FA
Fiduciary Alliance’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.5M | Buy |
246,036
+12,262
| +5% | +$2.52M | 3.76% | 2 |
|
|
2025
Q1 | $51.9M | Buy |
233,774
+7,658
| +3% | +$1.7M | 5.1% | 1 |
|
|
2024
Q4 | $56.6M | Buy |
226,116
+32,724
| +17% | +$8.19M | 5.72% | 1 |
|
|
2024
Q3 | $45.1M | Buy |
193,392
+33,056
| +21% | +$7.7M | 5.98% | 1 |
|
|
2024
Q2 | $35.3M | Buy |
160,336
+12,086
| +8% | +$2.66M | 5.73% | 2 |
|
|
2024
Q1 | $25.2M | Sell |
148,250
-5,104
| -3% | -$868K | 4.45% | 2 |
|
|
2023
Q4 | $29.5M | Buy |
153,354
+830
| +0.5% | +$160K | 5.81% | 1 |
|
|
2023
Q3 | $26.1M | Buy |
152,524
+2,070
| +1% | +$354K | 6.03% | 1 |
|
|
2023
Q2 | $29.2M | Buy |
150,454
+1,903
| +1% | +$369K | 6.27% | 1 |
|
|
2023
Q1 | $24.5M | Buy |
148,551
+3,416
| +2% | +$563K | 6.15% | 1 |
|
|
2022
Q4 | $18.9M | Buy |
+145,135
| New | +$18.9M | 4.88% | 1 |
|