FPAS
Focus Partners Advisor Solutions’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $87M | Sell |
424,084
-20,692
| -5% | -$4.24M | 1.16% | 18 |
|
2025
Q1 | $98.8M | Buy |
444,776
+71,838
| +19% | +$16M | 1.5% | 17 |
|
2024
Q4 | $93.4M | Buy |
372,938
+6,422
| +2% | +$1.61M | 1.58% | 16 |
|
2024
Q3 | $85.4M | Buy |
366,516
+23,882
| +7% | +$5.56M | 1.8% | 13 |
|
2024
Q2 | $72.2M | Sell |
342,634
-5,200
| -1% | -$1.1M | 1.89% | 13 |
|
2024
Q1 | $59.6M | Buy |
347,834
+146,223
| +73% | +$25.1M | 1.72% | 14 |
|
2023
Q4 | $38.8M | Buy |
201,611
+418
| +0.2% | +$80.5K | 1.86% | 14 |
|
2023
Q3 | $34.4M | Buy |
201,193
+15,876
| +9% | +$2.72M | 1.67% | 14 |
|
2023
Q2 | $35.9M | Sell |
185,317
-69,843
| -27% | -$13.5M | 2% | 14 |
|
2023
Q1 | $42.1M | Buy |
255,160
+63,940
| +33% | +$10.5M | 2.72% | 11 |
|
2022
Q4 | $24.8M | Sell |
191,220
-96,019
| -33% | -$12.5M | 1.92% | 12 |
|
2022
Q3 | $39.7M | Buy |
287,239
+68,275
| +31% | +$9.44M | 2.34% | 10 |
|
2022
Q2 | $29.9M | Buy |
218,964
+92,656
| +73% | +$12.7M | 2.52% | 10 |
|
2022
Q1 | $22.1M | Buy |
+126,308
| New | +$22.1M | 2.2% | 10 |
|