Curran Financial Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.85M | Buy |
28,525
+1,915
| +7% | +$393K | 1.29% | 23 |
|
|
2025
Q1 | $5.91M | Buy |
26,610
+825
| +3% | +$183K | 1.45% | 24 |
|
|
2024
Q4 | $6.46M | Buy |
25,785
+895
| +4% | +$224K | 1.7% | 18 |
|
|
2024
Q3 | $5.8M | Sell |
24,890
-43
| -0.2% | -$10K | 1.65% | 19 |
|
|
2024
Q2 | $5.25M | Buy |
24,933
+83
| +0.3% | +$17.5K | 1.76% | 18 |
|
|
2024
Q1 | $4.26M | Sell |
24,850
-181
| -0.7% | -$31K | 1.48% | 24 |
|
|
2023
Q4 | $4.87M | Buy |
25,031
+58
| +0.2% | +$11.3K | 1.87% | 18 |
|
|
2023
Q3 | $4.28M | Buy |
24,973
+665
| +3% | +$114K | 1.86% | 19 |
|
|
2023
Q2 | $4.72M | Sell |
24,308
-1,337
| -5% | -$259K | 2.05% | 15 |
|
|
2023
Q1 | $4.23M | Buy |
25,645
+803
| +3% | +$132K | 2.01% | 17 |
|
|
2022
Q4 | $3.23M | Sell |
24,842
-1,737
| -7% | -$226K | 1.56% | 24 |
|
|
2022
Q3 | $3.67M | Buy |
26,579
+188
| +0.7% | +$26K | 1.86% | 17 |
|
|
2022
Q2 | $3.61M | Sell |
26,391
-1,773
| -6% | -$242K | 1.7% | 17 |
|
|
2022
Q1 | $4.92M | Buy |
28,164
+11,948
| +74% | +$2.09M | 2.02% | 18 |
|
|
2021
Q4 | $2.88M | Buy |
16,216
+2,322
| +17% | +$412K | 1.22% | 18 |
|
|
2021
Q3 | $1.97M | Buy |
13,894
+214
| +2% | +$30.3K | 1.01% | 27 |
|
|
2021
Q2 | $1.87M | Buy |
13,680
+529
| +4% | +$72.5K | 1.03% | 26 |
|
|
2021
Q1 | $1.61M | Sell |
13,151
-342
| -3% | -$41.8K | 1.15% | 25 |
|
|
2020
Q4 | $1.79M | Buy |
+13,493
| New | +$1.79M | 1.53% | 20 |
|