PFA
Pathway Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Sell |
15,448
-7,587
| -33% | -$1.56M | 0.46% | 28 |
|
|
2025
Q1 | $5.12M | Sell |
23,035
-16
| -0.1% | -$3.55K | 0.92% | 22 |
|
|
2024
Q4 | $5.77M | Buy |
23,051
+1,495
| +7% | +$374K | 1.33% | 16 |
|
|
2024
Q3 | $5.02M | Buy |
21,556
+313
| +1% | +$72.9K | 1.29% | 16 |
|
|
2024
Q2 | $4.47M | Buy |
21,243
+104
| +0.5% | +$21.9K | 1.21% | 16 |
|
|
2024
Q1 | $3.62M | Sell |
21,139
-2,204
| -9% | -$378K | 0.98% | 17 |
|
|
2023
Q4 | $4.49M | Buy |
23,343
+4,698
| +25% | +$905K | 1.3% | 14 |
|
|
2023
Q3 | $3.19M | Buy |
18,645
+503
| +3% | +$86.1K | 1.09% | 14 |
|
|
2023
Q2 | $3.52M | Buy |
18,142
+28
| +0.2% | +$5.43K | 1.15% | 14 |
|
|
2023
Q1 | $2.99M | Hold |
18,114
| – | – | 1.01% | 14 |
|
|
2022
Q4 | $2.35M | Buy |
18,114
+53
| +0.3% | +$6.89K | 0.73% | 17 |
|
|
2022
Q3 | $2.5M | Buy |
18,061
+373
| +2% | +$51.5K | 0.86% | 14 |
|
|
2022
Q2 | $2.42M | Buy |
17,688
+203
| +1% | +$27.8K | 1.01% | 14 |
|
|
2022
Q1 | $3.05M | Sell |
17,485
-103
| -0.6% | -$18K | 1.14% | 13 |
|
|
2021
Q4 | $3.07M | Buy |
+17,588
| New | +$3.07M | 1.1% | 13 |
|
|
2021
Q1 | $2.28M | Buy |
17,866
+100
| +0.6% | +$12.7K | 0.9% | 17 |
|
|
2020
Q4 | $2.15M | Sell |
17,766
-747
| -4% | -$90.6K | 0.89% | 17 |
|
|
2020
Q3 | $2.16M | Buy |
18,513
+13,811
| +294% | +$1.61M | 0.84% | 16 |
|
|
2020
Q2 | $1.72M | Buy |
4,702
+31
| +0.7% | +$11.3K | 0.52% | 20 |
|
|
2020
Q1 | $1.13M | Hold |
4,671
| – | – | 0.38% | 25 |
|
|
2019
Q4 | $1.48M | Sell |
4,671
-70
| -1% | -$22.2K | 0.42% | 30 |
|
|
2019
Q3 | $1.23M | Sell |
4,741
-20
| -0.4% | -$5.2K | 0.35% | 35 |
|
|
2019
Q2 | $942K | Sell |
4,761
-1
| -0% | -$198 | 0.28% | 37 |
|
|
2019
Q1 | $905K | Buy |
4,762
+289
| +6% | +$54.9K | 0.28% | 37 |
|
|
2018
Q4 | $706K | Hold |
4,473
| – | – | 0.4% | 36 |
|
|
2018
Q3 | $674K | Hold |
4,473
| – | – | 0.37% | 38 |
|
|
2018
Q2 | $828K | Hold |
4,473
| – | – | 0.49% | 31 |
|
|
2018
Q1 | $750K | Buy |
4,473
+154
| +4% | +$25.8K | 0.44% | 32 |
|
|
2017
Q4 | $731K | Buy |
+4,319
| New | +$731K | 0.42% | 33 |
|