Financial Symmetry’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
12,109
+303
| +3% | +$62.2K | 1.28% | 16 |
|
|
2025
Q1 | $2.62M | Buy |
11,806
+415
| +4% | +$92.2K | 1.61% | 12 |
|
|
2024
Q4 | $2.85M | Sell |
11,391
-244
| -2% | -$61.1K | 1.93% | 11 |
|
|
2024
Q3 | $2.71M | Sell |
11,635
-161
| -1% | -$37.5K | 1.89% | 10 |
|
|
2024
Q2 | $2.48M | Buy |
11,796
+62
| +0.5% | +$13.1K | 1.93% | 10 |
|
|
2024
Q1 | $2.01M | Buy |
11,734
+288
| +3% | +$49.4K | 1.76% | 12 |
|
|
2023
Q4 | $2.2M | Buy |
+11,446
| New | +$2.2M | 2.17% | 10 |
|