Delta Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Sell |
64,689
-4,144
| -6% | -$850K | 4.67% | 4 |
|
|
2025
Q1 | $15.3M | Sell |
68,833
-429
| -0.6% | -$95.3K | 5.74% | 2 |
|
|
2024
Q4 | $17.3M | Sell |
69,262
-27
| -0% | -$6.76K | 6.45% | 2 |
|
|
2024
Q3 | $16.1M | Sell |
69,289
-1,296
| -2% | -$302K | 5.86% | 2 |
|
|
2024
Q2 | $14.9M | Buy |
70,585
+186
| +0.3% | +$39.2K | 5.76% | 2 |
|
|
2024
Q1 | $12.1M | Buy |
70,399
+968
| +1% | +$166K | 4.78% | 3 |
|
|
2023
Q4 | $13.4M | Sell |
69,431
-2,193
| -3% | -$422K | 5.8% | 2 |
|
|
2023
Q3 | $12.3M | Buy |
71,624
+8
| +0% | +$1.37K | 5.53% | 2 |
|
|
2023
Q2 | $13.9M | Sell |
71,616
-162
| -0.2% | -$31.4K | 6.14% | 2 |
|
|
2023
Q1 | $11.8M | Sell |
71,778
-1,337
| -2% | -$220K | 5.7% | 2 |
|
|
2022
Q4 | $9.5M | Sell |
73,115
-442
| -0.6% | -$57.4K | 4.61% | 2 |
|
|
2022
Q3 | $10.2M | Buy |
73,557
+21
| +0% | +$2.9K | 5.4% | 2 |
|
|
2022
Q2 | $10.1M | Buy |
73,536
+63
| +0.1% | +$8.61K | 5.02% | 2 |
|
|
2022
Q1 | $12.8M | Sell |
73,473
-143
| -0.2% | -$25K | 5.48% | 2 |
|
|
2021
Q4 | $13.1M | Sell |
73,616
-322
| -0.4% | -$57.2K | 5.33% | 2 |
|
|
2021
Q3 | $10.5M | Sell |
73,938
-544
| -0.7% | -$77K | 4.66% | 2 |
|
|
2021
Q2 | $10.2M | Buy |
74,482
+81
| +0.1% | +$11.1K | 4.48% | 2 |
|
|
2021
Q1 | $9.09M | Buy |
74,401
+492
| +0.7% | +$60.1K | 4.25% | 2 |
|
|
2020
Q4 | $9.81M | Sell |
73,909
-987
| -1% | -$131K | 4.91% | 2 |
|
|
2020
Q3 | $8.67M | Sell |
74,896
-13,004
| -15% | -$1.51M | 4.8% | 2 |
|
|
2020
Q2 | $8.02M | Sell |
87,900
-6,592
| -7% | -$601K | 4.72% | 2 |
|
|
2020
Q1 | $6.01M | Sell |
94,492
-16,000
| -14% | -$1.02M | 4.13% | 2 |
|
|
2019
Q4 | $8.11M | Sell |
110,492
-3,892
| -3% | -$286K | 3.18% | 3 |
|
|
2019
Q3 | $6.41M | Sell |
114,384
-2,400
| -2% | -$134K | 2.59% | 4 |
|
|
2019
Q2 | $5.78M | Buy |
+116,784
| New | +$5.78M | 2.39% | 4 |
|