Nvest Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Buy |
38,250
+3,465
| +10% | +$711K | 4.09% | 4 |
|
|
2025
Q1 | $7.73M | Sell |
34,785
-706
| -2% | -$157K | 4.14% | 4 |
|
|
2024
Q4 | $8.89M | Buy |
35,491
+1,943
| +6% | +$487K | 4.51% | 3 |
|
|
2024
Q3 | $7.82M | Sell |
33,548
-317
| -0.9% | -$73.9K | 4.46% | 4 |
|
|
2024
Q2 | $7.13M | Sell |
33,865
-521
| -2% | -$110K | 4.39% | 5 |
|
|
2024
Q1 | $5.9M | Buy |
34,386
+1,299
| +4% | +$223K | 3.93% | 5 |
|
|
2023
Q4 | $6.37M | Buy |
33,087
+842
| +3% | +$162K | 5.01% | 5 |
|
|
2023
Q3 | $5.52M | Sell |
32,245
-159
| -0.5% | -$27.2K | 5.16% | 5 |
|
|
2023
Q2 | $6.29M | Sell |
32,404
-1,190
| -4% | -$231K | 5.5% | 5 |
|
|
2023
Q1 | $5.54M | Buy |
33,594
+7,055
| +27% | +$1.16M | 5.77% | 4 |
|
|
2022
Q4 | $3.45M | Buy |
26,539
+813
| +3% | +$106K | 4.31% | 6 |
|
|
2022
Q3 | $3.56M | Sell |
25,726
-178
| -0.7% | -$24.6K | 5.03% | 5 |
|
|
2022
Q2 | $3.54M | Buy |
25,904
+179
| +0.7% | +$24.5K | 3.72% | 6 |
|
|
2022
Q1 | $4.49M | Buy |
+25,725
| New | +$4.49M | 3.69% | 8 |
|