NFA
Northwest Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Sell |
18,638
-45,672
| -71% | -$9.37M | 5.34% | 2 |
|
|
2025
Q1 | $14.3M | Sell |
64,310
-275
| -0.4% | -$61.1K | 11.85% | 1 |
|
|
2024
Q4 | $16.2M | Sell |
64,585
-1,537
| -2% | -$385K | 13.36% | 1 |
|
|
2024
Q3 | $15.4M | Buy |
66,122
+558
| +0.9% | +$130K | 12.26% | 1 |
|
|
2024
Q2 | $13.8M | Sell |
65,564
-1,583
| -2% | -$333K | 14.04% | 1 |
|
|
2024
Q1 | $11.5M | Sell |
67,147
-7,382
| -10% | -$1.27M | 12.64% | 1 |
|
|
2023
Q4 | $14.3M | Buy |
+74,529
| New | +$14.3M | 12.19% | 2 |
|