New Century 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 | $1.55M | Buy |
7,541
+6,560
| +669% | +$1.35M | 1.82% | 13 |
|
2025
Q1 | $218K | Sell |
981
-27,522
| -97% | -$6.11M | 0.25% | 122 |
|
2024
Q4 | $6.94M | Sell |
28,503
-8,113
| -22% | -$1.97M | 2.95% | 2 |
|
2024
Q3 | $8.53M | Buy |
36,616
+1,439
| +4% | +$335K | 3.13% | 2 |
|
2024
Q2 | $7.41M | Buy |
35,177
+23,080
| +191% | +$4.86M | 3.15% | 2 |
|
2024
Q1 | $2.07M | Sell |
12,097
-3,455
| -22% | -$592K | 1.44% | 8 |
|
2023
Q4 | $2.99M | Buy |
+15,552
| New | +$2.99M | 2.59% | 4 |
|