Ehrlich Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
6,419
+194
| +3% | +$39.8K | 0.85% | 35 |
|
|
2025
Q1 | $1.38M | Buy |
6,225
+7
| +0.1% | +$1.56K | 1.01% | 29 |
|
|
2024
Q4 | $1.56M | Sell |
6,218
-37
| -0.6% | -$9.27K | 1.11% | 25 |
|
|
2024
Q3 | $1.46M | Buy |
6,255
+14
| +0.2% | +$3.26K | 1.04% | 25 |
|
|
2024
Q2 | $1.31M | Buy |
6,241
+235
| +4% | +$49.5K | 1.04% | 24 |
|
|
2024
Q1 | $1.03M | Buy |
6,006
+102
| +2% | +$17.5K | 0.87% | 28 |
|
|
2023
Q4 | $1.14M | Buy |
+5,904
| New | +$1.14M | 1.14% | 26 |
|