Foundation Wealth Management (Missouri)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Sell |
15,069
-19
| -0.1% | -$3.9K | 2.15% | 9 |
|
|
2025
Q1 | $3.35M | Buy |
15,088
+3
| +0% | +$666 | 2.63% | 9 |
|
|
2024
Q4 | $3.78M | Sell |
15,085
-1,293
| -8% | -$324K | 2.93% | 5 |
|
|
2024
Q3 | $3.82M | Sell |
16,378
-1,431
| -8% | -$333K | 2.9% | 5 |
|
|
2024
Q2 | $3.75M | Sell |
17,809
-946
| -5% | -$199K | 2.94% | 5 |
|
|
2024
Q1 | $3.22M | Sell |
18,755
-176
| -0.9% | -$30.2K | 2.62% | 8 |
|
|
2023
Q4 | $3.64M | Buy |
18,931
+40
| +0.2% | +$7.7K | 3.26% | 5 |
|
|
2023
Q3 | $3.23M | Sell |
18,891
-230
| -1% | -$39.4K | 3.23% | 7 |
|
|
2023
Q2 | $3.71M | Sell |
19,121
-722
| -4% | -$140K | 3.62% | 5 |
|
|
2023
Q1 | $3.27M | Sell |
19,843
-4,675
| -19% | -$771K | 3.37% | 8 |
|
|
2022
Q4 | $3.19M | Buy |
+24,518
| New | +$3.19M | 3.23% | 9 |
|