ERn Financial LLC’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Sell |
20,715
-21,420
| -51% | -$4.39M | 0.9% | 34 |
|
|
2025
Q1 | $9.36M | Sell |
42,135
-8,605
| -17% | -$1.91M | 1.48% | 21 |
|
|
2024
Q4 | $12.7M | Buy |
50,740
+7,754
| +18% | +$1.94M | 1.91% | 13 |
|
|
2024
Q3 | $10M | Buy |
42,986
+1,220
| +3% | +$284K | 1.52% | 19 |
|
|
2024
Q2 | $8.8M | Sell |
41,766
-127
| -0.3% | -$26.7K | 1.46% | 19 |
|
|
2024
Q1 | $7.18M | Buy |
41,893
+809
| +2% | +$139K | 1.25% | 24 |
|
|
2023
Q4 | $7.75M | Buy |
41,084
+1,119
| +3% | +$211K | 1.47% | 20 |
|
|
2023
Q3 | $6.84M | Buy |
39,965
+553
| +1% | +$94.7K | 1.48% | 20 |
|
|
2023
Q2 | $7.64M | Buy |
39,412
+372
| +1% | +$72.2K | 1.6% | 16 |
|
|
2023
Q1 | $6.44M | Buy |
39,040
+1,610
| +4% | +$265K | 1.42% | 20 |
|
|
2022
Q4 | $4.86M | Buy |
37,430
+853
| +2% | +$111K | 1.11% | 29 |
|
|
2022
Q3 | $5.06M | Buy |
36,577
+3,590
| +11% | +$496K | 1.29% | 23 |
|
|
2022
Q2 | $4.51M | Buy |
32,987
+6,681
| +25% | +$913K | 1.1% | 29 |
|
|
2022
Q1 | $4.59M | Buy |
26,306
+1,060
| +4% | +$185K | 1.02% | 28 |
|
|
2021
Q4 | $4.48M | Buy |
25,246
+319
| +1% | +$56.6K | 1% | 32 |
|
|
2021
Q3 | $3.53M | Buy |
24,927
+3,786
| +18% | +$536K | 0.9% | 37 |
|
|
2021
Q2 | $2.9M | Buy |
21,141
+496
| +2% | +$67.9K | 1.03% | 33 |
|
|
2021
Q1 | $2.52M | Sell |
20,645
-13
| -0.1% | -$1.59K | 0.98% | 35 |
|
|
2020
Q4 | $2.74M | Buy |
20,658
+1,156
| +6% | +$153K | 1.13% | 28 |
|
|
2020
Q3 | $2.26M | Buy |
19,502
+14
| +0.1% | +$1.62K | 1.06% | 28 |
|
|
2020
Q2 | $1.78M | Sell |
19,488
-108
| -0.6% | -$9.85K | 0.9% | 31 |
|
|
2020
Q1 | $1.25M | Sell |
19,596
-4,664
| -19% | -$297K | 0.82% | 32 |
|
|
2019
Q4 | $1.78M | Buy |
24,260
+8,524
| +54% | +$626K | 1.04% | 25 |
|
|
2019
Q3 | $881K | Sell |
15,736
-92
| -0.6% | -$5.15K | 0.63% | 24 |
|
|
2019
Q2 | $783K | Sell |
15,828
-3,128
| -17% | -$155K | 0.59% | 26 |
|
|
2019
Q1 | $963K | Sell |
18,956
-1,336
| -7% | -$67.9K | 0.58% | 27 |
|
|
2018
Q4 | $800K | Buy |
+20,292
| New | +$800K | 0.72% | 26 |
|