NFP Retirement 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 | $14.8M | Buy |
72,199
+313
| +0.4% | +$64.2K | 0.98% | 24 |
|
|
2025
Q1 | $16M | Buy |
71,886
+6
| +0% | +$1.33K | 1.27% | 16 |
|
|
2024
Q4 | $18M | Buy |
71,880
+31,872
| +80% | +$7.98M | 1.42% | 14 |
|
|
2024
Q3 | $9.32M | Sell |
40,008
-1,468
| -4% | -$342K | 0.75% | 27 |
|
|
2024
Q2 | $8.74M | Sell |
41,476
-67
| -0.2% | -$14.1K | 0.73% | 27 |
|
|
2024
Q1 | $7.12M | Buy |
41,543
+4,556
| +12% | +$781K | 0.61% | 32 |
|
|
2023
Q4 | $7.12M | Buy |
36,987
+682
| +2% | +$131K | 1.21% | 22 |
|
|
2023
Q3 | $6.22M | Buy |
36,305
+220
| +0.6% | +$37.7K | 1.19% | 22 |
|
|
2023
Q2 | $7M | Buy |
36,085
+372
| +1% | +$72.2K | 1.31% | 20 |
|
|
2023
Q1 | $5.89M | Sell |
35,713
-1,032
| -3% | -$170K | 1.17% | 21 |
|
|
2022
Q4 | $4.77M | Buy |
36,745
+3,998
| +12% | +$519K | 1.05% | 24 |
|
|
2022
Q3 | $4.53M | Buy |
32,747
+597
| +2% | +$82.5K | 1.11% | 28 |
|
|
2022
Q2 | $4.4M | Sell |
32,150
-71
| -0.2% | -$9.71K | 1.11% | 24 |
|
|
2022
Q1 | $5.63M | Buy |
32,221
+12,239
| +61% | +$2.14M | 1.33% | 21 |
|
|
2021
Q4 | $3.55M | Sell |
19,982
-42
| -0.2% | -$7.46K | 1.27% | 19 |
|
|
2021
Q3 | $2.83M | Sell |
20,024
-1,170
| -6% | -$166K | 1.15% | 21 |
|
|
2021
Q2 | $2.9M | Sell |
21,194
-404
| -2% | -$55.3K | 1.12% | 22 |
|
|
2021
Q1 | $2.64M | Buy |
21,598
+4,566
| +27% | +$558K | 1.15% | 24 |
|
|
2020
Q4 | $2.26M | Buy |
17,032
+93
| +0.5% | +$12.3K | 1.4% | 18 |
|
|
2020
Q3 | $1.96M | Buy |
16,939
+2,607
| +18% | +$302K | 1.29% | 19 |
|
|
2020
Q2 | $1.31M | Sell |
14,332
-36
| -0.3% | -$3.28K | 0.96% | 28 |
|
|
2020
Q1 | $913K | Buy |
14,368
+2,272
| +19% | +$144K | 0.89% | 30 |
|
|
2019
Q4 | $882K | Buy |
+12,096
| New | +$882K | 0.82% | 37 |
|