Financial Life Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Sell |
1,895
-97
| -5% | -$19.9K | 0.13% | 38 |
|
|
2025
Q1 | $442K | Buy |
1,992
+587
| +42% | +$130K | 0.16% | 38 |
|
|
2024
Q4 | $352K | Buy |
1,405
+143
| +11% | +$35.8K | 0.13% | 35 |
|
|
2024
Q3 | $294K | Sell |
1,262
-5
| -0.4% | -$1.17K | 0.11% | 40 |
|
|
2024
Q2 | $267K | Hold |
1,267
| – | – | 0.11% | 49 |
|
|
2024
Q1 | $217K | Buy |
1,267
+164
| +15% | +$28.1K | 0.09% | 58 |
|
|
2023
Q4 | $212K | Buy |
+1,103
| New | +$212K | 0.09% | 58 |
|
|
2023
Q3 | – | Sell |
-1,108
| Closed | -$215K | – | 56 |
|
|
2023
Q2 | $215K | Buy |
+1,108
| New | +$215K | 0.09% | 59 |
|
|
2022
Q4 | – | Sell |
-1,554
| Closed | -$215K | – | 71 |
|
|
2022
Q3 | $215K | Sell |
1,554
-81
| -5% | -$11.2K | 0.11% | 65 |
|
|
2022
Q2 | $224K | Hold |
1,635
| – | – | 0.1% | 47 |
|
|
2022
Q1 | $285K | Buy |
1,635
+115
| +8% | +$20K | 0.12% | 46 |
|
|
2021
Q4 | $270K | Hold |
1,520
| – | – | 0.11% | 50 |
|
|
2021
Q3 | $215K | Sell |
1,520
-523
| -26% | -$74K | 0.09% | 51 |
|
|
2021
Q2 | $280K | Buy |
+2,043
| New | +$280K | 0.12% | 46 |
|