FFM
Forum Financial Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64M | Sell |
312,054
-4,360
| -1% | -$895K | 0.97% | 14 |
|
|
2025
Q1 | $70.3M | Buy |
+316,414
| New | +$70.3M | 1.16% | 13 |
|
|
2024
Q4 | – | Sell |
-304,477
| Closed | -$70.9M | – | 892 |
|
|
2024
Q3 | $70.9M | Sell |
304,477
-3,248
| -1% | -$757K | 1.18% | 13 |
|
|
2024
Q2 | $64.8M | Sell |
307,725
-2,998
| -1% | -$631K | 1.17% | 13 |
|
|
2024
Q1 | $53.3M | Sell |
310,723
-4,760
| -2% | -$816K | 0.91% | 14 |
|
|
2023
Q4 | $60.7M | Buy |
315,483
+20,662
| +7% | +$3.98M | 1.14% | 12 |
|
|
2023
Q3 | $50.5M | Sell |
294,821
-6,571
| -2% | -$1.13M | 1.12% | 12 |
|
|
2023
Q2 | $58.5M | Sell |
301,392
-19,798
| -6% | -$3.84M | 1.31% | 12 |
|
|
2023
Q1 | $53M | Buy |
321,190
+15,960
| +5% | +$2.63M | 1.53% | 12 |
|
|
2022
Q4 | $39.7M | Buy |
305,230
+1,721
| +0.6% | +$224K | 1.31% | 15 |
|
|
2022
Q3 | $41.9M | Sell |
303,509
-2,756
| -0.9% | -$381K | 2.02% | 7 |
|
|
2022
Q2 | $41.9M | Sell |
306,265
-5,181
| -2% | -$708K | 2.11% | 8 |
|
|
2022
Q1 | $54.4M | Buy |
311,446
+7,237
| +2% | +$1.26M | 2.62% | 6 |
|
|
2021
Q4 | $54M | Buy |
+304,209
| New | +$54M | 2.78% | 6 |
|