Fusion Family Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Hold |
4,626
| – | – | 0.08% | 25 |
|
|
2025
Q1 | $1.03M | Hold |
4,626
| – | – | 0.09% | 24 |
|
|
2024
Q4 | $1.16M | Buy |
4,626
+286
| +7% | +$71.6K | 0.11% | 24 |
|
|
2024
Q3 | $1.01M | Buy |
4,340
+318
| +8% | +$74.1K | 0.09% | 24 |
|
|
2024
Q2 | $847K | Hold |
4,022
| – | – | 0.09% | 24 |
|
|
2024
Q1 | $690K | Hold |
4,022
| – | – | 0.07% | 25 |
|
|
2023
Q4 | $774K | Hold |
4,022
| – | – | 0.09% | 24 |
|
|
2023
Q3 | $689K | Hold |
4,022
| – | – | 0.09% | 24 |
|
|
2023
Q2 | $780K | Buy |
4,022
+48
| +1% | +$9.31K | 0.09% | 24 |
|
|
2023
Q1 | $655K | Hold |
3,974
| – | – | 0.08% | 24 |
|
|
2022
Q4 | $516K | Buy |
3,974
+148
| +4% | +$19.2K | 0.07% | 26 |
|
|
2022
Q3 | $541K | Sell |
3,826
-148
| -4% | -$20.9K | 0.08% | 23 |
|
|
2022
Q2 | $543K | Buy |
3,974
+406
| +11% | +$55.5K | 0.08% | 23 |
|
|
2022
Q1 | $623K | Buy |
3,568
+2,207
| +162% | +$385K | 0.08% | 25 |
|
|
2021
Q4 | $242K | Sell |
1,361
-2,465
| -64% | -$438K | 0.04% | 33 |
|
|
2021
Q3 | $541K | Buy |
+3,826
| New | +$541K | 0.08% | 23 |
|
|
2021
Q2 | – | Sell |
-5,606
| Closed | -$685K | – | 37 |
|
|
2021
Q1 | $685K | Sell |
5,606
-2,574
| -31% | -$315K | 0.11% | 22 |
|
|
2020
Q4 | $1.09M | Buy |
8,180
+400
| +5% | +$53.1K | 0.19% | 21 |
|
|
2020
Q3 | $901K | Buy |
7,780
+172
| +2% | +$19.9K | 0.18% | 23 |
|
|
2020
Q2 | $694K | Buy |
7,608
+2,500
| +49% | +$228K | 0.16% | 22 |
|
|
2020
Q1 | $325K | Sell |
5,108
-272
| -5% | -$17.3K | 0.09% | 26 |
|
|
2019
Q4 | $395K | Hold |
5,380
| – | – | 0.09% | 27 |
|
|
2019
Q3 | $301K | Sell |
5,380
-43,744
| -89% | -$2.45M | 0.08% | 29 |
|
|
2019
Q2 | $2.43M | Buy |
49,124
+43,864
| +834% | +$2.17M | 0.6% | 18 |
|
|
2019
Q1 | $250K | Sell |
5,260
-43,240
| -89% | -$2.06M | 0.07% | 34 |
|
|
2018
Q4 | $1.91M | Sell |
48,500
-5,712
| -11% | -$225K | 0.56% | 23 |
|
|
2018
Q3 | $3.06M | Buy |
54,212
+6,128
| +13% | +$346K | 0.82% | 20 |
|
|
2018
Q2 | $2.23M | Hold |
48,084
| – | – | 0.63% | 22 |
|
|
2018
Q1 | $2.02M | Buy |
48,084
+16,952
| +54% | +$711K | 0.68% | 19 |
|
|
2017
Q4 | $1.32M | Buy |
31,132
+30,020
| +2,700% | +$1.27M | 0.33% | 28 |
|
|
2017
Q3 | $43K | Sell |
1,112
-31,884
| -97% | -$1.23M | 0.01% | 93 |
|
|
2017
Q2 | $1.19M | Sell |
32,996
-664
| -2% | -$23.9K | 0.41% | 31 |
|
|
2017
Q1 | $1.21M | Sell |
33,660
-3,744
| -10% | -$134K | 0.45% | 28 |
|
|
2016
Q4 | $1.12M | Buy |
+37,404
| New | +$1.12M | 0.66% | 25 |
|