EFMC
Empire Financial Management Company’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.71M | Sell |
42,473
-1,011
| -2% | -$207K | 2.51% | 4 |
|
2025
Q1 | $9.66M | Sell |
43,484
-1,526
| -3% | -$339K | 2.99% | 4 |
|
2024
Q4 | $11.3M | Buy |
45,010
+2,424
| +6% | +$607K | 3.52% | 3 |
|
2024
Q3 | $9.92M | Sell |
42,586
-4,803
| -10% | -$1.12M | 3.05% | 3 |
|
2024
Q2 | $9.98M | Buy |
47,389
+1,190
| +3% | +$251K | 3.3% | 3 |
|
2024
Q1 | $7.92M | Buy |
46,199
+5,942
| +15% | +$1.02M | 2.62% | 3 |
|
2023
Q4 | $7.75M | Sell |
40,257
-413
| -1% | -$79.5K | 3.03% | 3 |
|
2023
Q3 | $6.96M | Sell |
40,670
-1,707
| -4% | -$292K | 3.03% | 3 |
|
2023
Q2 | $8.22M | Sell |
42,377
-3,843
| -8% | -$745K | 3.27% | 3 |
|
2023
Q1 | $7.62M | Buy |
+46,220
| New | +$7.62M | 3.11% | 3 |
|