FA
Fortis Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
7,096
-61
| -0.9% | -$12.5K | 0.93% | 24 |
|
|
2025
Q1 | $1.59M | Buy |
7,157
+134
| +2% | +$29.8K | 1.04% | 24 |
|
|
2024
Q4 | $1.76M | Buy |
7,023
+18
| +0.3% | +$4.51K | 1.15% | 25 |
|
|
2024
Q3 | $1.63M | Buy |
7,005
+4
| +0.1% | +$932 | 1.06% | 24 |
|
|
2024
Q2 | $1.47M | Sell |
7,001
-19
| -0.3% | -$4K | 1.04% | 25 |
|
|
2024
Q1 | $1.2M | Sell |
7,020
-27
| -0.4% | -$4.63K | 0.81% | 29 |
|
|
2023
Q4 | $1.36M | Hold |
7,047
| – | – | 0.97% | 26 |
|
|
2023
Q3 | $1.21M | Hold |
7,047
| – | – | 0.91% | 26 |
|
|
2023
Q2 | $1.37M | Sell |
7,047
-1,127
| -14% | -$219K | 0.98% | 21 |
|
|
2023
Q1 | $1.35M | Sell |
8,174
-750
| -8% | -$124K | 0.88% | 22 |
|
|
2022
Q4 | $1.16M | Buy |
8,924
+1
| +0% | +$130 | 0.88% | 22 |
|
|
2022
Q3 | $1.23M | Sell |
8,923
-200
| -2% | -$27.6K | 0.88% | 23 |
|
|
2022
Q2 | $1.25M | Sell |
9,123
-127
| -1% | -$17.4K | 0.83% | 24 |
|
|
2022
Q1 | $1.62M | Hold |
9,250
| – | – | 0.89% | 25 |
|
|
2021
Q4 | $1.64M | Sell |
9,250
-260
| -3% | -$46.2K | 0.95% | 23 |
|
|
2021
Q3 | $1.35M | Sell |
9,510
-4,083
| -30% | -$578K | 0.82% | 27 |
|
|
2021
Q2 | $1.86M | Buy |
13,593
+3,600
| +36% | +$493K | 1.08% | 26 |
|
|
2021
Q1 | $1.22M | Sell |
9,993
-668
| -6% | -$81.6K | 0.87% | 27 |
|
|
2020
Q4 | $1.42M | Sell |
10,661
-1,399
| -12% | -$186K | 1.25% | 21 |
|
|
2020
Q3 | $1.4M | Buy |
12,060
+8,545
| +243% | +$990K | 1.3% | 21 |
|
|
2020
Q2 | $1.28M | Sell |
3,515
-544
| -13% | -$198K | 1.27% | 19 |
|
|
2020
Q1 | $1.03M | Sell |
4,059
-777
| -16% | -$198K | 0.69% | 25 |
|
|
2019
Q4 | $1.42M | Sell |
4,836
-4
| -0.1% | -$1.18K | 0.86% | 23 |
|
|
2019
Q3 | $1.1M | Sell |
4,840
-610
| -11% | -$138K | 0.51% | 25 |
|
|
2019
Q2 | $1.08M | Buy |
5,450
+55
| +1% | +$10.9K | 0.52% | 24 |
|
|
2019
Q1 | $1.03M | Buy |
5,395
+22
| +0.4% | +$4.18K | 0.54% | 25 |
|
|
2018
Q4 | $848K | Buy |
5,373
+1
| +0% | +$158 | 0.51% | 26 |
|
|
2018
Q3 | $1.21M | Buy |
5,372
+1
| +0% | +$226 | 0.68% | 26 |
|
|
2018
Q2 | $995K | Buy |
5,371
+748
| +16% | +$139K | 0.57% | 26 |
|
|
2018
Q1 | $777K | Sell |
4,623
-2,801
| -38% | -$471K | 0.43% | 29 |
|
|
2017
Q4 | $1.26M | Buy |
7,424
+978
| +15% | +$165K | 0.77% | 17 |
|
|
2017
Q3 | $994K | Sell |
6,446
-379
| -6% | -$58.4K | 0.69% | 18 |
|
|
2017
Q2 | $982K | Buy |
6,825
+26
| +0.4% | +$3.74K | 0.76% | 17 |
|
|
2017
Q1 | $976K | Buy |
6,799
+279
| +4% | +$40.1K | 0.89% | 17 |
|
|
2016
Q4 | $755K | Buy |
+6,520
| New | +$755K | 0.81% | 13 |
|