Convergence Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.9M | Buy |
43,373
+3,168
| +8% | +$650K | 1.53% | 20 |
|
|
2025
Q1 | $8.93M | Buy |
40,205
+2,588
| +7% | +$575K | 1.75% | 17 |
|
|
2024
Q4 | $9.42M | Sell |
37,617
-1,161
| -3% | -$291K | 1.88% | 17 |
|
|
2024
Q3 | $9.04M | Sell |
38,778
-7,270
| -16% | -$1.69M | 1.92% | 15 |
|
|
2024
Q2 | $9.7M | Buy |
46,048
+43,451
| +1,673% | +$9.15M | 2.56% | 11 |
|
|
2024
Q1 | $445K | Sell |
2,597
-271
| -9% | -$46.5K | 0.18% | 34 |
|
|
2023
Q4 | $552K | Buy |
2,868
+94
| +3% | +$18.1K | 0.25% | 23 |
|
|
2023
Q3 | $475K | Hold |
2,774
| – | – | 0.28% | 18 |
|
|
2023
Q2 | $538K | Buy |
2,774
+289
| +12% | +$56.1K | 0.33% | 18 |
|
|
2023
Q1 | $410K | Buy |
2,485
+201
| +9% | +$33.1K | 0.3% | 19 |
|
|
2022
Q4 | $297K | Buy |
2,284
+762
| +50% | +$99K | 0.26% | 21 |
|
|
2022
Q3 | $210K | Buy |
+1,522
| New | +$210K | 0.23% | 21 |
|