Financial Alternatives’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Hold |
13,145
| – | – | 1.76% | 15 |
|
|
2025
Q1 | $2.92M | Sell |
13,145
-12
| -0.1% | -$2.67K | 2.08% | 13 |
|
|
2024
Q4 | $3.29M | Sell |
13,157
-206
| -2% | -$51.6K | 2.32% | 12 |
|
|
2024
Q3 | $3.11M | Hold |
13,363
| – | – | 2.19% | 13 |
|
|
2024
Q2 | $2.81M | Buy |
13,363
+6,791
| +103% | +$1.43M | 2.12% | 13 |
|
|
2024
Q1 | $1.13M | Buy |
6,572
+1
| +0% | +$171 | 0.87% | 23 |
|
|
2023
Q4 | $1.27M | Hold |
6,571
| – | – | 1.07% | 21 |
|
|
2023
Q3 | $1.13M | Hold |
6,571
| – | – | 1.04% | 24 |
|
|
2023
Q2 | $1.27M | Sell |
6,571
-73
| -1% | -$14.2K | 1.15% | 21 |
|
|
2023
Q1 | $1.1M | Sell |
6,644
-605
| -8% | -$99.8K | 1.05% | 24 |
|
|
2022
Q4 | $942K | Buy |
+7,249
| New | +$942K | 0.94% | 25 |
|