Norris Financial Group, LLC’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.03M Buy
2025
Q4
$8.57M Sell
2025
Q3
$8.29M Sell
2025
Q2
$6.8M Buy
2025
Q1
$6.76M Sell
2024
Q4
$7.92M Sell
2024
Q3
$7.75M Sell
2024
Q2
$7.07M Sell
2024
Q1
$5.94M Buy
2023
Q4
$6.56M Buy
2023
Q3
$5.8M Buy
2023
Q2
$6.43M Buy
2023
Q1
$5.26M Sell
2022
Q4
$4.17M Sell
2022
Q3
$4.66M Buy
2022
Q2
$4.49M Sell
2022
Q1
$6.39M Sell
2021
Q4
$7.5M Sell
2021
Q3
$7.3M Buy
2021
Q2
$5.68M Sell
2021
Q1
$5.36M Buy