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 |
|