FSA
Financial Security Advisor’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
53,709
+440
| +0.8% | +$90.3K | 2.54% | 9 |
|
|
2025
Q1 | $11.8M | Sell |
53,269
-818
| -2% | -$182K | 3% | 8 |
|
|
2024
Q4 | $13.5M | Sell |
54,087
-1,512
| -3% | -$379K | 3.44% | 7 |
|
|
2024
Q3 | $13M | Buy |
55,599
+810
| +1% | +$189K | 3.23% | 8 |
|
|
2024
Q2 | $11.5M | Buy |
54,789
+150
| +0.3% | +$31.6K | 3.87% | 7 |
|
|
2024
Q1 | $9.37M | Sell |
54,639
-693
| -1% | -$119K | 3.27% | 7 |
|
|
2023
Q4 | $10.7M | Sell |
55,332
-637
| -1% | -$123K | 4.19% | 5 |
|
|
2023
Q3 | $9.58M | Buy |
+55,969
| New | +$9.58M | 4.4% | 5 |
|