EFA
Edge Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.23M | Buy |
30,334
+2,973
| +11% | +$611K | 3.28% | 9 |
|
|
2025
Q1 | $6.08M | Sell |
27,361
-186
| -0.7% | -$41.3K | 3.84% | 8 |
|
|
2024
Q4 | $6.9M | Sell |
27,547
-24
| -0.1% | -$6.01K | 6.16% | 2 |
|
|
2024
Q3 | $6.42M | Buy |
+27,571
| New | +$6.42M | 5.69% | 2 |
|
|
2024
Q1 | $5.3M | Buy |
+30,936
| New | +$5.3M | 4.67% | 2 |
|