Delta Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $102M | Buy |
459,850
+14,917
| +3% | +$3.29M | 23.2% | 1 |
|
|
2024
Q4 | $111M | Sell |
444,933
-3,277
| -0.7% | -$821K | 26.09% | 1 |
|
|
2024
Q3 | $104M | Buy |
448,210
+1,217
| +0.3% | +$284K | 38.82% | 1 |
|
|
2024
Q2 | $94.1M | Sell |
446,993
-1,320
| -0.3% | -$278K | 39.48% | 1 |
|
|
2024
Q1 | $76.9M | Sell |
448,313
-4,293
| -0.9% | -$736K | 22.63% | 1 |
|
|
2023
Q4 | $87.1M | Sell |
452,606
-3,261
| -0.7% | -$628K | 27.41% | 1 |
|
|
2023
Q3 | $78M | Buy |
+455,867
| New | +$78M | 26.95% | 1 |
|
|
2023
Q2 | – | Sell |
-454,493
| Closed | -$74.9M | – | 91 |
|
|
2023
Q1 | $74.9M | Buy |
454,493
+2,181
| +0.5% | +$360K | 29.43% | 1 |
|
|
2022
Q4 | $58.8M | Buy |
+452,312
| New | +$58.8M | 26.04% | 1 |
|