Helen Stephens Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
11,783
+151
| +1% | +$31K | 0.6% | 26 |
|
|
2025
Q1 | $2.58M | Sell |
11,632
-11
| -0.1% | -$2.44K | 0.73% | 23 |
|
|
2024
Q4 | $2.92M | Sell |
11,643
-893
| -7% | -$224K | 0.86% | 21 |
|
|
2024
Q3 | $2.92M | Sell |
12,536
-1,877
| -13% | -$437K | 0.89% | 21 |
|
|
2024
Q2 | $3.04M | Sell |
14,413
-766
| -5% | -$161K | 1.05% | 20 |
|
|
2024
Q1 | $2.6M | Buy |
15,179
+136
| +0.9% | +$23.3K | 1.01% | 20 |
|
|
2023
Q4 | $2.9M | Buy |
15,043
+83
| +0.6% | +$16K | 1.3% | 20 |
|
|
2023
Q3 | $2.56M | Sell |
14,960
-106
| -0.7% | -$18.1K | 1.32% | 19 |
|
|
2023
Q2 | $2.92M | Buy |
15,066
+90
| +0.6% | +$17.5K | 1.48% | 18 |
|
|
2023
Q1 | $2.47M | Buy |
14,976
+464
| +3% | +$76.5K | 1.28% | 21 |
|
|
2022
Q4 | $1.89M | Sell |
14,512
-619
| -4% | -$80.4K | 1.13% | 22 |
|
|
2022
Q3 | $2.09M | Buy |
15,131
+2,915
| +24% | +$403K | 1.47% | 19 |
|
|
2022
Q2 | $1.67M | Buy |
12,216
+21
| +0.2% | +$2.87K | 1.18% | 17 |
|
|
2022
Q1 | $2.13M | Sell |
12,195
-118
| -1% | -$20.6K | 1.47% | 15 |
|
|
2021
Q4 | $2.19M | Buy |
+12,313
| New | +$2.19M | 1.75% | 11 |
|