Millington 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 | $1.45M | Sell |
6,756
-641
| -9% | -$137K | 0.73% | 45 |
|
2025
Q1 | $1.47M | Buy |
7,397
+4
| +0.1% | +$793 | 0.9% | 39 |
|
2024
Q4 | $1.69M | Buy |
7,393
+19
| +0.3% | +$4.33K | 0.98% | 32 |
|
2024
Q3 | $1.72M | Sell |
7,374
-1,466
| -17% | -$342K | 1.07% | 32 |
|
2024
Q2 | $1.86M | Buy |
8,840
+5
| +0.1% | +$1.05K | 1.29% | 23 |
|
2024
Q1 | $1.52M | Sell |
8,835
-123
| -1% | -$21.1K | 1.08% | 29 |
|
2023
Q4 | $1.72M | Sell |
8,958
-103
| -1% | -$19.8K | 1.38% | 20 |
|
2023
Q3 | $1.55M | Sell |
9,061
-460
| -5% | -$78.8K | 1.39% | 22 |
|
2023
Q2 | $1.85M | Buy |
9,521
+67
| +0.7% | +$13K | 1.64% | 17 |
|
2023
Q1 | $1.56M | Buy |
9,454
+213
| +2% | +$35.1K | 1.44% | 19 |
|
2022
Q4 | $1.2M | Buy |
+9,241
| New | +$1.2M | 1.17% | 25 |
|