Francis Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Buy |
17,736
+183
| +1% | +$37.5K | 0.84% | 21 |
|
|
2025
Q1 | $3.9M | Sell |
17,553
-6,328
| -26% | -$1.41M | 0.95% | 19 |
|
|
2024
Q4 | $4.48M | Buy |
23,881
+5,329
| +29% | +$1M | 1.13% | 17 |
|
|
2024
Q3 | $4.32M | Buy |
18,552
+1,298
| +8% | +$302K | 1.14% | 17 |
|
|
2024
Q2 | $3.63M | Buy |
17,254
+1,352
| +9% | +$285K | 1.1% | 18 |
|
|
2024
Q1 | $2.73M | Buy |
15,902
+975
| +7% | +$167K | 0.88% | 17 |
|
|
2023
Q4 | $2.87M | Buy |
14,927
+1,007
| +7% | +$194K | 1.23% | 13 |
|
|
2023
Q3 | $2.38M | Buy |
13,920
+191
| +1% | +$32.7K | 1.24% | 14 |
|
|
2023
Q2 | $2.66M | Sell |
13,729
-197
| -1% | -$38.2K | 1.44% | 13 |
|
|
2023
Q1 | $2.3M | Buy |
13,926
+1,755
| +14% | +$289K | 1.56% | 12 |
|
|
2022
Q4 | $1.58M | Buy |
12,171
+200
| +2% | +$26K | 1.47% | 8 |
|
|
2022
Q3 | $1.65M | Sell |
11,971
-40
| -0.3% | -$5.53K | 1.69% | 8 |
|
|
2022
Q2 | $1.84M | Buy |
+12,011
| New | +$1.84M | 1.63% | 8 |
|
|
2018
Q1 | $356K | Sell |
8,484
-1,944
| -19% | -$81.6K | 0.82% | 12 |
|
|
2017
Q4 | $441K | Buy |
+10,428
| New | +$441K | 0.95% | 12 |
|