Fi3 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 | $8.35M | Buy |
40,692
+492
| +1% | +$101K | 3.01% | 7 |
|
|
2025
Q1 | $8.93M | Sell |
40,200
-1,555
| -4% | -$345K | 3.63% | 6 |
|
|
2024
Q4 | $10.5M | Sell |
41,755
-494
| -1% | -$124K | 3.92% | 6 |
|
|
2024
Q3 | $9.84M | Buy |
42,249
+1,044
| +3% | +$243K | 3.91% | 6 |
|
|
2024
Q2 | $8.68M | Buy |
41,205
+3
| +0% | +$632 | 3.82% | 7 |
|
|
2024
Q1 | $7.56M | Buy |
41,202
+3,601
| +10% | +$660K | 3.47% | 7 |
|
|
2023
Q4 | $7.24M | Sell |
37,601
-2,346
| -6% | -$452K | 3.45% | 8 |
|
|
2023
Q3 | $6.84M | Buy |
39,947
+2,127
| +6% | +$364K | 3.68% | 9 |
|
|
2023
Q2 | $7.34M | Sell |
37,820
-57
| -0.2% | -$11.1K | 3.84% | 7 |
|
|
2023
Q1 | $6.25M | Sell |
37,877
-638
| -2% | -$105K | 3.33% | 7 |
|
|
2022
Q4 | $5M | Buy |
38,515
+4,041
| +12% | +$525K | 2.86% | 10 |
|
|
2022
Q3 | $4.76M | Buy |
34,474
+11,512
| +50% | +$1.59M | 4.34% | 8 |
|
|
2022
Q2 | $3.34M | Buy |
22,962
+753
| +3% | +$110K | 2.76% | 9 |
|
|
2022
Q1 | $3.88M | Buy |
22,209
+749
| +3% | +$131K | 3.01% | 9 |
|
|
2021
Q4 | $3.81M | Sell |
21,460
-135
| -0.6% | -$24K | 2.49% | 12 |
|
|
2021
Q3 | $3.06M | Sell |
21,595
-104
| -0.5% | -$14.7K | 2.03% | 12 |
|
|
2021
Q2 | $3.2M | Buy |
21,699
+6,976
| +47% | +$1.03M | 2.19% | 12 |
|
|
2021
Q1 | $1.8M | Buy |
+14,723
| New | +$1.8M | 1.55% | 13 |
|