FIA
Foundations Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.6M | Buy |
392,876
+21,717
| +6% | +$4.46M | 1.27% | 15 |
|
|
2025
Q1 | $82.4M | Buy |
371,159
+8,035
| +2% | +$1.78M | 1.52% | 10 |
|
|
2024
Q4 | $90.9M | Buy |
363,124
+21,507
| +6% | +$5.39M | 1.75% | 10 |
|
|
2024
Q3 | $79.6M | Buy |
341,617
+49,749
| +17% | +$11.6M | 1.67% | 14 |
|
|
2024
Q2 | $61.5M | Sell |
291,868
-2,957
| -1% | -$623K | 1.49% | 15 |
|
|
2024
Q1 | $50.6M | Sell |
294,825
-10,078
| -3% | -$1.73M | 1.32% | 15 |
|
|
2023
Q4 | $57M | Buy |
304,903
+50,545
| +20% | +$9.44M | 1.53% | 16 |
|
|
2023
Q3 | $43.5M | Buy |
254,358
+24,597
| +11% | +$4.21M | 1.34% | 15 |
|
|
2023
Q2 | $44.6M | Buy |
229,761
+36,182
| +19% | +$7.02M | 1.48% | 14 |
|
|
2023
Q1 | $31.9M | Buy |
193,579
+6,358
| +3% | +$1.05M | 1.14% | 17 |
|
|
2022
Q4 | $24.3M | Buy |
187,221
+64,618
| +53% | +$8.4M | 0.97% | 17 |
|
|
2022
Q3 | $16.9M | Buy |
122,603
+10,201
| +9% | +$1.41M | 0.74% | 22 |
|
|
2022
Q2 | $16.1M | Buy |
112,402
+46,554
| +71% | +$6.65M | 0.67% | 22 |
|
|
2022
Q1 | $10.9M | Buy |
65,848
+10,802
| +20% | +$1.79M | 0.42% | 25 |
|
|
2021
Q4 | $9.66M | Sell |
55,046
-20,364
| -27% | -$3.57M | 0.36% | 24 |
|
|
2021
Q3 | $10.6M | Buy |
75,410
+19,274
| +34% | +$2.72M | 0.46% | 21 |
|
|
2021
Q2 | $8.15M | Buy |
56,136
+10,126
| +22% | +$1.47M | 0.39% | 30 |
|
|
2021
Q1 | $5.89M | Buy |
46,010
+5,245
| +13% | +$671K | 0.34% | 32 |
|
|
2020
Q4 | $5.38M | Buy |
40,765
+4,508
| +12% | +$595K | 0.35% | 23 |
|
|
2020
Q3 | $4.1M | Buy |
36,257
+27,269
| +303% | +$3.08M | 0.9% | 17 |
|
|
2020
Q2 | $3.27M | Buy |
8,988
+3,911
| +77% | +$1.42M | 0.29% | 29 |
|
|
2020
Q1 | $1.22M | Buy |
5,077
+363
| +8% | +$87.4K | 0.14% | 32 |
|
|
2019
Q4 | $1.41M | Buy |
4,714
+113
| +2% | +$33.9K | 0.17% | 47 |
|
|
2019
Q3 | $1.02M | Buy |
4,601
+273
| +6% | +$60.3K | 0.13% | 64 |
|
|
2019
Q2 | $885K | Sell |
4,328
-1
| -0% | -$204 | 0.13% | 58 |
|
|
2019
Q1 | $822K | Buy |
4,329
+1,608
| +59% | +$305K | 0.14% | 44 |
|
|
2018
Q4 | $474K | Buy |
2,721
+504
| +23% | +$87.8K | 0.1% | 63 |
|
|
2018
Q3 | $501K | Buy |
+2,217
| New | +$501K | 0.12% | 65 |
|