Family CFO’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Hold |
1,507
| – | – | 0.15% | 31 |
|
|
2025
Q1 | $335K | Hold |
1,507
| – | – | 0.18% | 29 |
|
|
2024
Q4 | $377K | Buy |
1,507
+617
| +69% | +$155K | 0.21% | 26 |
|
|
2024
Q3 | $207K | Hold |
890
| – | – | 0.12% | 28 |
|
|
2024
Q2 | $187K | Hold |
890
| – | – | 0.12% | 27 |
|
|
2024
Q1 | $153K | Hold |
890
| – | – | 0.09% | 29 |
|
|
2023
Q4 | $171K | Sell |
890
-60
| -6% | -$11.6K | 0.11% | 26 |
|
|
2023
Q3 | $163K | Buy |
950
+60
| +7% | +$10.3K | 0.12% | 26 |
|
|
2023
Q2 | $173K | Hold |
890
| – | – | 0.12% | 26 |
|
|
2023
Q1 | $147K | Hold |
890
| – | – | 0.11% | 27 |
|
|
2022
Q4 | $116K | Hold |
890
| – | – | 0.1% | 30 |
|
|
2022
Q3 | $123K | Sell |
890
-8,042
| -90% | -$1.11M | 0.13% | 24 |
|
|
2022
Q2 | $1.22M | Hold |
8,932
| – | – | 1.33% | 15 |
|
|
2022
Q1 | $1.56M | Hold |
8,932
| – | – | 1.58% | 13 |
|
|
2021
Q4 | $1.59M | Buy |
+8,932
| New | +$1.59M | 1.53% | 13 |
|