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