Novak & Powell Financial Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.02M | Sell |
39,069
-137
| -0.3% | -$28.1K | 5.56% | 4 |
|
|
2025
Q1 | $8.71M | Sell |
39,206
-376
| -0.9% | -$83.5K | 5.42% | 3 |
|
|
2024
Q4 | $9.91M | Buy |
39,582
+66
| +0.2% | +$16.5K | 5.9% | 3 |
|
|
2024
Q3 | $9.21M | Sell |
39,516
-1,701
| -4% | -$396K | 5.34% | 3 |
|
|
2024
Q2 | $8.68M | Buy |
41,217
+69
| +0.2% | +$14.5K | 5.39% | 2 |
|
|
2024
Q1 | $6.86M | Sell |
41,148
-248
| -0.6% | -$41.3K | 5.13% | 4 |
|
|
2023
Q4 | $7.96M | Buy |
+41,396
| New | +$7.96M | 5.31% | 3 |
|