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