EnRich Financial Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
9,210
-38
| -0.4% | -$7.8K | 0.58% | 21 |
|
|
2025
Q1 | $2.05M | Sell |
9,248
-107
| -1% | -$23.8K | 0.69% | 21 |
|
|
2024
Q4 | $2.34M | Sell |
9,355
-1
| -0% | -$250 | 0.78% | 20 |
|
|
2024
Q3 | $2.18M | Buy |
9,356
+66
| +0.7% | +$15.4K | 0.73% | 20 |
|
|
2024
Q2 | $1.96M | Buy |
9,290
+35
| +0.4% | +$7.37K | 0.72% | 20 |
|
|
2024
Q1 | $1.59M | Hold |
9,255
| – | – | 0.59% | 21 |
|
|
2023
Q4 | $1.78M | Buy |
+9,255
| New | +$1.78M | 0.74% | 19 |
|