Marshall Financial Group (Pennsylvania)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
6,947
-101
| -1% | -$20.7K | 0.43% | 27 |
|
|
2025
Q1 | $1.57M | Buy |
7,048
+1
| +0% | +$222 | 0.49% | 27 |
|
|
2024
Q4 | $1.76M | Buy |
7,047
+2
| +0% | +$501 | 0.54% | 27 |
|
|
2024
Q3 | $1.64M | Buy |
7,045
+2
| +0% | +$466 | 0.5% | 28 |
|
|
2024
Q2 | $1.48M | Sell |
7,043
-186
| -3% | -$39.2K | 0.48% | 29 |
|
|
2024
Q1 | $1.24M | Sell |
7,229
-82
| -1% | -$14.1K | 0.41% | 29 |
|
|
2023
Q4 | $1.41M | Buy |
7,311
+349
| +5% | +$67.2K | 0.5% | 26 |
|
|
2023
Q3 | $1.19M | Buy |
6,962
+4
| +0.1% | +$685 | 0.49% | 26 |
|
|
2023
Q2 | $1.35M | Buy |
6,958
+3
| +0% | +$582 | 0.52% | 26 |
|
|
2023
Q1 | $1.15M | Buy |
6,955
+5
| +0.1% | +$824 | 0.47% | 27 |
|
|
2022
Q4 | $903K | Buy |
6,950
+3
| +0% | +$390 | 0.39% | 28 |
|
|
2022
Q3 | $960K | Buy |
6,947
+3
| +0% | +$415 | 0.45% | 28 |
|
|
2022
Q2 | $949K | Sell |
6,944
-299
| -4% | -$40.9K | 0.43% | 28 |
|
|
2022
Q1 | $1.27M | Buy |
7,243
+3
| +0% | +$524 | 0.5% | 25 |
|
|
2021
Q4 | $1.29M | Buy |
7,240
+53
| +0.7% | +$9.41K | 0.5% | 25 |
|
|
2021
Q3 | $1.02M | Buy |
7,187
+654
| +10% | +$92.5K | 0.43% | 28 |
|
|
2021
Q2 | $895K | Sell |
6,533
-323
| -5% | -$44.3K | 0.38% | 29 |
|
|
2021
Q1 | $838K | Buy |
6,856
+330
| +5% | +$40.3K | 0.38% | 30 |
|
|
2020
Q4 | $866K | Sell |
6,526
-124
| -2% | -$16.5K | 0.42% | 30 |
|
|
2020
Q3 | $770K | Buy |
6,650
+134
| +2% | +$15.5K | 0.46% | 30 |
|
|
2020
Q2 | $594K | Buy |
6,516
+4
| +0.1% | +$365 | 0.39% | 31 |
|
|
2020
Q1 | $414K | Buy |
6,512
+8
| +0.1% | +$509 | 0.33% | 31 |
|
|
2019
Q4 | $478K | Sell |
6,504
-396
| -6% | -$29.1K | 0.32% | 34 |
|
|
2019
Q3 | $386K | Sell |
6,900
-248
| -3% | -$13.9K | 0.29% | 37 |
|
|
2019
Q2 | $354K | Sell |
7,148
-1,596
| -18% | -$79K | 0.27% | 39 |
|
|
2019
Q1 | $415K | Buy |
8,744
+12
| +0.1% | +$570 | 0.34% | 33 |
|
|
2018
Q4 | $344K | Buy |
+8,732
| New | +$344K | 0.33% | 37 |
|