DFA
DHJJ Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
15,999
+6,161
| +63% | +$1.26M | 1.19% | 16 |
|
|
2025
Q1 | $2.19M | Sell |
9,838
-227
| -2% | -$50.4K | 0.88% | 22 |
|
|
2024
Q4 | $2.52M | Buy |
10,065
+29
| +0.3% | +$7.26K | 0.98% | 21 |
|
|
2024
Q3 | $2.34M | Sell |
10,036
-45
| -0.4% | -$10.5K | 0.93% | 21 |
|
|
2024
Q2 | $2.12M | Sell |
10,081
-459
| -4% | -$96.7K | 0.9% | 23 |
|
|
2024
Q1 | $1.81M | Sell |
10,540
-5
| -0% | -$857 | 0.8% | 24 |
|
|
2023
Q4 | $2.03M | Buy |
10,545
+275
| +3% | +$52.9K | 0.95% | 21 |
|
|
2023
Q3 | $1.76M | Sell |
10,270
-34
| -0.3% | -$5.82K | 0.89% | 23 |
|
|
2023
Q2 | $2M | Sell |
10,304
-128
| -1% | -$24.8K | 1.04% | 21 |
|
|
2023
Q1 | $1.71M | Buy |
10,432
+3
| +0% | +$493 | 0.93% | 25 |
|
|
2022
Q4 | $1.35M | Sell |
10,429
-307
| -3% | -$39.9K | 0.78% | 32 |
|
|
2022
Q3 | $1.48M | Sell |
10,736
-7
| -0.1% | -$968 | 0.87% | 29 |
|
|
2022
Q2 | $1.47M | Buy |
10,743
+31
| +0.3% | +$4.24K | 0.82% | 31 |
|
|
2022
Q1 | $1.87M | Hold |
10,712
| – | – | 0.9% | 27 |
|
|
2021
Q4 | $1.9M | Buy |
10,712
+204
| +2% | +$36.2K | 0.89% | 26 |
|
|
2021
Q3 | $1.49M | Sell |
10,508
-18
| -0.2% | -$2.55K | 0.77% | 34 |
|
|
2021
Q2 | $1.44M | Sell |
10,526
-33
| -0.3% | -$4.52K | 0.76% | 33 |
|
|
2021
Q1 | $1.29M | Sell |
10,559
-27
| -0.3% | -$3.3K | 0.75% | 36 |
|
|
2020
Q4 | $1.41M | Buy |
+10,586
| New | +$1.41M | 0.88% | 29 |
|