FPW
Flagship Private Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
4,950
-443
| -8% | -$90.9K | 0.43% | 41 |
|
|
2025
Q1 | $1.2M | Buy |
5,393
+24
| +0.4% | +$5.33K | 0.57% | 35 |
|
|
2024
Q4 | $1.34M | Buy |
5,369
+2
| +0% | +$501 | 0.65% | 29 |
|
|
2024
Q3 | $1.25M | Sell |
5,367
-212
| -4% | -$49.4K | 0.64% | 31 |
|
|
2024
Q2 | $1.18M | Sell |
5,579
-37
| -0.7% | -$7.79K | 0.7% | 27 |
|
|
2024
Q1 | $963K | Buy |
5,616
+3
| +0.1% | +$514 | 0.62% | 34 |
|
|
2023
Q4 | $1.08M | Buy |
5,613
+3
| +0.1% | +$578 | 0.83% | 27 |
|
|
2023
Q3 | $961K | Buy |
5,610
+2
| +0% | +$342 | 0.85% | 26 |
|
|
2023
Q2 | $1.09M | Buy |
5,608
+2
| +0% | +$388 | 0.9% | 26 |
|
|
2023
Q1 | $924K | Buy |
5,606
+2
| +0% | +$330 | 0.83% | 29 |
|
|
2022
Q4 | $728K | Buy |
5,604
+838
| +18% | +$109K | 0.68% | 31 |
|
|
2022
Q3 | $659K | Sell |
4,766
-82
| -2% | -$11.3K | 0.68% | 32 |
|
|
2022
Q2 | $663K | Buy |
4,848
+72
| +2% | +$9.85K | 0.64% | 33 |
|
|
2022
Q1 | $834K | Sell |
4,776
-71
| -1% | -$12.4K | 0.68% | 30 |
|
|
2021
Q4 | $861K | Sell |
4,847
-34
| -0.7% | -$6.04K | 0.63% | 33 |
|
|
2021
Q3 | $691K | Buy |
4,881
+2
| +0% | +$283 | 0.55% | 38 |
|
|
2021
Q2 | $705K | Buy |
4,879
+66
| +1% | +$9.54K | 0.54% | 35 |
|
|
2021
Q1 | $606K | Sell |
4,813
-112
| -2% | -$14.1K | 0.51% | 37 |
|
|
2020
Q4 | $700K | Buy |
+4,925
| New | +$700K | 0.65% | 27 |
|