FAM
Forte Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
10,778
-47
| -0.4% | -$9.64K | 1.13% | 31 |
|
|
2025
Q1 | $2.4M | Buy |
10,825
+6,094
| +129% | +$1.35M | 1.21% | 28 |
|
|
2024
Q4 | $1.18M | Hold |
4,731
| – | – | 0.63% | 41 |
|
|
2024
Q3 | $1.1M | Sell |
4,731
-830
| -15% | -$193K | 0.59% | 42 |
|
|
2024
Q2 | $1.17M | Sell |
5,561
-830
| -13% | -$175K | 0.69% | 35 |
|
|
2024
Q1 | $1.1M | Sell |
6,391
-600
| -9% | -$103K | 0.66% | 38 |
|
|
2023
Q4 | $1.35M | Hold |
6,991
| – | – | 0.92% | 32 |
|
|
2023
Q3 | $1.2M | Hold |
6,991
| – | – | 0.8% | 32 |
|
|
2023
Q2 | $1.36M | Hold |
6,991
| – | – | 0.88% | 33 |
|
|
2023
Q1 | $1.15M | Buy |
6,991
+1,068
| +18% | +$176K | 0.76% | 34 |
|
|
2022
Q4 | $770K | Buy |
5,923
+600
| +11% | +$78K | 0.5% | 45 |
|
|
2022
Q3 | $736K | Hold |
5,323
| – | – | 0.49% | 45 |
|
|
2022
Q2 | $728K | Buy |
+5,323
| New | +$728K | 0.5% | 44 |
|