Halter Ferguson Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
12,306
+399
| +3% | +$81.9K | 0.88% | 11 |
|
|
2025
Q1 | $2.64M | Sell |
11,907
-1,092
| -8% | -$243K | 1.35% | 10 |
|
|
2024
Q4 | $3.26M | Buy |
12,999
+328
| +3% | +$82.1K | 1.33% | 11 |
|
|
2024
Q3 | $2.95M | Buy |
12,671
+150
| +1% | +$35K | 1.57% | 10 |
|
|
2024
Q2 | $2.64M | Buy |
12,521
+357
| +3% | +$75.2K | 1.87% | 12 |
|
|
2024
Q1 | $2.09M | Sell |
12,164
-1,703
| -12% | -$292K | 1.62% | 13 |
|
|
2023
Q4 | $2.67M | Buy |
+13,867
| New | +$2.67M | 1.7% | 13 |
|