First National Advisers’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.2M | Sell |
166,834
-307
| -0.2% | -$63K | 5.01% | 4 |
|
|
2025
Q1 | $37.1M | Sell |
167,141
-1,875
| -1% | -$416K | 5.94% | 1 |
|
|
2024
Q4 | $42.3M | Buy |
169,016
+2,993
| +2% | +$750K | 6.84% | 1 |
|
|
2024
Q3 | $38.7M | Buy |
166,023
+13,097
| +9% | +$3.05M | 6.17% | 1 |
|
|
2024
Q2 | $32.2M | Buy |
152,926
+17,022
| +13% | +$3.59M | 5.89% | 2 |
|
|
2024
Q1 | $23.1M | Buy |
135,904
+30,508
| +29% | +$5.18M | 5.17% | 2 |
|
|
2023
Q4 | $20.3M | Buy |
105,396
+32,099
| +44% | +$6.18M | 5.84% | 2 |
|
|
2023
Q3 | $12.5M | Buy |
73,297
+29,577
| +68% | +$5.06M | 5.6% | 1 |
|
|
2023
Q2 | $8.48M | Buy |
43,720
+11,219
| +35% | +$2.18M | 7.81% | 1 |
|
|
2023
Q1 | $5.36M | Buy |
32,501
+1,232
| +4% | +$203K | 6.08% | 1 |
|
|
2022
Q4 | $4.06M | Buy |
31,269
+1,827
| +6% | +$237K | 5.2% | 1 |
|
|
2022
Q3 | $4.07M | Buy |
29,442
+6,913
| +31% | +$955K | 6.03% | 1 |
|
|
2022
Q2 | $3.08M | Buy |
+22,529
| New | +$3.08M | 6.39% | 1 |
|