DAS
Diversify Advisory Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68M | Buy |
296,123
+61,817
| +26% | +$14.2M | 2.6% | 7 |
|
|
2025
Q1 | $49.5M | Sell |
234,306
-24,517
| -9% | -$5.18M | 3.09% | 6 |
|
|
2024
Q4 | $61.3M | Sell |
258,823
-29,526
| -10% | -$6.99M | 3.38% | 5 |
|
|
2024
Q3 | $68M | Sell |
288,349
-418
| -0.1% | -$98.6K | 3.66% | 4 |
|
|
2024
Q2 | $66M | Buy |
288,767
+10,951
| +4% | +$2.5M | 3.62% | 4 |
|
|
2024
Q1 | $47.2M | Buy |
+277,816
| New | +$47.2M | 2.78% | 5 |
|