Fairfield Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.8M | Sell |
52,802
-1,876
| -3% | -$385K | 3.8% | 9 |
|
2025
Q1 | $12.1M | Buy |
54,678
+609
| +1% | +$135K | 4.58% | 7 |
|
2024
Q4 | $13.5M | Sell |
54,069
-1,053
| -2% | -$264K | 4.77% | 7 |
|
2024
Q3 | $12.8M | Sell |
55,122
-2,295
| -4% | -$535K | 4.37% | 8 |
|
2024
Q2 | $12.1M | Buy |
+57,417
| New | +$12.1M | 3.56% | 9 |
|
2023
Q4 | $11.2M | Buy |
58,235
+798
| +1% | +$154K | 4.27% | 7 |
|
2023
Q3 | $9.83M | Sell |
57,437
-1,219
| -2% | -$209K | 4.14% | 7 |
|
2023
Q2 | $11.4M | Sell |
58,656
-522
| -0.9% | -$101K | 4.55% | 7 |
|
2023
Q1 | $9.61M | Buy |
59,178
+56
| +0.1% | +$9.09K | 4.16% | 7 |
|
2022
Q4 | $7.68M | Sell |
59,122
-3,602
| -6% | -$468K | 3.52% | 7 |
|
2022
Q3 | $8.67M | Sell |
62,724
-2,370
| -4% | -$328K | 4.11% | 7 |
|
2022
Q2 | $8.9M | Sell |
65,094
-5,362
| -8% | -$733K | 4.12% | 7 |
|
2022
Q1 | $12.3M | Buy |
+70,456
| New | +$12.3M | 4.45% | 7 |
|