DJFS
Dean Jacobson Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
1,921
+50
| +3% | +$10.3K | 0.3% | 7 |
|
|
2025
Q1 | $416K | Sell |
1,871
-142
| -7% | -$31.5K | 0.32% | 7 |
|
|
2024
Q4 | $504K | Buy |
2,013
+56
| +3% | +$14K | 0.39% | 6 |
|
|
2024
Q3 | $456K | Buy |
1,957
+86
| +5% | +$20K | 0.34% | 6 |
|
|
2024
Q2 | $394K | Hold |
1,871
| – | – | 0.32% | 7 |
|
|
2024
Q1 | $321K | Sell |
1,871
-128
| -6% | -$21.9K | 0.26% | 7 |
|
|
2023
Q4 | $385K | Hold |
1,999
| – | – | 0.33% | 6 |
|
|
2023
Q3 | $342K | Buy |
1,999
+108
| +6% | +$18.5K | 0.32% | 9 |
|
|
2023
Q2 | $367K | Hold |
1,891
| – | – | 0.33% | 6 |
|
|
2023
Q1 | $312K | Hold |
1,891
| – | – | 0.29% | 5 |
|
|
2022
Q4 | $246K | Buy |
1,891
+127
| +7% | +$16.5K | 15.01% | 4 |
|
|
2022
Q3 | $244K | Hold |
1,764
| – | – | 19.38% | 3 |
|
|
2022
Q2 | $241K | Sell |
1,764
-6
| -0.3% | -$820 | 20.17% | 3 |
|
|
2022
Q1 | $309K | Hold |
1,770
| – | – | 1.35% | 5 |
|
|
2021
Q4 | $314K | Buy |
+1,770
| New | +$314K | 0.26% | 6 |
|