NECFA
New England Capital Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
7,642
+79
| +1% | +$16.2K | 0.72% | 17 |
|
|
2025
Q1 | $1.68M | Sell |
7,563
-23
| -0.3% | -$5.11K | 0.85% | 17 |
|
|
2024
Q4 | $1.9M | Sell |
7,586
-62
| -0.8% | -$15.5K | 0.93% | 17 |
|
|
2024
Q3 | $1.78M | Sell |
7,648
-59
| -0.8% | -$13.7K | 0.93% | 16 |
|
|
2024
Q2 | $1.62M | Buy |
7,707
+6
| +0.1% | +$1.26K | 0.91% | 16 |
|
|
2024
Q1 | $1.32M | Sell |
7,701
-66
| -0.8% | -$11.3K | 0.74% | 16 |
|
|
2023
Q4 | $1.5M | Buy |
7,767
+6
| +0.1% | +$1.16K | 0.9% | 17 |
|
|
2023
Q3 | $1.33M | Sell |
7,761
-154
| -2% | -$26.4K | 0.92% | 17 |
|
|
2023
Q2 | $1.54M | Sell |
7,915
-1,094
| -12% | -$212K | 1.01% | 16 |
|
|
2023
Q1 | $1.49M | Buy |
9,009
+37
| +0.4% | +$6.1K | 1.05% | 16 |
|
|
2022
Q4 | $1.24M | Buy |
+8,972
| New | +$1.24M | 0.88% | 16 |
|