New Perspectives Inc’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
11,100
-1,375
| -11% | -$282K | 1.13% | 11 |
|
|
2025
Q1 | $2.77M | Sell |
12,475
-230
| -2% | -$51.1K | 1.48% | 10 |
|
|
2024
Q4 | $3.18M | Buy |
12,705
+6
| +0% | +$1.5K | 1.71% | 9 |
|
|
2024
Q3 | $2.96M | Buy |
12,699
+99
| +0.8% | +$23.1K | 1.58% | 9 |
|
|
2024
Q2 | $2.65M | Buy |
12,600
+100
| +0.8% | +$21.1K | 1.42% | 8 |
|
|
2024
Q1 | $2.14M | Buy |
+12,500
| New | +$2.14M | 1.19% | 10 |
|
|
2022
Q4 | $1.47M | Buy |
11,334
+5
| +0% | +$650 | 1.13% | 10 |
|
|
2022
Q3 | $1.57M | Hold |
11,329
| – | – | 1.35% | 10 |
|
|
2022
Q2 | $1.55M | Sell |
11,329
-470
| -4% | -$64.3K | 1.26% | 11 |
|
|
2022
Q1 | $2.06M | Buy |
11,799
+460
| +4% | +$80.3K | 1.48% | 11 |
|
|
2021
Q4 | $2.01M | Sell |
11,339
-860
| -7% | -$153K | 1.42% | 11 |
|
|
2021
Q3 | $1.73M | Sell |
12,199
-243
| -2% | -$34.4K | 1.27% | 11 |
|
|
2021
Q2 | $1.7M | Buy |
+12,442
| New | +$1.7M | 1.32% | 11 |
|