JF
JSF Financial’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
86,206
+633
| +0.7% | +$130K | 4.2% | 7 |
|
|
2025
Q1 | $19M | Sell |
85,573
-537
| -0.6% | -$119K | 5.01% | 6 |
|
|
2024
Q4 | $21.6M | Buy |
86,110
+12,915
| +18% | +$3.23M | 5.77% | 3 |
|
|
2024
Q3 | $17.1M | Sell |
73,195
-734
| -1% | -$171K | 4.97% | 5 |
|
|
2024
Q2 | $15.6M | Sell |
73,929
-1,035
| -1% | -$218K | 4.77% | 6 |
|
|
2024
Q1 | $12.9M | Buy |
74,964
+160
| +0.2% | +$27.4K | 4.02% | 6 |
|
|
2023
Q4 | $14.4M | Sell |
74,804
-2,369
| -3% | -$456K | 4.99% | 5 |
|
|
2023
Q3 | $13.2M | Buy |
77,173
+4,629
| +6% | +$793K | 5.12% | 5 |
|
|
2023
Q2 | $14.1M | Sell |
72,544
-1,034
| -1% | -$201K | 4.98% | 4 |
|
|
2023
Q1 | $12.1M | Sell |
73,578
-444
| -0.6% | -$73.2K | 4.53% | 5 |
|
|
2022
Q4 | $9.62M | Buy |
74,022
+883
| +1% | +$115K | 3.59% | 7 |
|
|
2022
Q3 | $10.1M | Buy |
73,139
+1,961
| +3% | +$271K | 3.84% | 7 |
|
|
2022
Q2 | $9.73M | Buy |
71,178
+341
| +0.5% | +$46.6K | 4.41% | 4 |
|
|
2022
Q1 | $12.4M | Buy |
70,837
+1,602
| +2% | +$280K | 5.26% | 3 |
|
|
2021
Q4 | $12.3M | Sell |
69,235
-21,272
| -24% | -$3.78M | 5.98% | 5 |
|
|
2021
Q3 | $12.8M | Buy |
90,507
+22,888
| +34% | +$3.24M | 6.34% | 4 |
|
|
2021
Q2 | $9.26M | Buy |
67,619
+1,149
| +2% | +$157K | 5.46% | 4 |
|
|
2021
Q1 | $8.12M | Sell |
66,470
-11,982
| -15% | -$1.46M | 5.1% | 4 |
|
|
2020
Q4 | $10.4M | Sell |
78,452
-679
| -0.9% | -$90.1K | 7.27% | 4 |
|
|
2020
Q3 | $9.16M | Buy |
79,131
+59,155
| +296% | +$6.85M | 7.2% | 4 |
|
|
2020
Q2 | $7.29M | Sell |
19,976
-104
| -0.5% | -$37.9K | 6.31% | 4 |
|
|
2020
Q1 | $5.11M | Buy |
20,080
+1,894
| +10% | +$482K | 5.18% | 4 |
|
|
2019
Q4 | $5.34M | Hold |
18,186
| – | – | 5.28% | 5 |
|
|
2019
Q3 | $4.07M | Buy |
18,186
+592
| +3% | +$133K | 4.43% | 5 |
|
|
2019
Q2 | $3.48M | Buy |
17,594
+2,964
| +20% | +$587K | 3.78% | 6 |
|
|
2019
Q1 | $2.78M | Buy |
14,630
+455
| +3% | +$86.4K | 3.07% | 7 |
|
|
2018
Q4 | $2.24M | Buy |
+14,175
| New | +$2.24M | 2.29% | 11 |
|