Fi3 Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.35M | Buy |
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|
2025
Q1 | $8.93M | Sell |
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|
2024
Q4 | $10.5M | Sell |
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|
2024
Q3 | $9.84M | Buy |
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|
2024
Q2 | $8.68M | Buy |
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|
2024
Q1 | $7.56M | Buy |
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|
2023
Q4 | $7.24M | Sell |
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|
2023
Q3 | $6.84M | Buy |
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|
2023
Q2 | $7.34M | Sell |
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|
2023
Q1 | $6.25M | Sell |
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|
2022
Q4 | $5M | Buy |
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|
2022
Q3 | $4.76M | Buy |
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|
2022
Q2 | $3.34M | Buy |
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|
2022
Q1 | $3.88M | Buy |
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|
2021
Q4 | $3.81M | Sell |
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|
2021
Q3 | $3.06M | Sell |
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|
2021
Q2 | $3.2M | Buy |
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|
2021
Q1 | $1.8M | Buy |
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