Paragon Financial Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.22M | Buy |
25,430
+11
| +0% | +$2.26K | 3.56% | 8 |
|
2025
Q1 | $5.65M | Buy |
25,419
+171
| +0.7% | +$38K | 4.42% | 7 |
|
2024
Q4 | $6.32M | Sell |
25,248
-3,385
| -12% | -$848K | 4.76% | 7 |
|
2024
Q3 | $6.67M | Buy |
28,633
+11
| +0% | +$2.56K | 4.89% | 6 |
|
2024
Q2 | $6.03M | Buy |
28,622
+12
| +0% | +$2.53K | 4.7% | 6 |
|
2024
Q1 | $4.91M | Sell |
28,610
-340
| -1% | -$58.3K | 4.04% | 6 |
|
2023
Q4 | $5.57M | Buy |
28,950
+279
| +1% | +$53.7K | 5.35% | 5 |
|
2023
Q3 | $4.91M | Sell |
28,671
-35
| -0.1% | -$5.99K | 5.1% | 5 |
|
2023
Q2 | $5.57M | Buy |
28,706
+33
| +0.1% | +$6.4K | 5.26% | 6 |
|
2023
Q1 | $4.73M | Sell |
28,673
-34
| -0.1% | -$5.61K | 4.95% | 5 |
|
2022
Q4 | $3.73M | Buy |
28,707
+10
| +0% | +$1.3K | 4.13% | 5 |
|
2022
Q3 | $3.97M | Sell |
28,697
-2,476
| -8% | -$342K | 4.46% | 6 |
|
2022
Q2 | $4.26M | Buy |
31,173
+3,308
| +12% | +$452K | 4.38% | 6 |
|
2022
Q1 | $4.87M | Buy |
27,865
+9
| +0% | +$1.57K | 4.24% | 6 |
|
2021
Q4 | $4.95M | Buy |
+27,856
| New | +$4.95M | 4.06% | 6 |
|