EFG
Erickson Financial Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Sell |
2,490
-76
| -3% | -$15.6K | 0.35% | 17 |
|
|
2025
Q1 | $570K | Hold |
2,566
| – | – | 0.43% | 16 |
|
|
2024
Q4 | $643K | Hold |
2,566
| – | – | 0.46% | 16 |
|
|
2024
Q3 | $598K | Hold |
2,566
| – | – | 0.43% | 15 |
|
|
2024
Q2 | $540K | Hold |
2,566
| – | – | 0.41% | 15 |
|
|
2024
Q1 | $440K | Buy |
2,566
+100
| +4% | +$17.1K | 0.35% | 17 |
|
|
2023
Q4 | $475K | Sell |
2,466
-36
| -1% | -$6.93K | 0.39% | 16 |
|
|
2023
Q3 | $428K | Buy |
2,502
+24
| +1% | +$4.11K | 0.4% | 18 |
|
|
2023
Q2 | $481K | Buy |
2,478
+15
| +0.6% | +$2.91K | 0.44% | 17 |
|
|
2023
Q1 | $406K | Hold |
2,463
| – | – | 0.4% | 19 |
|
|
2022
Q4 | $320K | Hold |
2,463
| – | – | 0.35% | 20 |
|
|
2022
Q3 | $340K | Sell |
2,463
-4
| -0.2% | -$552 | 0.38% | 20 |
|
|
2022
Q2 | $337K | Buy |
2,467
+3
| +0.1% | +$410 | 0.36% | 19 |
|
|
2022
Q1 | $430K | Hold |
2,464
| – | – | 0.39% | 20 |
|
|
2021
Q4 | $438K | Buy |
+2,464
| New | +$438K | 0.38% | 19 |
|