Fiduciary Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5M | Buy |
185,072
+11,551
| +7% | +$2.4M | 6.95% | 2 |
|
|
2025
Q1 | $33M | Sell |
173,521
-1,471
| -0.8% | -$280K | 7.19% | 2 |
|
|
2024
Q4 | $41.4M | Buy |
174,992
+5
| +0% | +$1.18K | 9.02% | 1 |
|
|
2024
Q3 | $39.5M | Buy |
174,987
+5,134
| +3% | +$1.16M | 9.07% | 1 |
|
|
2024
Q2 | $39.9M | Buy |
+169,853
| New | +$39.9M | 9.63% | 1 |
|