JFG Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
6,886
-8,164
| -54% | -$1.67M | 0.3% | 24 |
|
|
2025
Q1 | $3.34M | Sell |
15,050
-6,054
| -29% | -$1.34M | 0.76% | 12 |
|
|
2024
Q4 | $5.28M | Buy |
21,104
+8,152
| +63% | +$2.04M | 1.21% | 9 |
|
|
2024
Q3 | $3.02M | Buy |
12,952
+9,296
| +254% | +$2.17M | 0.83% | 13 |
|
|
2024
Q2 | $770K | Sell |
3,656
-578
| -14% | -$122K | 0.22% | 21 |
|
|
2024
Q1 | $726K | Sell |
4,234
-1,781
| -30% | -$305K | 0.19% | 24 |
|
|
2023
Q4 | $1.16M | Buy |
6,015
+3,511
| +140% | +$676K | 0.33% | 21 |
|
|
2023
Q3 | $429K | Hold |
2,504
| – | – | 0.14% | 21 |
|
|
2023
Q2 | $486K | Buy |
2,504
+374
| +18% | +$72.5K | 0.15% | 21 |
|
|
2023
Q1 | $351K | Sell |
2,130
-174
| -8% | -$28.7K | 0.12% | 20 |
|
|
2022
Q4 | $299K | Hold |
2,304
| – | – | 0.1% | 24 |
|
|
2022
Q3 | $318K | Hold |
2,304
| – | – | 0.11% | 33 |
|
|
2022
Q2 | $315K | Buy |
+2,304
| New | +$315K | 0.12% | 25 |
|
|
2022
Q1 | – | Sell |
-4,384
| Closed | -$778K | – | 41 |
|
|
2021
Q4 | $778K | Sell |
4,384
-6,029
| -58% | -$1.07M | 0.29% | 14 |
|
|
2021
Q3 | $1.47M | Buy |
10,413
+423
| +4% | +$59.8K | 0.7% | 12 |
|
|
2021
Q2 | $1.37M | Buy |
9,990
+4,134
| +71% | +$566K | 0.6% | 11 |
|
|
2021
Q1 | $715K | Sell |
5,856
-112
| -2% | -$13.7K | 0.4% | 15 |
|
|
2020
Q4 | $791K | Buy |
5,968
+192
| +3% | +$25.4K | 0.43% | 20 |
|
|
2020
Q3 | $669K | Hold |
5,776
| – | – | 0.47% | 19 |
|
|
2020
Q2 | $527K | Sell |
5,776
-120
| -2% | -$10.9K | 0.5% | 12 |
|
|
2020
Q1 | $375K | Buy |
5,896
+120
| +2% | +$7.63K | 0.61% | 9 |
|
|
2019
Q4 | $424K | Sell |
5,776
-4,864
| -46% | -$357K | 0.39% | 10 |
|
|
2019
Q3 | $596K | Hold |
10,640
| – | – | 0.54% | 9 |
|
|
2019
Q2 | $551K | Buy |
10,640
+4,620
| +77% | +$239K | 0.45% | 9 |
|
|
2019
Q1 | $286K | Sell |
6,020
-4,484
| -43% | -$213K | 0.24% | 11 |
|
|
2018
Q4 | $414K | Buy |
+10,504
| New | +$414K | 0.37% | 20 |
|