FSB Premier Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.78M Buy
13,546
+134
+1% +$27.5K 0.99% 25
2025
Q1
$2.98M Buy
13,412
+800
+6% +$178K 1.16% 21
2024
Q4
$3.16M Sell
12,612
-76
-0.6% -$19K 1.27% 18
2024
Q3
$2.96M Buy
12,688
+108
+0.9% +$25.2K 1.21% 17
2024
Q2
$2.65M Sell
12,580
-155
-1% -$32.6K 1.2% 21
2024
Q1
$2.18M Sell
12,735
-133
-1% -$22.8K 1.02% 24
2023
Q4
$2.48M Sell
12,868
-176
-1% -$33.9K 1.24% 19
2023
Q3
$2.23M Sell
13,044
-185
-1% -$31.7K 1.24% 20
2023
Q2
$2.57M Sell
13,229
-1
-0% -$194 1.39% 19
2023
Q1
$2.18M Sell
13,230
-197
-1% -$32.5K 1.21% 22
2022
Q4
$1.74M Sell
13,427
-466
-3% -$60.6K 0.96% 27
2022
Q3
$1.92M Sell
13,893
-71
-0.5% -$9.81K 1.12% 24
2022
Q2
$1.91M Sell
13,964
-300
-2% -$41K 1.06% 24
2022
Q1
$2.33M Sell
14,264
-507
-3% -$83K 1.17% 22
2021
Q4
$2.62M Sell
14,771
-348
-2% -$61.8K 1.09% 23
2021
Q3
$2.14M Sell
15,119
-1,061
-7% -$150K 1.07% 27
2021
Q2
$2.22M Sell
16,180
-202
-1% -$27.7K 1.13% 24
2021
Q1
$2M Sell
16,382
-2,032
-11% -$248K 1.08% 26
2020
Q4
$2.44M Buy
+18,414
New +$2.44M 1.31% 21