Grunden Financial Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Sell |
4,241
-36
| -0.8% | -$7.39K | 0.38% | 18 |
|
|
2025
Q1 | $950K | Sell |
4,277
-45
| -1% | -$10K | 0.46% | 14 |
|
|
2024
Q4 | $1.08M | Buy |
4,322
+1,101
| +34% | +$276K | 0.52% | 14 |
|
|
2024
Q3 | $751K | Buy |
3,221
+3
| +0.1% | +$699 | 0.37% | 14 |
|
|
2024
Q2 | $678K | Buy |
3,218
+106
| +3% | +$22.3K | 0.35% | 14 |
|
|
2024
Q1 | $534K | Sell |
3,112
-103
| -3% | -$17.7K | 0.28% | 14 |
|
|
2023
Q4 | $619K | Buy |
+3,215
| New | +$619K | 0.35% | 14 |
|