First Personal Financial Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.21M | Sell |
35,226
-727
| -2% | -$169K | 1.74% | 24 |
|
|
2024
Q2 | $7.57M | Sell |
35,953
-396
| -1% | -$83.4K | 1.71% | 23 |
|
|
2024
Q1 | $6.23M | Sell |
36,349
-100
| -0.3% | -$17.1K | 1.45% | 29 |
|
|
2023
Q4 | $7.02M | Sell |
36,449
-975
| -3% | -$188K | 1.71% | 24 |
|
|
2023
Q3 | $6.41M | Buy |
37,424
+2,439
| +7% | +$418K | 1.67% | 25 |
|
|
2023
Q2 | $6.79M | Sell |
34,985
-102
| -0.3% | -$19.8K | 1.69% | 25 |
|
|
2023
Q1 | $5.79M | Buy |
35,087
+45
| +0.1% | +$7.42K | 1.5% | 28 |
|
|
2022
Q4 | $4.55M | Sell |
35,042
-813
| -2% | -$106K | 1.23% | 33 |
|
|
2022
Q3 | $4.96M | Sell |
35,855
-690
| -2% | -$95.4K | 1.44% | 30 |
|
|
2022
Q2 | $5M | Sell |
36,545
-194
| -0.5% | -$26.5K | 1.4% | 31 |
|
|
2022
Q1 | $6.42M | Buy |
36,739
+597
| +2% | +$104K | 1.5% | 29 |
|
|
2021
Q4 | $6.42M | Buy |
36,142
+2,817
| +8% | +$500K | 1.44% | 28 |
|
|
2021
Q3 | $4.72M | Sell |
33,325
-300
| -0.9% | -$42.4K | 1.17% | 40 |
|
|
2021
Q2 | $4.61M | Buy |
33,625
+436
| +1% | +$59.7K | 1.18% | 38 |
|
|
2021
Q1 | $4.05M | Sell |
33,189
-1,397
| -4% | -$171K | 1.11% | 41 |
|
|
2020
Q4 | $4.59M | Buy |
34,586
+253
| +0.7% | +$33.6K | 1.31% | 35 |
|
|
2020
Q3 | $3.98M | Buy |
34,333
+13
| +0% | +$1.51K | 1.26% | 36 |
|
|
2020
Q2 | $3.13M | Buy |
34,320
+140
| +0.4% | +$12.8K | 1.07% | 42 |
|
|
2020
Q1 | $2.17M | Sell |
34,180
-2,128
| -6% | -$135K | 0.84% | 45 |
|
|
2019
Q4 | $2.67M | Sell |
36,308
-5,416
| -13% | -$398K | 0.86% | 47 |
|
|
2019
Q3 | $2.34M | Sell |
41,724
-21,148
| -34% | -$1.18M | 0.73% | 47 |
|
|
2019
Q2 | $3.11M | Buy |
62,872
+460
| +0.7% | +$22.8K | 0.89% | 43 |
|
|
2019
Q1 | $2.96M | Sell |
62,412
-876
| -1% | -$41.6K | 0.9% | 43 |
|
|
2018
Q4 | $2.5M | Buy |
63,288
+1,784
| +3% | +$70.4K | 0.86% | 43 |
|
|
2018
Q3 | $3.47M | Buy |
61,504
+656
| +1% | +$37K | 1.1% | 35 |
|
|
2018
Q2 | $2.82M | Sell |
60,848
-13,456
| -18% | -$623K | 0.94% | 40 |
|
|
2018
Q1 | $3.12M | Sell |
74,304
-49,212
| -40% | -$2.06M | 0.68% | 50 |
|
|
2017
Q4 | $5.23M | Buy |
123,516
+1,356
| +1% | +$57.4K | 1.02% | 31 |
|
|
2017
Q3 | $4.71M | Sell |
122,160
-16,012
| -12% | -$617K | 0.99% | 33 |
|
|
2017
Q2 | $4.98M | Buy |
138,172
+23,712
| +21% | +$854K | 1.09% | 29 |
|
|
2017
Q1 | $4.11M | Buy |
114,460
+6,844
| +6% | +$246K | 0.99% | 33 |
|
|
2016
Q4 | $3.12M | Buy |
107,616
+28,004
| +35% | +$811K | 0.82% | 42 |
|
|
2016
Q3 | $2.25M | Buy |
79,612
+50,680
| +175% | +$1.43M | 0.66% | 57 |
|
|
2016
Q2 | $691K | Buy |
28,932
+9,908
| +52% | +$237K | 0.24% | 91 |
|
|
2016
Q1 | $518K | Sell |
19,024
-2,128
| -10% | -$57.9K | 0.26% | 85 |
|
|
2015
Q4 | $557K | Buy |
21,152
+288
| +1% | +$7.58K | 0.31% | 81 |
|
|
2015
Q3 | $576K | Buy |
20,864
+3,940
| +23% | +$109K | 0.35% | 76 |
|
|
2015
Q2 | $531K | Buy |
16,924
+3,960
| +31% | +$124K | 0.32% | 81 |
|
|
2015
Q1 | $404K | Buy |
12,964
+100
| +0.8% | +$3.12K | 0.24% | 93 |
|
|
2014
Q4 | $354K | Buy |
+12,864
| New | +$354K | 0.21% | 98 |
|