Frazier Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.59M | Sell |
12,615
-857
| -6% | -$176K | 1.83% | 13 |
|
2025
Q1 | $2.99M | Sell |
13,472
-602
| -4% | -$134K | 2.31% | 12 |
|
2024
Q4 | $3.55M | Sell |
14,074
-287
| -2% | -$72.4K | 2.82% | 9 |
|
2024
Q3 | $3.35M | Buy |
14,361
+1,682
| +13% | +$392K | 2.6% | 10 |
|
2024
Q2 | $2.67M | Buy |
12,679
+163
| +1% | +$34.3K | 2.12% | 11 |
|
2024
Q1 | $2.15M | Sell |
12,516
-208
| -2% | -$35.7K | 1.76% | 12 |
|
2023
Q4 | $2.45M | Buy |
+12,724
| New | +$2.45M | 2.13% | 11 |
|