Eley Financial Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.56M Sell
31,957
-20
-0.1% -$4.1K 2.52% 9
2025
Q1
$7.14M Buy
31,977
+161
+0.5% +$35.9K 2.86% 8
2024
Q4
$7.97M Buy
31,816
+879
+3% +$220K 3.1% 7
2024
Q3
$7.21M Sell
30,937
-669
-2% -$156K 2.9% 6
2024
Q2
$6.66M Buy
31,606
+8
+0% +$1.69K 2.82% 7
2024
Q1
$5.42M Sell
31,598
-581
-2% -$99.6K 2.33% 9
2023
Q4
$6.2M Sell
32,179
-789
-2% -$152K 2.9% 7
2023
Q3
$5.63M Sell
32,968
-678
-2% -$116K 2.87% 7
2023
Q2
$6.53M Sell
33,646
-300
-0.9% -$58.2K 3.18% 7
2023
Q1
$5.6M Sell
33,946
-397
-1% -$65.5K 2.89% 7
2022
Q4
$4.46M Buy
+34,343
New +$4.46M 2.4% 8