Equita Financial Network’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
5,164
-1,952
| -27% | -$400K | 0.42% | 34 |
|
|
2025
Q1 | $1.58M | Buy |
7,116
+2,471
| +53% | +$549K | 0.55% | 36 |
|
|
2024
Q4 | $1.16M | Buy |
4,645
+383
| +9% | +$95.9K | 0.42% | 39 |
|
|
2024
Q3 | $993K | Sell |
4,262
-530
| -11% | -$123K | 0.36% | 42 |
|
|
2024
Q2 | $1.01M | Buy |
4,792
+1,601
| +50% | +$337K | 0.42% | 40 |
|
|
2024
Q1 | $547K | Buy |
3,191
+703
| +28% | +$121K | 0.25% | 48 |
|
|
2023
Q4 | $479K | Sell |
2,488
-767
| -24% | -$148K | 0.26% | 47 |
|
|
2023
Q3 | $557K | Buy |
+3,255
| New | +$557K | 0.34% | 41 |
|