FA
FSA Advisors’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.79M | Sell |
8,741
-428
| -5% | -$87.8K | 1.46% | 14 |
|
2025
Q1 | $2.04M | Buy |
9,169
+1,479
| +19% | +$329K | 1.62% | 5 |
|
2024
Q4 | $1.92M | Sell |
7,690
-8
| -0.1% | -$2K | 2.35% | 2 |
|
2024
Q3 | $1.68M | Sell |
7,698
-207
| -3% | -$45.3K | 1.68% | 9 |
|
2024
Q2 | $1.46M | Sell |
7,905
-732
| -8% | -$135K | 1.52% | 12 |
|
2024
Q1 | $1.48M | Buy |
8,637
+910
| +12% | +$156K | 1.59% | 11 |
|
2023
Q4 | $1.49M | Buy |
+7,727
| New | +$1.49M | 1.84% | 9 |
|