Investmark Advisory 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 | $9.06M | Sell |
44,143
-256
| -0.6% | -$52.5K | 4.24% | 3 |
|
|
2025
Q1 | $9.86M | Sell |
44,399
-2,344
| -5% | -$521K | 4.87% | 3 |
|
|
2024
Q4 | $11.7M | Sell |
46,743
-281
| -0.6% | -$70.4K | 5.74% | 3 |
|
|
2024
Q3 | $11M | Buy |
47,024
+20
| +0% | +$4.66K | 5.32% | 3 |
|
|
2024
Q2 | $9.9M | Buy |
47,004
+1,190
| +3% | +$251K | 5.28% | 3 |
|
|
2024
Q1 | $7.86M | Sell |
45,814
-735
| -2% | -$126K | 4.31% | 3 |
|
|
2023
Q4 | $8.96M | Sell |
46,549
-366
| -0.8% | -$70.5K | 5.26% | 3 |
|
|
2023
Q3 | $8.03M | Buy |
46,915
+121
| +0.3% | +$20.7K | 5.44% | 3 |
|
|
2023
Q2 | $9.08M | Buy |
46,794
+288
| +0.6% | +$55.9K | 6.05% | 3 |
|
|
2023
Q1 | $7.67M | Sell |
46,506
-289
| -0.6% | -$47.7K | 5.63% | 3 |
|
|
2022
Q4 | $6.08M | Buy |
46,795
+1,118
| +2% | +$145K | 4.51% | 3 |
|
|
2022
Q3 | $6.31M | Buy |
45,677
+2,548
| +6% | +$352K | 5.67% | 3 |
|
|
2022
Q2 | $5.9M | Buy |
43,129
+2,271
| +6% | +$310K | 5.83% | 3 |
|
|
2022
Q1 | $7.13M | Sell |
40,858
-483
| -1% | -$84.3K | 7.36% | 2 |
|
|
2021
Q4 | $7.34M | Buy |
+41,341
| New | +$7.34M | 6.86% | 1 |
|