FPCG
Forum Private Client Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Sell |
3,349
-13
| -0.4% | -$2.67K | 0.26% | 41 |
|
|
2025
Q1 | $747K | Sell |
3,362
-2
| -0.1% | -$444 | 0.32% | 35 |
|
|
2024
Q4 | $842K | Buy |
3,364
+695
| +26% | +$174K | 0.38% | 32 |
|
|
2024
Q3 | $622K | Sell |
2,669
-16
| -0.6% | -$3.73K | 0.28% | 38 |
|
|
2024
Q2 | $566K | Sell |
2,685
-14
| -0.5% | -$2.95K | 0.27% | 40 |
|
|
2024
Q1 | $463K | Sell |
2,699
-56
| -2% | -$9.6K | 0.22% | 46 |
|
|
2023
Q4 | $530K | Buy |
+2,755
| New | +$530K | 0.28% | 43 |
|
|
2023
Q3 | – | Sell |
-2,460
| Closed | -$477K | – | 4 |
|
|
2023
Q2 | $477K | Buy |
2,460
+45
| +2% | +$8.73K | 0.27% | 46 |
|
|
2023
Q1 | $398K | Sell |
2,415
-272
| -10% | -$44.9K | 0.25% | 48 |
|
|
2022
Q4 | $349K | Buy |
2,687
+3
| +0.1% | +$390 | 0.24% | 51 |
|
|
2022
Q3 | $371K | Buy |
2,684
+108
| +4% | +$14.9K | 0.28% | 47 |
|
|
2022
Q2 | $352K | Buy |
2,576
+549
| +27% | +$75K | 0.26% | 49 |
|
|
2022
Q1 | $354K | Buy |
+2,027
| New | +$354K | 0.27% | 49 |
|