FourThought Financial Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21.3M | Sell |
103,674
-22,046
| -18% | -$4.52M | 2.1% | 7 |
|
2025
Q1 | $27.9M | Sell |
125,720
-10,297
| -8% | -$2.29M | 2.92% | 2 |
|
2024
Q4 | $34.1M | Sell |
136,017
-2,702
| -2% | -$677K | 3.54% | 3 |
|
2024
Q3 | $32.3M | Sell |
138,719
-35,377
| -20% | -$8.24M | 3.83% | 2 |
|
2024
Q2 | $36.7M | Sell |
174,096
-3,808
| -2% | -$802K | 4.72% | 2 |
|
2024
Q1 | $30.5M | Buy |
177,904
+1,253
| +0.7% | +$215K | 3.5% | 2 |
|
2023
Q4 | $34M | Sell |
176,651
-688
| -0.4% | -$132K | 4.26% | 2 |
|
2023
Q3 | $30.4M | Sell |
177,339
-843
| -0.5% | -$144K | 4.24% | 2 |
|
2023
Q2 | $34.6M | Sell |
178,182
-15,375
| -8% | -$2.98M | 4.54% | 2 |
|
2023
Q1 | $31.9M | Sell |
193,557
-20,316
| -9% | -$3.35M | 4.38% | 2 |
|
2022
Q4 | $27.8M | Buy |
+213,873
| New | +$27.8M | 4.03% | 1 |
|