FG
Fiduciary Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.3M | Sell |
225,501
-957
| -0.4% | -$196K | 4.35% | 2 |
|
|
2025
Q1 | $50.3M | Buy |
226,458
+15
| +0% | +$3.33K | 5.04% | 1 |
|
|
2024
Q4 | $56.7M | Buy |
226,443
+3,909
| +2% | +$979K | 5.69% | 1 |
|
|
2024
Q3 | $51.9M | Buy |
222,534
+387
| +0.2% | +$90.2K | 5.25% | 1 |
|
|
2024
Q2 | $46.8M | Sell |
222,147
-2,209
| -1% | -$465K | 5.03% | 1 |
|
|
2024
Q1 | $38.5M | Buy |
224,356
+2,006
| +0.9% | +$344K | 4.19% | 3 |
|
|
2023
Q4 | $42.8M | Sell |
222,350
-3,140
| -1% | -$605K | 5.02% | 2 |
|
|
2023
Q3 | $38.6M | Sell |
225,490
-1,697
| -0.7% | -$291K | 4.93% | 2 |
|
|
2023
Q2 | $44.1M | Sell |
227,187
-2,963
| -1% | -$575K | 5.41% | 1 |
|
|
2023
Q1 | $38M | Sell |
230,150
-2,920
| -1% | -$482K | 4.93% | 2 |
|
|
2022
Q4 | $30.3M | Sell |
233,070
-6,366
| -3% | -$827K | 4.03% | 2 |
|
|
2022
Q3 | $35.2M | Sell |
239,436
-5,376
| -2% | -$790K | 4.56% | 1 |
|
|
2022
Q2 | $41.2M | Sell |
244,812
-2,621
| -1% | -$442K | 5.15% | 1 |
|
|
2022
Q1 | $36.2M | Sell |
247,433
-5,670
| -2% | -$831K | 4.79% | 1 |
|
|
2021
Q4 | $44.9M | Sell |
253,103
-1,782
| -0.7% | -$316K | 5% | 1 |
|
|
2021
Q3 | $38.1M | Sell |
254,885
-2,289
| -0.9% | -$342K | 4.32% | 2 |
|
|
2021
Q2 | $37.8M | Buy |
257,174
+1,530
| +0.6% | +$225K | 4.37% | 2 |
|
|
2021
Q1 | $33.6M | Buy |
255,644
+408
| +0.2% | +$53.6K | 4.09% | 3 |
|
|
2020
Q4 | $34.5M | Sell |
255,236
-10,429
| -4% | -$1.41M | 4.55% | 3 |
|
|
2020
Q3 | $30.8M | Buy |
265,665
+198,461
| +295% | +$23M | 4.65% | 3 |
|
|
2020
Q2 | $24.5M | Sell |
67,204
-1,111
| -2% | -$405K | 4.09% | 3 |
|
|
2020
Q1 | $17.4M | Buy |
68,315
+913
| +1% | +$232K | 3.41% | 5 |
|
|
2019
Q4 | $19.8M | Sell |
67,402
-3,619
| -5% | -$1.06M | 3.16% | 4 |
|
|
2019
Q3 | $15.9M | Sell |
71,021
-6,424
| -8% | -$1.44M | 2.78% | 5 |
|
|
2019
Q2 | $15.3M | Sell |
77,445
-755
| -1% | -$149K | 2.75% | 5 |
|
|
2019
Q1 | $14.9M | Sell |
78,200
-154
| -0.2% | -$29.3K | 2.77% | 5 |
|
|
2018
Q4 | $12.4M | Buy |
78,354
+3,251
| +4% | +$513K | 2.56% | 5 |
|
|
2018
Q3 | $17M | Sell |
75,103
-602
| -0.8% | -$136K | 3.32% | 3 |
|
|
2018
Q2 | $14M | Sell |
75,705
-537
| -0.7% | -$99.4K | 2.96% | 4 |
|
|
2018
Q1 | $12.8M | Buy |
76,242
+627
| +0.8% | +$105K | 2.77% | 5 |
|
|
2017
Q4 | $12.8M | Buy |
75,615
+260
| +0.3% | +$44K | 2.73% | 5 |
|
|
2017
Q3 | $11.6M | Sell |
75,355
-957
| -1% | -$147K | 2.61% | 5 |
|
|
2017
Q2 | $11M | Buy |
76,312
+842
| +1% | +$121K | 2.54% | 4 |
|
|
2017
Q1 | $10.8M | Sell |
75,470
-6,527
| -8% | -$938K | 2.57% | 5 |
|
|
2016
Q4 | $9.5M | Buy |
81,997
+111
| +0.1% | +$12.9K | 2.46% | 5 |
|
|
2016
Q3 | $9.26M | Sell |
81,886
-316
| -0.4% | -$35.7K | 2.51% | 5 |
|
|
2016
Q2 | $7.86M | Sell |
82,202
-1,337
| -2% | -$128K | 2.18% | 6 |
|
|
2016
Q1 | $9.11M | Buy |
83,539
+1,465
| +2% | +$160K | 2.64% | 4 |
|
|
2015
Q4 | $8.64M | Buy |
82,074
+3,410
| +4% | +$359K | 2.57% | 4 |
|
|
2015
Q3 | $8.68M | Buy |
78,664
+6,315
| +9% | +$697K | 2.89% | 2 |
|
|
2015
Q2 | $9.07M | Buy |
+72,349
| New | +$9.07M | 2.86% | 1 |
|