DBK Financial Counsel’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
6,252
+764
| +14% | +$157K | 1.16% | 24 |
|
|
2025
Q1 | $1.22M | Sell |
5,488
-57
| -1% | -$12.7K | 1.22% | 26 |
|
|
2024
Q4 | $1.39M | Buy |
5,545
+4
| +0.1% | +$1K | 1.4% | 22 |
|
|
2024
Q3 | $1.29M | Buy |
5,541
+4
| +0.1% | +$932 | 1.3% | 23 |
|
|
2024
Q2 | $1.17M | Sell |
5,537
-196
| -3% | -$41.3K | 1.27% | 23 |
|
|
2024
Q1 | $983K | Buy |
5,733
+24
| +0.4% | +$4.12K | 1.03% | 26 |
|
|
2023
Q4 | $1.1M | Buy |
5,709
+4
| +0.1% | +$770 | 1.26% | 22 |
|
|
2023
Q3 | $977K | Buy |
5,705
+3,476
| +156% | +$595K | 1.29% | 23 |
|
|
2023
Q2 | $432K | Hold |
2,229
| – | – | 0.58% | 30 |
|
|
2023
Q1 | $368K | Hold |
2,229
| – | – | 0.51% | 31 |
|
|
2022
Q4 | $290K | Hold |
2,229
| – | – | 0.46% | 36 |
|
|
2022
Q3 | $308K | Sell |
2,229
-72
| -3% | -$9.95K | 0.53% | 34 |
|
|
2022
Q2 | $315K | Buy |
+2,301
| New | +$315K | 0.51% | 32 |
|
|
2022
Q1 | – | Sell |
-1,247
| Closed | -$221K | – | 35 |
|
|
2021
Q4 | $221K | Buy |
+1,247
| New | +$221K | 0.32% | 36 |
|