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Fiducient Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
19,795
+1,261
| +7% | +$259K | 0.5% | 36 |
|
|
2025
Q1 | $4.12M | Buy |
18,534
+3,582
| +24% | +$796K | 0.51% | 31 |
|
|
2024
Q4 | $3.74M | Sell |
14,952
-8,847
| -37% | -$2.22M | 0.46% | 32 |
|
|
2024
Q3 | $5.55M | Buy |
23,799
+671
| +3% | +$156K | 0.64% | 28 |
|
|
2024
Q2 | $4.87M | Buy |
23,128
+1,096
| +5% | +$231K | 0.67% | 24 |
|
|
2024
Q1 | $3.78M | Buy |
22,032
+2,398
| +12% | +$411K | 0.75% | 24 |
|
|
2023
Q4 | $3.78M | Sell |
19,634
-4,162
| -17% | -$801K | 0.71% | 21 |
|
|
2023
Q3 | $4.07M | Buy |
23,796
+19,895
| +510% | +$3.41M | 0.23% | 26 |
|
|
2023
Q2 | $757K | Buy |
3,901
+1,733
| +80% | +$336K | 0.23% | 30 |
|
|
2023
Q1 | $358K | Sell |
2,168
-13,693
| -86% | -$2.26M | 0.12% | 38 |
|
|
2022
Q4 | $2.06M | Buy |
15,861
+284
| +2% | +$36.9K | 0.61% | 18 |
|
|
2022
Q3 | $2.15M | Sell |
15,577
-11,198
| -42% | -$1.55M | 1.02% | 13 |
|
|
2022
Q2 | $3.66M | Buy |
26,775
+11,406
| +74% | +$1.56M | 1.38% | 12 |
|
|
2022
Q1 | $2.68M | Buy |
15,369
+29
| +0.2% | +$5.06K | 1.01% | 13 |
|
|
2021
Q4 | $2.72M | Sell |
15,340
-11,329
| -42% | -$2.01M | 0.83% | 15 |
|
|
2021
Q3 | $3.77M | Buy |
26,669
+23
| +0.1% | +$3.26K | 1.14% | 14 |
|
|
2021
Q2 | $3.65M | Sell |
26,646
-158
| -0.6% | -$21.6K | 1.13% | 14 |
|
|
2021
Q1 | $3.27M | Sell |
26,804
-208
| -0.8% | -$25.4K | 1.06% | 13 |
|
|
2020
Q4 | $3.58M | Buy |
+27,012
| New | +$3.58M | 1.33% | 12 |
|