Farrell Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.23M | Sell |
30,380
-1,538
| -5% | -$316K | 4.18% | 7 |
|
2025
Q1 | $7.09M | Sell |
31,918
-433
| -1% | -$96.2K | 5.16% | 4 |
|
2024
Q4 | $8.1M | Sell |
32,351
-32
| -0.1% | -$8.01K | 5.79% | 4 |
|
2024
Q3 | $7.35M | Buy |
32,383
+16
| +0% | +$3.63K | 5.19% | 4 |
|
2024
Q2 | $6.82M | Sell |
32,367
-17
| -0.1% | -$3.58K | 5.31% | 4 |
|
2024
Q1 | $5.55M | Sell |
32,384
-1,228
| -4% | -$211K | 4.55% | 5 |
|
2023
Q4 | $5.74M | Buy |
+33,612
| New | +$5.74M | 5.74% | 3 |
|