PFGIA
Patriot Financial Group Insurance Agency’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Buy |
78,885
+5,774
| +8% | +$1.18M | 1.86% | 4 |
|
|
2025
Q1 | $16.2M | Buy |
73,111
+309
| +0.4% | +$68.6K | 2.18% | 3 |
|
|
2024
Q4 | $18.2M | Sell |
72,802
-871
| -1% | -$218K | 2.44% | 4 |
|
|
2024
Q3 | $17.2M | Sell |
73,673
-2,680
| -4% | -$624K | 2.31% | 4 |
|
|
2024
Q2 | $16.1M | Sell |
76,353
-1,275
| -2% | -$269K | 2.37% | 5 |
|
|
2024
Q1 | $13.3M | Buy |
77,628
+514
| +0.7% | +$88.1K | 2.12% | 5 |
|
|
2023
Q4 | $14.8M | Sell |
77,114
-1,405
| -2% | -$271K | 2.8% | 3 |
|
|
2023
Q3 | $13.4M | Sell |
78,519
-969
| -1% | -$166K | 2.78% | 3 |
|
|
2023
Q2 | $15.4M | Sell |
79,488
-1,111
| -1% | -$216K | 2.91% | 3 |
|
|
2023
Q1 | $13.3M | Buy |
80,599
+2,826
| +4% | +$466K | 2.7% | 3 |
|
|
2022
Q4 | $10.1M | Sell |
77,773
-1,010
| -1% | -$131K | 1.36% | 4 |
|
|
2022
Q3 | $10.9M | Sell |
78,783
-610
| -0.8% | -$84.3K | 2.65% | 3 |
|
|
2022
Q2 | $10.9M | Sell |
79,393
-5,163
| -6% | -$706K | 2.2% | 4 |
|
|
2022
Q1 | $14.8M | Sell |
84,556
-7,814
| -8% | -$1.36M | 2.63% | 3 |
|
|
2021
Q4 | $16.4M | Sell |
92,370
-10,924
| -11% | -$1.94M | 2.72% | 3 |
|
|
2021
Q3 | $14.6M | Sell |
103,294
-5,703
| -5% | -$807K | 2.59% | 3 |
|
|
2021
Q2 | $14.9M | Buy |
108,997
+9,476
| +10% | +$1.3M | 2.73% | 3 |
|
|
2021
Q1 | $12.2M | Sell |
99,521
-14,396
| -13% | -$1.76M | 2.79% | 2 |
|
|
2020
Q4 | $15.1M | Buy |
113,917
+21,091
| +23% | +$2.8M | 3.79% | 2 |
|
|
2020
Q3 | $10.8M | Buy |
92,826
+69,081
| +291% | +$8M | 3.5% | 2 |
|
|
2020
Q2 | $8.66M | Buy |
23,745
+292
| +1% | +$107K | 3.31% | 3 |
|
|
2020
Q1 | $5.96M | Sell |
23,453
-575
| -2% | -$146K | 2.72% | 4 |
|
|
2019
Q4 | $7.06M | Sell |
24,028
-359
| -1% | -$105K | 2.65% | 5 |
|
|
2019
Q3 | $5.46M | Sell |
24,387
-2,405
| -9% | -$539K | 2.46% | 5 |
|
|
2019
Q2 | $5.43M | Buy |
26,792
+391
| +1% | +$79.3K | 2.34% | 6 |
|
|
2019
Q1 | $5.01M | Buy |
26,401
+4,134
| +19% | +$784K | 2.57% | 6 |
|
|
2018
Q4 | $3.51M | Buy |
22,267
+3,231
| +17% | +$510K | 2.31% | 7 |
|
|
2018
Q3 | $4.3M | Buy |
19,036
+15,955
| +518% | +$3.6M | 2.56% | 6 |
|
|
2018
Q2 | $570K | Sell |
3,081
-17,006
| -85% | -$3.15M | 0.61% | 30 |
|
|
2018
Q1 | $3.35M | Buy |
20,087
+3,638
| +22% | +$606K | 2.48% | 5 |
|
|
2017
Q4 | $2.86M | Buy |
16,449
+4,201
| +34% | +$730K | 2.14% | 9 |
|
|
2017
Q3 | $1.91M | Buy |
12,248
+1,766
| +17% | +$275K | 1.7% | 10 |
|
|
2017
Q2 | $1.52M | Buy |
10,482
+408
| +4% | +$59.2K | 1.58% | 9 |
|
|
2017
Q1 | $1.45M | Buy |
10,074
+579
| +6% | +$83.3K | 1.53% | 10 |
|
|
2016
Q4 | $1.14M | Buy |
+9,495
| New | +$1.14M | 1.56% | 9 |
|