FSG
Financial Strategies Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.31M | Buy |
39,375
+3,912
| +11% | +$826K | 1.73% | 17 |
|
|
2025
Q1 | $7.17M | Buy |
35,463
+2,252
| +7% | +$455K | 1.7% | 17 |
|
|
2024
Q4 | $7.87M | Buy |
33,211
+895
| +3% | +$212K | 1.88% | 15 |
|
|
2024
Q3 | $7.47M | Sell |
32,316
-11,152
| -26% | -$2.58M | 1.75% | 17 |
|
|
2024
Q2 | $9.94M | Buy |
43,468
+2,150
| +5% | +$492K | 2.5% | 11 |
|
|
2024
Q1 | $7.01M | Buy |
41,318
+10,269
| +33% | +$1.74M | 1.88% | 13 |
|
|
2023
Q4 | $6.04M | Buy |
31,049
+3,132
| +11% | +$609K | 1.73% | 13 |
|
|
2023
Q3 | $4.95M | Buy |
27,917
+4,152
| +17% | +$736K | 1.56% | 14 |
|
|
2023
Q2 | $4.61M | Buy |
23,765
+5,835
| +33% | +$1.13M | 1.47% | 15 |
|
|
2023
Q1 | $2.96M | Buy |
17,930
+2,059
| +13% | +$340K | 1.14% | 17 |
|
|
2022
Q4 | $2.06M | Buy |
15,871
+1,461
| +10% | +$190K | 0.86% | 19 |
|
|
2022
Q3 | $1.99M | Buy |
14,410
+2,045
| +17% | +$283K | 0.9% | 19 |
|
|
2022
Q2 | $1.69M | Buy |
12,365
+3,130
| +34% | +$428K | 0.71% | 20 |
|
|
2022
Q1 | $1.61M | Buy |
9,235
+595
| +7% | +$104K | 0.64% | 22 |
|
|
2021
Q4 | $1.53M | Sell |
8,640
-346
| -4% | -$61.4K | 0.63% | 21 |
|
|
2021
Q3 | $1.27M | Buy |
8,986
+203
| +2% | +$28.7K | 0.57% | 23 |
|
|
2021
Q2 | $1.2M | Buy |
8,783
+2,012
| +30% | +$276K | 0.56% | 23 |
|
|
2021
Q1 | $827K | Sell |
6,771
-8,264
| -55% | -$1.01M | 0.43% | 24 |
|
|
2020
Q4 | $2M | Buy |
15,035
+1,328
| +10% | +$176K | 1.11% | 18 |
|
|
2020
Q3 | $1.59M | Buy |
13,707
+10,337
| +307% | +$1.2M | 1.07% | 18 |
|
|
2020
Q2 | $1.23M | Buy |
3,370
+69
| +2% | +$25.2K | 0.92% | 17 |
|
|
2020
Q1 | $839K | Buy |
3,301
+162
| +5% | +$41.2K | 0.76% | 16 |
|
|
2019
Q4 | $922K | Buy |
+3,139
| New | +$922K | 0.74% | 17 |
|