FEG
Financial Enhancement Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
53,685
+957
| +2% | +$202K | 1.62% | 22 |
|
|
2025
Q1 | $10.5M | Buy |
52,728
+2,454
| +5% | +$490K | 1.64% | 24 |
|
|
2024
Q4 | $11.8M | Sell |
50,274
-423
| -0.8% | -$99.2K | 1.8% | 20 |
|
|
2024
Q3 | $8.72M | Buy |
50,697
+5,014
| +11% | +$863K | 1.7% | 16 |
|
|
2024
Q2 | $9.98M | Sell |
45,683
-1,462
| -3% | -$319K | 1.61% | 21 |
|
|
2024
Q1 | $8.32M | Sell |
47,145
-1,035
| -2% | -$183K | 1.37% | 26 |
|
|
2023
Q4 | $8.8M | Buy |
48,180
+2,804
| +6% | +$512K | 1.55% | 23 |
|
|
2023
Q3 | $8.11M | Sell |
45,376
-490
| -1% | -$87.6K | 1.56% | 20 |
|
|
2023
Q2 | $8.83M | Sell |
45,866
-4,831
| -10% | -$930K | 1.63% | 19 |
|
|
2023
Q1 | $8.72M | Sell |
50,697
-7,018
| -12% | -$1.21M | 1.7% | 16 |
|
|
2022
Q4 | $8.77M | Sell |
57,715
-12,086
| -17% | -$1.84M | 1.68% | 16 |
|
|
2022
Q3 | $9.65M | Sell |
69,801
-4,393
| -6% | -$607K | 2.23% | 12 |
|
|
2022
Q2 | $10.1M | Sell |
74,194
-13,222
| -15% | -$1.81M | 2.19% | 12 |
|
|
2022
Q1 | $15.3M | Sell |
87,416
-26,832
| -23% | -$4.69M | 2.83% | 9 |
|
|
2021
Q4 | $20.3M | Sell |
114,248
-31
| -0% | -$5.51K | 3.56% | 7 |
|
|
2021
Q3 | $16.2M | Buy |
114,279
+21,641
| +23% | +$3.06M | 3.06% | 9 |
|
|
2021
Q2 | $12.7M | Sell |
92,638
-3,659
| -4% | -$501K | 2.6% | 11 |
|
|
2021
Q1 | $11.8M | Sell |
96,297
-4,252
| -4% | -$519K | 2.4% | 11 |
|
|
2020
Q4 | $13.3M | Sell |
100,549
-6,411
| -6% | -$851K | 2.84% | 10 |
|
|
2020
Q3 | $12.4M | Buy |
106,960
+70,480
| +193% | +$8.16M | 2.87% | 9 |
|
|
2020
Q2 | $13.3M | Sell |
36,480
-1,669
| -4% | -$609K | 3.35% | 10 |
|
|
2020
Q1 | $9.7M | Sell |
38,149
-18,907
| -33% | -$4.81M | 2.88% | 10 |
|
|
2019
Q4 | $16.8M | Sell |
57,056
-4,438
| -7% | -$1.3M | 4.22% | 7 |
|
|
2019
Q3 | $13.8M | Sell |
61,494
-742
| -1% | -$166K | 3.72% | 7 |
|
|
2019
Q2 | $12.3M | Sell |
62,236
-374
| -0.6% | -$74K | 3.6% | 9 |
|
|
2019
Q1 | $11.9M | Buy |
62,610
+484
| +0.8% | +$91.9K | 3.62% | 8 |
|
|
2018
Q4 | $14M | Buy |
62,126
+64
| +0.1% | +$14.4K | 4.41% | 5 |
|
|
2018
Q3 | $14M | Sell |
62,062
-4,498
| -7% | -$1.02M | 4.41% | 5 |
|
|
2018
Q2 | $12.3M | Buy |
66,560
+2,009
| +3% | +$372K | 4.24% | 6 |
|
|
2018
Q1 | $10.8M | Sell |
64,551
-1,612
| -2% | -$270K | 3.82% | 5 |
|
|
2017
Q4 | $11.2M | Buy |
66,163
+1,514
| +2% | +$256K | 4.16% | 8 |
|
|
2017
Q3 | $9.96M | Sell |
64,649
-1,153
| -2% | -$178K | 4% | 9 |
|
|
2017
Q2 | $9.48M | Sell |
65,802
-2,907
| -4% | -$419K | 4.01% | 6 |
|
|
2017
Q1 | $9.87M | Sell |
68,709
-1,543
| -2% | -$222K | 4.51% | 5 |
|
|
2016
Q4 | $8.14M | Buy |
70,252
+2,615
| +4% | +$303K | 4.21% | 6 |
|
|
2016
Q3 | $7.65M | Buy |
67,637
+2,567
| +4% | +$290K | 4.16% | 7 |
|
|
2016
Q2 | $6.22M | Buy |
65,070
+2,179
| +3% | +$208K | 3.81% | 8 |
|
|
2016
Q1 | $6.85M | Buy |
62,891
+3,806
| +6% | +$415K | 4.47% | 7 |
|
|
2015
Q4 | $6.22M | Buy |
59,085
+887
| +2% | +$93.4K | 3.81% | 10 |
|
|
2015
Q3 | $6.42M | Buy |
58,198
+1,154
| +2% | +$127K | 4.23% | 7 |
|
|
2015
Q2 | $7.16M | Buy |
+57,044
| New | +$7.16M | 4.5% | 6 |
|