Erickson Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Sell |
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|
2025
Q1 | $570K | Hold |
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|
2024
Q4 | $643K | Hold |
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|
2024
Q3 | $598K | Hold |
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|
2024
Q2 | $540K | Hold |
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|
2024
Q1 | $440K | Buy |
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|
2023
Q4 | $475K | Sell |
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|
2023
Q3 | $428K | Buy |
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|
2023
Q2 | $481K | Buy |
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|
2023
Q1 | $406K | Hold |
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|
2022
Q4 | $320K | Hold |
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|
2022
Q3 | $340K | Sell |
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|
2022
Q2 | $337K | Buy |
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|
2022
Q1 | $430K | Hold |
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|
2021
Q4 | $438K | Buy |
|