Pacific Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
+1,062
| New | +$218K | 0.17% | 58 |
|
|
2024
Q3 | – | Sell |
-1,309
| Closed | -$276K | – | 56 |
|
|
2024
Q2 | $276K | Buy |
1,309
+97
| +8% | +$20.4K | 0.2% | 52 |
|
|
2024
Q1 | $208K | Buy |
+1,212
| New | +$208K | 0.14% | 57 |
|
|
2020
Q4 | – | Sell |
-399
| Closed | -$46K | – | 57 |
|
|
2020
Q3 | $46K | Buy |
+399
| New | +$46K | 0.04% | 67 |
|
|
2020
Q1 | – | Sell |
-14,552
| Closed | -$1.07M | – | 51 |
|
|
2019
Q4 | $1.07M | Sell |
14,552
-2,532
| -15% | -$186K | 0.11% | 60 |
|
|
2019
Q3 | $845K | Sell |
17,084
-732
| -4% | -$36.2K | 0.09% | 56 |
|
|
2019
Q2 | $846K | Buy |
+17,816
| New | +$846K | 0.1% | 52 |
|
|
2015
Q1 | – | Sell |
-22,540
| Closed | -$622K | – | 50 |
|
|
2014
Q4 | $622K | Buy |
+22,540
| New | +$622K | 0.18% | 29 |
|
|
2014
Q2 | – | Sell |
-840
| Closed | -$16K | – | 49 |
|
|
2014
Q1 | $16K | Buy |
+840
| New | +$16K | 0.01% | 45 |
|