Financial Advisory Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Sell |
22,619
-400
| -2% | -$82.1K | 1.46% | 22 |
|
|
2025
Q1 | $5.11M | Sell |
23,019
-362
| -2% | -$80.4K | 1.71% | 13 |
|
|
2024
Q4 | $5.86M | Sell |
23,381
-150
| -0.6% | -$37.6K | 1.94% | 8 |
|
|
2024
Q3 | $5.48M | Sell |
23,531
-365
| -2% | -$85K | 1.82% | 10 |
|
|
2024
Q2 | $5.03M | Sell |
23,896
-783
| -3% | -$165K | 1.88% | 10 |
|
|
2024
Q1 | $4.23M | Sell |
24,679
-4,248
| -15% | -$728K | 1.64% | 16 |
|
|
2023
Q4 | $5.57M | Sell |
28,927
-1,148
| -4% | -$221K | 2.02% | 9 |
|
|
2023
Q3 | $5.15M | Sell |
30,075
-440
| -1% | -$75.3K | 2.08% | 6 |
|
|
2023
Q2 | $5.92M | Buy |
30,515
+89
| +0.3% | +$17.3K | 2.28% | 6 |
|
|
2023
Q1 | $5.02M | Sell |
30,426
-351
| -1% | -$57.9K | 1.99% | 9 |
|
|
2022
Q4 | $4M | Sell |
30,777
-767
| -2% | -$99.7K | 1.65% | 17 |
|
|
2022
Q3 | $4.36M | Sell |
31,544
-86
| -0.3% | -$11.9K | 1.9% | 9 |
|
|
2022
Q2 | $4.32M | Buy |
31,630
+535
| +2% | +$73.1K | 1.79% | 13 |
|
|
2022
Q1 | $5.43M | Buy |
31,095
+45
| +0.1% | +$7.86K | 2.01% | 8 |
|
|
2021
Q4 | $5.51M | Buy |
+31,050
| New | +$5.51M | 2.01% | 10 |
|