FFA
Founders Financial Alliance’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.4M | Buy |
128,804
+1,330
| +1% | +$273K | 6.01% | 1 |
|
|
2025
Q1 | $28.3M | Sell |
127,474
-1,276
| -1% | -$283K | 6.86% | 1 |
|
|
2024
Q4 | $32.2M | Buy |
128,750
+909
| +0.7% | +$228K | 8.86% | 1 |
|
|
2024
Q3 | $29.8M | Sell |
127,841
-591
| -0.5% | -$138K | 8.29% | 1 |
|
|
2024
Q2 | $27.1M | Sell |
128,432
-4,298
| -3% | -$905K | 8.02% | 1 |
|
|
2024
Q1 | $22.8M | Buy |
132,730
+1,366
| +1% | +$234K | 6.83% | 1 |
|
|
2023
Q4 | $25.3M | Sell |
131,364
-328
| -0.2% | -$63.2K | 9.81% | 1 |
|
|
2023
Q3 | $22.5M | Buy |
131,692
+218
| +0.2% | +$37.3K | 9.85% | 1 |
|
|
2023
Q2 | $25.5M | Buy |
131,474
+27,028
| +26% | +$5.24M | 10.04% | 1 |
|
|
2023
Q1 | $17.3M | Sell |
104,446
-24,927
| -19% | -$4.12M | 8.62% | 1 |
|
|
2022
Q4 | $16.8M | Sell |
129,373
-1,653
| -1% | -$215K | 7.72% | 1 |
|
|
2022
Q3 | $18.1M | Buy |
131,026
+25,980
| +25% | +$3.59M | 9.22% | 1 |
|
|
2022
Q2 | $14.4M | Sell |
105,046
-27,048
| -20% | -$3.7M | 7.28% | 1 |
|
|
2022
Q1 | $23.1M | Buy |
132,094
+1,591
| +1% | +$278K | 10.25% | 1 |
|
|
2021
Q4 | $23.2M | Buy |
130,503
+3,515
| +3% | +$624K | 9.32% | 1 |
|
|
2021
Q3 | $18M | Buy |
126,988
+337
| +0.3% | +$47.7K | 8.4% | 1 |
|
|
2021
Q2 | $17.3M | Buy |
126,651
+1,862
| +1% | +$255K | 7.89% | 1 |
|
|
2021
Q1 | $15.5M | Buy |
124,789
+3,869
| +3% | +$480K | 7.63% | 1 |
|
|
2020
Q4 | $16.1M | Buy |
120,920
+5,181
| +4% | +$688K | 9.08% | 1 |
|
|
2020
Q3 | $13.5M | Buy |
+115,739
| New | +$13.5M | 8.09% | 1 |
|