DNCA Finance’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Sell |
95,904
-38,896
| -29% | -$7.98M | 1.5% | 22 |
|
|
2025
Q1 | $29.9M | Sell |
134,800
-1
| -0% | -$222 | 2.49% | 11 |
|
|
2024
Q4 | $33.8M | Buy |
134,801
+65,331
| +94% | +$16.4M | 2.63% | 9 |
|
|
2024
Q3 | $16.2M | Buy |
69,470
+26,720
| +63% | +$6.23M | 1.39% | 20 |
|
|
2024
Q2 | $9M | Buy |
+42,750
| New | +$9M | 0.77% | 44 |
|