FP
Financial Perspectives’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
65,042
+1,335
| +2% | +$274K | 4.03% | 6 |
|
|
2025
Q1 | $14.2M | Sell |
63,707
-936
| -1% | -$208K | 4.85% | 4 |
|
|
2024
Q4 | $16.2M | Buy |
64,643
+536
| +0.8% | +$134K | 5.44% | 4 |
|
|
2024
Q3 | $14.9M | Buy |
64,107
+329
| +0.5% | +$76.7K | 5.18% | 3 |
|
|
2024
Q2 | $13.4M | Sell |
63,778
-445
| -0.7% | -$93.7K | 4.96% | 5 |
|
|
2024
Q1 | $11M | Sell |
64,223
-1,205
| -2% | -$207K | 4.17% | 5 |
|
|
2023
Q4 | $12.6M | Sell |
65,428
-56
| -0.1% | -$10.8K | 5.11% | 3 |
|
|
2023
Q3 | $11.2M | Sell |
65,484
-117
| -0.2% | -$20K | 5.13% | 3 |
|
|
2023
Q2 | $12.7M | Buy |
65,601
+494
| +0.8% | +$95.8K | 5.6% | 3 |
|
|
2023
Q1 | $10.7M | Buy |
65,107
+460
| +0.7% | +$75.9K | 5.13% | 3 |
|
|
2022
Q4 | $8.4M | Sell |
64,647
-97
| -0.1% | -$12.6K | 4.3% | 3 |
|
|
2022
Q3 | $8.95M | Buy |
64,744
+1,281
| +2% | +$177K | 5.02% | 4 |
|
|
2022
Q2 | $8.68M | Buy |
63,463
+13
| +0% | +$1.78K | 4.9% | 4 |
|
|
2022
Q1 | $11.1M | Buy |
63,450
+151
| +0.2% | +$26.4K | 5.17% | 4 |
|
|
2021
Q4 | $11.2M | Buy |
63,299
+13
| +0% | +$2.31K | 5.32% | 4 |
|
|
2021
Q3 | $8.96M | Buy |
63,286
+1,753
| +3% | +$248K | 4.51% | 5 |
|
|
2021
Q2 | $8.43M | Sell |
61,533
-7,447,337
| -99% | -$1.02B | 4.1% | 5 |
|
|
2021
Q1 | $61.5M | Buy |
7,508,870
+7,446,809
| +11,999% | +$61M | 3.06% | 6 |
|
|
2020
Q4 | $8.23M | Buy |
62,061
+1,803
| +3% | +$239K | 4.68% | 3 |
|
|
2020
Q3 | $6.98M | Buy |
60,258
+44,541
| +283% | +$5.16M | 4.59% | 3 |
|
|
2020
Q2 | $5.73M | Sell |
15,717
-1,355
| -8% | -$494K | 4.1% | 6 |
|
|
2020
Q1 | $4.34M | Buy |
17,072
+1,902
| +13% | +$484K | 3.51% | 7 |
|
|
2019
Q4 | $4.45M | Buy |
+15,170
| New | +$4.45M | 3.04% | 6 |
|