PFA
Pathway Financial Advisers’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.95M | Buy |
24,130
+353
| +1% | +$72.4K | 1.6% | 14 |
|
2025
Q1 | $5.28M | Sell |
23,777
-93
| -0.4% | -$20.7K | 1.81% | 13 |
|
2024
Q4 | $5.98M | Sell |
23,870
-124
| -0.5% | -$31.1K | 2% | 6 |
|
2024
Q3 | $5.59M | Sell |
23,994
-344
| -1% | -$80.2K | 2.53% | 6 |
|
2024
Q2 | $5.1M | Buy |
24,338
+306
| +1% | +$64.1K | 1.83% | 8 |
|
2024
Q1 | $4.12M | Sell |
24,032
-1,974
| -8% | -$339K | 1.48% | 14 |
|
2023
Q4 | $5.01M | Buy |
26,006
+79
| +0.3% | +$15.2K | 1.91% | 8 |
|
2023
Q3 | $4.44M | Buy |
+25,927
| New | +$4.44M | 1.83% | 9 |
|
2023
Q1 | $4.72M | Buy |
28,620
+296
| +1% | +$48.8K | 1.9% | 7 |
|
2022
Q4 | $3.68M | Buy |
+28,324
| New | +$3.68M | 1.49% | 16 |
|