Econ Financial 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 | $2.06M | Sell |
10,046
-166
| -2% | -$34.1K | 1.06% | 31 |
|
|
2025
Q1 | $2.27M | Buy |
10,212
+928
| +10% | +$206K | 1.21% | 21 |
|
|
2024
Q4 | $2.32M | Buy |
+9,284
| New | +$2.32M | 1.33% | 21 |
|
|
2022
Q3 | – | Sell |
-3,672
| Closed | -$502K | – | 74 |
|
|
2022
Q2 | $502K | Buy |
3,672
+3,251
| +772% | +$444K | 0.41% | 56 |
|
|
2022
Q1 | $74K | Buy |
421
+95
| +29% | +$16.7K | 0.05% | 72 |
|
|
2021
Q4 | $58K | Buy |
+326
| New | +$58K | 0.04% | 93 |
|
|
2019
Q2 | $390K | Buy |
+7,872
| New | +$390K | 0.54% | 37 |
|