Dixon Fnancial Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Sell |
16,501
-340
| -2% | -$69.8K | 1.71% | 9 |
|
|
2025
Q1 | $3.74M | Sell |
16,841
-70
| -0.4% | -$15.5K | 2.02% | 7 |
|
|
2024
Q4 | $4.23M | Sell |
16,911
-56
| -0.3% | -$14K | 2.3% | 6 |
|
|
2024
Q3 | $3.95M | Buy |
16,967
+205
| +1% | +$47.8K | 2.1% | 6 |
|
|
2024
Q2 | $3.53M | Buy |
16,762
+1
| +0% | +$211 | 1.98% | 6 |
|
|
2024
Q1 | $2.87M | Sell |
16,761
-200
| -1% | -$34.3K | 1.59% | 7 |
|
|
2023
Q4 | $3.27M | Buy |
16,961
+495
| +3% | +$95.3K | 2.01% | 6 |
|
|
2023
Q3 | $2.82M | Sell |
16,466
-104
| -0.6% | -$17.8K | 1.9% | 6 |
|
|
2023
Q2 | $3.21M | Buy |
16,570
+117
| +0.7% | +$22.7K | 2.09% | 6 |
|
|
2023
Q1 | $2.71M | Sell |
16,453
-854
| -5% | -$141K | 1.84% | 6 |
|
|
2022
Q4 | $2.25M | Buy |
17,307
+39
| +0.2% | +$5.07K | 1.59% | 6 |
|
|
2022
Q3 | $2.39M | Sell |
17,268
-281
| -2% | -$38.8K | 1.88% | 6 |
|
|
2022
Q2 | $2.4M | Buy |
17,549
+267
| +2% | +$36.5K | 1.75% | 6 |
|
|
2022
Q1 | $3.02M | Buy |
17,282
+258
| +2% | +$45.1K | 2.3% | 5 |
|
|
2021
Q4 | $3.02M | Buy |
+17,024
| New | +$3.02M | 2.2% | 5 |
|