DecisionPoint 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 | $2.25M | Sell |
10,810
-3,075
| -22% | -$639K | 0.57% | 18 |
|
|
2025
Q1 | $3.08M | Sell |
13,885
-105
| -0.8% | -$23.3K | 0.89% | 15 |
|
|
2024
Q4 | $3.5M | Buy |
13,990
+2,964
| +27% | +$742K | 1.07% | 14 |
|
|
2024
Q3 | $2.57M | Buy |
11,026
+211
| +2% | +$49.2K | 0.81% | 16 |
|
|
2024
Q2 | $2.4M | Buy |
10,815
+180
| +2% | +$40K | 0.81% | 16 |
|
|
2024
Q1 | $1.8M | Hold |
10,635
| – | – | 0.72% | 16 |
|
|
2023
Q4 | $2.05M | Buy |
10,635
+1,972
| +23% | +$380K | 0.88% | 16 |
|
|
2023
Q3 | $1.48M | Sell |
8,663
-55
| -0.6% | -$9.42K | 0.78% | 15 |
|
|
2023
Q2 | $1.69M | Hold |
8,718
| – | – | 0.88% | 14 |
|
|
2023
Q1 | $1.44M | Sell |
8,718
-2,010
| -19% | -$331K | 0.83% | 16 |
|
|
2022
Q4 | $1.39M | Buy |
+10,728
| New | +$1.39M | 0.85% | 16 |
|