39% | 13 |
|
|
2023
Q3 | $984K | Sell |
5,746
-108
| -2% | -$18.5K | 0.37% | 13 |
|
|
2023
Q2 | $1.14M | Sell |
5,854
-306
| -5% | -$59.4K | 0.43% | 14 |
|
|
2023
Q1 | $1.02M | Buy |
6,160
+400
| +7% | +$66K | 0.4% | 14 |
|
|
2022
Q4 | $748K | Sell |
5,760
-141
| -2% | -$18.3K | 0.31% | 14 |
|
|
2022
Q3 | $815K | Hold |
5,901
| – | – | 0.38% | 13 |
|
|
2022
Q2 | $807K | Sell |
5,901
-458
| -7% | -$62.6K | 0.36% | 13 |
|
|
2022
Q1 | $1.11M | Sell |
6,359
-73
| -1% | -$12.7K | 0.46% | 13 |
|
|
2021
Q4 | $1.14M | Buy |
6,432
+100
| +2% | +$17.8K | 0.46% | 10 |
|
|
2021
Q3 | $896K | Hold |
6,332
| – | – | 0.38% | 11 |
|
|
2021
Q2 | $867K | Buy |
6,332
+49
| +0.8% | +$6.71K | 0.37% | 10 |
|
|
2021
Q1 | $768K | Sell |
6,283
-11,672
| -65% | -$1.43M | 0.35% | 10 |
|
|
2020
Q4 | $2.43M | Buy |
+17,955
| New | +$2.43M | 1.16% | 10 |
|