Fortune Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Sell |
14,586
-648
| -4% | -$133K | 2.41% | 11 |
|
|
2025
Q1 | $3.38M | Buy |
15,234
+1,112
| +8% | +$247K | 2.92% | 6 |
|
|
2024
Q4 | $3.54M | Sell |
14,122
-179
| -1% | -$44.8K | 3.21% | 5 |
|
|
2024
Q3 | $3.33M | Sell |
14,301
-9,720
| -40% | -$2.26M | 3.02% | 4 |
|
|
2024
Q2 | $5.06M | Buy |
24,021
+80
| +0.3% | +$16.9K | 3.1% | 4 |
|
|
2024
Q1 | $4.11M | Sell |
23,941
-752
| -3% | -$129K | 2.6% | 4 |
|
|
2023
Q4 | $4.75M | Sell |
24,693
-327
| -1% | -$63K | 3.32% | 4 |
|
|
2023
Q3 | $4.28M | Sell |
25,020
-282
| -1% | -$48.3K | 3.28% | 4 |
|
|
2023
Q2 | $4.91M | Buy |
+25,302
| New | +$4.91M | 3.68% | 4 |
|