FIS
Fischer Investment Strategies’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $748K | Sell |
3,644
-29
| -0.8% | -$5.95K | 0.5% | 29 |
|
2025
Q1 | $816K | Buy |
3,673
+2
| +0.1% | +$444 | 0.6% | 28 |
|
2024
Q4 | $919K | Buy |
3,671
+3
| +0.1% | +$751 | 0.73% | 22 |
|
2024
Q3 | $855K | Sell |
3,668
-41
| -1% | -$9.55K | 0.74% | 22 |
|
2024
Q2 | $781K | Buy |
3,709
+403
| +12% | +$84.9K | 0.76% | 17 |
|
2024
Q1 | $567K | Sell |
3,306
-143
| -4% | -$24.5K | 0.5% | 19 |
|
2023
Q4 | $664K | Sell |
3,449
-111
| -3% | -$21.4K | 0.5% | 16 |
|
2023
Q3 | $610K | Sell |
3,560
-82
| -2% | -$14K | 0.62% | 21 |
|
2023
Q2 | $706K | Buy |
+3,642
| New | +$706K | 0.65% | 22 |
|