Marmo 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 | $406K | Buy |
1,977
+58
| +3% | +$11.9K | 0.2% | 22 |
|
|
2025
Q1 | $426K | Sell |
1,919
-99
| -5% | -$22K | 0.23% | 21 |
|
|
2024
Q4 | $505K | Buy |
2,018
+41
| +2% | +$10.3K | 0.27% | 20 |
|
|
2024
Q3 | $460K | Buy |
1,977
+296
| +18% | +$68.9K | 0.25% | 22 |
|
|
2024
Q2 | $354K | Hold |
1,681
| – | – | 0.21% | 22 |
|
|
2024
Q1 | $288K | Buy |
1,681
+607
| +57% | +$104K | 0.18% | 23 |
|
|
2023
Q4 | $207K | Buy |
+1,074
| New | +$207K | 0.16% | 18 |
|
|
2023
Q3 | – | Sell |
-1,069
| Closed | -$207K | – | 18 |
|
|
2023
Q2 | $207K | Buy |
+1,069
| New | +$207K | 0.19% | 17 |
|