JDM Financial 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 | $4.07M | Buy |
19,836
+19
| +0.1% | +$3.9K | 1.92% | 12 |
|
|
2025
Q1 | $4.4M | Sell |
19,817
-496
| -2% | -$110K | 2.23% | 11 |
|
|
2024
Q4 | $5.09M | Sell |
20,313
-590
| -3% | -$148K | 2.64% | 11 |
|
|
2024
Q3 | $4.87M | Buy |
20,903
+365
| +2% | +$85K | 2.65% | 11 |
|
|
2024
Q2 | $4.33M | Buy |
20,538
+24
| +0.1% | +$5.06K | 2.92% | 11 |
|
|
2024
Q1 | $3.52M | Sell |
20,514
-765
| -4% | -$131K | 2.56% | 12 |
|
|
2023
Q4 | $4.1M | Sell |
21,279
-801
| -4% | -$154K | 3.4% | 10 |
|
|
2023
Q3 | $3.78M | Sell |
22,080
-3
| -0% | -$514 | 3.48% | 9 |
|
|
2023
Q2 | $4.28M | Sell |
22,083
-43
| -0.2% | -$8.34K | 3.72% | 7 |
|
|
2023
Q1 | $3.65M | Sell |
22,126
-681
| -3% | -$112K | 3.36% | 10 |
|
|
2022
Q4 | $2.96M | Buy |
+22,807
| New | +$2.96M | 2.84% | 13 |
|