DFA
Davies Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.41M | Sell |
31,247
-2,184
| -7% | -$448K | 4.98% | 4 |
|
|
2025
Q1 | $7.43M | Buy |
33,431
+212
| +0.6% | +$47.1K | 6.33% | 4 |
|
|
2024
Q4 | $8.32M | Sell |
33,219
-734
| -2% | -$184K | 7.08% | 3 |
|
|
2024
Q3 | $7.91M | Sell |
33,953
-164
| -0.5% | -$38.2K | 6.9% | 3 |
|
|
2024
Q2 | $7.19M | Sell |
34,117
-1,498
| -4% | -$316K | 6.71% | 3 |
|
|
2024
Q1 | $6.11M | Buy |
+35,615
| New | +$6.11M | 6.23% | 3 |
|