Leverty 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 | $418K | Sell |
2,036
-105
| -5% | -$21.5K | 0.12% | 27 |
|
|
2025
Q1 | $476K | Sell |
2,141
-129
| -6% | -$28.7K | 0.19% | 21 |
|
|
2024
Q4 | $568K | Sell |
2,270
-350
| -13% | -$87.6K | 0.29% | 18 |
|
|
2024
Q3 | $610K | Sell |
2,620
-232
| -8% | -$54.1K | 0.33% | 17 |
|
|
2024
Q2 | $601K | Sell |
2,852
-1,400
| -33% | -$295K | 0.36% | 15 |
|
|
2024
Q1 | $729K | Sell |
4,252
-179
| -4% | -$30.7K | 0.44% | 13 |
|
|
2023
Q4 | $853K | Buy |
4,431
+101
| +2% | +$19.4K | 0.54% | 13 |
|
|
2023
Q3 | $741K | Hold |
4,330
| – | – | 0.54% | 12 |
|
|
2023
Q2 | $840K | Buy |
4,330
+112
| +3% | +$21.7K | 0.61% | 11 |
|
|
2023
Q1 | $696K | Sell |
4,218
-69
| -2% | -$11.4K | 0.55% | 11 |
|
|
2022
Q4 | $557K | Buy |
4,287
+1,034
| +32% | +$134K | 0.48% | 12 |
|
|
2022
Q3 | $449K | Hold |
3,253
| – | – | 0.43% | 12 |
|
|
2022
Q2 | $444K | Hold |
3,253
| – | – | 0.41% | 11 |
|
|
2022
Q1 | $568K | Buy |
3,253
+2,448
| +304% | +$427K | 0.45% | 12 |
|
|
2021
Q4 | $142K | Buy |
+805
| New | +$142K | 0.11% | 22 |
|