Level Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
8,611
-228
| -3% | -$46.8K | 0.55% | 37 |
|
|
2025
Q1 | $1.96M | Sell |
8,839
-143
| -2% | -$31.8K | 0.67% | 33 |
|
|
2024
Q4 | $2.25M | Sell |
8,982
-281
| -3% | -$70.4K | 0.83% | 27 |
|
|
2024
Q3 | $2.16M | Buy |
+9,263
| New | +$2.16M | 0.82% | 30 |
|
|
2024
Q2 | – | Sell |
-8,837
| Closed | -$1.52M | – | 68 |
|
|
2024
Q1 | $1.52M | Sell |
8,837
-200
| -2% | -$34.3K | 0.69% | 29 |
|
|
2023
Q4 | $1.74M | Sell |
9,037
-1,081
| -11% | -$208K | 0.86% | 22 |
|
|
2023
Q3 | $1.73M | Sell |
10,118
-131
| -1% | -$22.4K | 0.97% | 21 |
|
|
2023
Q2 | $1.99M | Buy |
10,249
+200
| +2% | +$38.8K | 1.11% | 20 |
|
|
2023
Q1 | $1.66M | Sell |
10,049
-56
| -0.6% | -$9.23K | 0.99% | 22 |
|
|
2022
Q4 | $1.31M | Sell |
10,105
-1,603
| -14% | -$208K | 0.86% | 26 |
|
|
2022
Q3 | $1.62M | Sell |
11,708
-1,372
| -10% | -$190K | 1.19% | 20 |
|
|
2022
Q2 | $1.79M | Sell |
13,080
-754
| -5% | -$103K | 1.32% | 17 |
|
|
2022
Q1 | $2.42M | Sell |
13,834
-813
| -6% | -$142K | 1.86% | 12 |
|
|
2021
Q4 | $2.6M | Buy |
+14,647
| New | +$2.6M | 1.98% | 12 |
|