Forza Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
12,606
-279
| -2% | -$57.2K | 1.06% | 28 |
|
|
2025
Q1 | $2.86M | Sell |
12,885
-380
| -3% | -$84.4K | 1.29% | 24 |
|
|
2024
Q4 | $3.32M | Sell |
13,265
-293
| -2% | -$73.4K | 1.51% | 17 |
|
|
2024
Q3 | $3.16M | Buy |
13,558
+298
| +2% | +$69.4K | 1.45% | 16 |
|
|
2024
Q2 | $2.79M | Sell |
13,260
-393
| -3% | -$82.8K | 1.44% | 18 |
|
|
2024
Q1 | $2.34M | Sell |
13,653
-400
| -3% | -$68.6K | 1.22% | 21 |
|
|
2023
Q4 | $2.71M | Sell |
14,053
-1,107
| -7% | -$213K | 1.49% | 18 |
|
|
2023
Q3 | $2.6M | Sell |
15,160
-625
| -4% | -$107K | 1.34% | 20 |
|
|
2023
Q2 | $3.06M | Sell |
15,785
-251
| -2% | -$48.7K | 1.54% | 13 |
|
|
2023
Q1 | $2.64M | Buy |
16,036
+10
| +0.1% | +$1.65K | 1.36% | 18 |
|
|
2022
Q4 | $2.08M | Buy |
+16,026
| New | +$2.08M | 1.38% | 20 |
|