FFS
Founders Financial Securities’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Buy |
95,168
+809
| +0.9% | +$166K | 1.48% | 12 |
|
|
2025
Q1 | $19.8M | Buy |
94,359
+17,795
| +23% | +$3.74M | 1.68% | 13 |
|
|
2024
Q4 | $19.2M | Buy |
76,564
+288
| +0.4% | +$72.1K | 1.73% | 11 |
|
|
2024
Q3 | $17.8M | Sell |
76,276
-14,455
| -16% | -$3.37M | 1.64% | 12 |
|
|
2024
Q2 | $19.1M | Buy |
90,731
+14,870
| +20% | +$3.13M | 1.81% | 10 |
|
|
2024
Q1 | $13M | Sell |
75,861
-10,296
| -12% | -$1.77M | 1.36% | 15 |
|
|
2023
Q4 | $16.6M | Buy |
86,157
+14,225
| +20% | +$2.74M | 1.84% | 10 |
|
|
2023
Q3 | $12.3M | Sell |
71,932
-708
| -1% | -$121K | 1.6% | 12 |
|
|
2023
Q2 | $14.1M | Sell |
72,640
-5,210
| -7% | -$1.01M | 1.86% | 9 |
|
|
2023
Q1 | $12.8M | Buy |
77,850
+7,172
| +10% | +$1.18M | 1.85% | 11 |
|
|
2022
Q4 | $9.18M | Sell |
70,678
-4,984
| -7% | -$648K | 1.44% | 12 |
|
|
2022
Q3 | $10.5M | Buy |
75,662
+4,416
| +6% | +$610K | 1.85% | 7 |
|
|
2022
Q2 | $9.74M | Sell |
71,246
-2,144
| -3% | -$293K | 1.9% | 8 |
|
|
2022
Q1 | $12.8M | Buy |
73,390
+3,612
| +5% | +$631K | 2.27% | 10 |
|
|
2021
Q4 | $12.4M | Sell |
69,778
-2,154
| -3% | -$382K | 2.23% | 10 |
|
|
2021
Q3 | $10.2M | Buy |
71,932
+785
| +1% | +$111K | 2.05% | 10 |
|
|
2021
Q2 | $9.74M | Buy |
71,147
+3,284
| +5% | +$450K | 1.93% | 10 |
|
|
2021
Q1 | $8.29M | Buy |
67,863
+12,865
| +23% | +$1.57M | 1.91% | 12 |
|
|
2020
Q4 | $7.3M | Buy |
54,998
+16,808
| +44% | +$2.23M | 1.75% | 14 |
|
|
2020
Q3 | $4.42M | Buy |
38,190
+23,601
| +162% | +$2.73M | 1.41% | 17 |
|
|
2020
Q2 | $5.7M | Buy |
14,589
+6,835
| +88% | +$2.67M | 1.84% | 12 |
|
|
2020
Q1 | $1.97M | Buy |
7,754
+491
| +7% | +$125K | 0.73% | 18 |
|
|
2019
Q4 | $2.13M | Buy |
7,263
+777
| +12% | +$228K | 0.72% | 35 |
|
|
2019
Q3 | $1.45M | Buy |
6,486
+1,043
| +19% | +$234K | 0.46% | 46 |
|
|
2019
Q2 | $1.08M | Buy |
5,443
+617
| +13% | +$122K | 0.35% | 47 |
|
|
2019
Q1 | $923K | Buy |
4,826
+1,414
| +41% | +$270K | 0.29% | 59 |
|
|
2018
Q4 | $538K | Buy |
+3,412
| New | +$538K | 0.2% | 72 |
|
|
2017
Q2 | – | Sell |
-6,084
| Closed | -$874K | – | 97 |
|
|
2017
Q1 | $874K | Sell |
6,084
-1,089
| -15% | -$156K | 0.33% | 52 |
|
|
2016
Q4 | $831K | Sell |
7,173
-806
| -10% | -$93.4K | 0.35% | 37 |
|
|
2016
Q3 | $902K | Sell |
7,979
-29,452
| -79% | -$3.33M | 0.39% | 36 |
|
|
2016
Q2 | $3.58M | Buy |
+37,431
| New | +$3.58M | 1.64% | 22 |
|