FAN
Financial Advisors Network’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
65,817
+3,676
| +6% | +$754K | 2.04% | 12 |
|
|
2025
Q1 | $13.8M | Buy |
62,141
+6,857
| +12% | +$1.52M | 2.29% | 11 |
|
|
2024
Q4 | $13.8M | Buy |
+55,284
| New | +$13.8M | 2.3% | 10 |
|
|
2023
Q4 | $10.6M | Sell |
55,190
-941
| -2% | -$181K | 2.14% | 12 |
|
|
2023
Q3 | $9.61M | Buy |
+56,131
| New | +$9.61M | 2.16% | 11 |
|
|
2022
Q4 | $5.98M | Buy |
46,057
+776
| +2% | +$101K | 1.58% | 18 |
|
|
2022
Q3 | $6.26M | Sell |
45,281
-918
| -2% | -$127K | 1.85% | 16 |
|
|
2022
Q2 | $6.32M | Buy |
46,199
+1,350
| +3% | +$185K | 1.77% | 16 |
|
|
2022
Q1 | $7.83M | Buy |
44,849
+15,424
| +52% | +$2.69M | 1.93% | 14 |
|
|
2021
Q4 | $5.23M | Sell |
29,425
-98
| -0.3% | -$17.4K | 1.18% | 19 |
|
|
2021
Q3 | $4.43M | Buy |
29,523
+2,266
| +8% | +$340K | 1.02% | 19 |
|
|
2021
Q2 | $3.73M | Buy |
27,257
+1,768
| +7% | +$242K | 1.1% | 19 |
|
|
2021
Q1 | $3.11M | Buy |
25,489
+194
| +0.8% | +$23.7K | 1.01% | 20 |
|
|
2020
Q4 | $3.36M | Buy |
25,295
+1,166
| +5% | +$155K | 1.15% | 19 |
|
|
2020
Q3 | $2.79M | Buy |
24,129
+17,709
| +276% | +$2.05M | 1.09% | 20 |
|
|
2020
Q2 | $2.34M | Sell |
6,420
-242
| -4% | -$88.3K | 0.95% | 21 |
|
|
2020
Q1 | $1.69M | Sell |
6,662
-1,517
| -19% | -$386K | 0.81% | 23 |
|
|
2019
Q4 | $2.4M | Sell |
8,179
-252
| -3% | -$74K | 1.1% | 16 |
|
|
2019
Q3 | $1.89M | Sell |
8,431
-232
| -3% | -$52K | 0.97% | 18 |
|
|
2019
Q2 | $1.72M | Buy |
8,663
+78
| +0.9% | +$15.5K | 0.93% | 19 |
|
|
2019
Q1 | $1.5M | Sell |
8,585
-1,016
| -11% | -$178K | 0.87% | 19 |
|
|
2018
Q4 | $1.51M | Buy |
+9,601
| New | +$1.51M | 0.94% | 16 |
|
|
2018
Q2 | $1.47M | Buy |
+7,945
| New | +$1.47M | 0.89% | 16 |
|
|
2017
Q4 | $1.26M | Sell |
7,459
-231
| -3% | -$39.1K | 0.85% | 22 |
|
|
2017
Q3 | $1.19M | Sell |
7,690
-297
| -4% | -$45.8K | 0.94% | 24 |
|
|
2017
Q2 | $1.15M | Buy |
7,987
+974
| +14% | +$140K | 0.95% | 23 |
|
|
2017
Q1 | $1.09M | Sell |
7,013
-319
| -4% | -$49.7K | 0.95% | 22 |
|
|
2016
Q4 | $893K | Buy |
+7,332
| New | +$893K | 0.76% | 24 |
|