EFG
Ethos Financial Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Sell |
69,473
-59,247
| -46% | -$12.2M | 1.23% | 16 |
|
|
2025
Q1 | $31.6M | Buy |
128,720
+74,123
| +136% | +$18.2M | 3.02% | 3 |
|
|
2024
Q4 | $13.7M | Buy |
54,597
+2,798
| +5% | +$701K | 1.78% | 14 |
|
|
2024
Q3 | $12.1M | Sell |
51,799
-225
| -0.4% | -$52.4K | 1.99% | 12 |
|
|
2024
Q2 | $11M | Sell |
52,024
-168
| -0.3% | -$35.4K | 1.93% | 13 |
|
|
2024
Q1 | $9.02M | Buy |
52,192
+1,512
| +3% | +$261K | 1.71% | 15 |
|
|
2023
Q4 | $9.76M | Buy |
50,680
+2,218
| +5% | +$427K | 2.08% | 10 |
|
|
2023
Q3 | $8.3M | Buy |
48,462
+7,340
| +18% | +$1.26M | 2.15% | 15 |
|
|
2023
Q2 | $6.78M | Hold |
41,122
| – | – | 2.29% | 17 |
|
|
2023
Q1 | $6.78M | Buy |
41,122
+619
| +2% | +$102K | 2.11% | 18 |
|
|
2022
Q4 | $5.4M | Buy |
+40,503
| New | +$5.4M | 1.83% | 23 |
|