Northern Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Sell |
18,739
-38
| -0.2% | -$7.8K | 2.89% | 7 |
|
|
2025
Q1 | $4.17M | Buy |
18,777
+130
| +0.7% | +$28.9K | 3.44% | 3 |
|
|
2024
Q4 | $4.67M | Sell |
18,647
-880
| -5% | -$220K | 3.73% | 2 |
|
|
2024
Q3 | $4.55M | Sell |
19,527
-187
| -0.9% | -$43.6K | 3.45% | 3 |
|
|
2024
Q2 | $4.15M | Sell |
19,714
-642
| -3% | -$135K | 3.33% | 3 |
|
|
2024
Q1 | $3.49M | Sell |
20,356
-2,436
| -11% | -$418K | 2.72% | 5 |
|
|
2023
Q4 | $4.39M | Sell |
22,792
-12,150
| -35% | -$2.34M | 3.69% | 3 |
|
|
2023
Q3 | $5.98M | Sell |
34,942
-605
| -2% | -$104K | 5.48% | 2 |
|
|
2023
Q2 | $6.9M | Sell |
35,547
-613
| -2% | -$119K | 6.07% | 2 |
|
|
2023
Q1 | $5.89M | Buy |
+36,160
| New | +$5.89M | 5.55% | 3 |
|