Peak Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Sell |
15,777
-1,946
| -11% | -$399K | 1.66% | 14 |
|
|
2025
Q1 | $3.94M | Buy |
17,723
+840
| +5% | +$187K | 2% | 10 |
|
|
2024
Q4 | $4.23M | Buy |
16,883
+12,020
| +247% | +$3.01M | 2.2% | 10 |
|
|
2024
Q3 | $1.13M | Sell |
4,863
-5
| -0.1% | -$1.17K | 0.58% | 40 |
|
|
2024
Q2 | $1.03M | Sell |
4,868
-15,032
| -76% | -$3.17M | 0.59% | 40 |
|
|
2024
Q1 | $3.41M | Buy |
19,900
+2,301
| +13% | +$395K | 2.08% | 11 |
|
|
2023
Q4 | $3.39M | Buy |
17,599
+3,603
| +26% | +$694K | 2.26% | 10 |
|
|
2023
Q3 | $2.4M | Buy |
13,996
+1,629
| +13% | +$279K | 2.59% | 13 |
|
|
2023
Q2 | $2.4M | Sell |
12,367
-3,955
| -24% | -$767K | 1.88% | 17 |
|
|
2023
Q1 | $2.69M | Buy |
16,322
+11,161
| +216% | +$1.84M | 2.27% | 12 |
|
|
2022
Q4 | $671K | Sell |
5,161
-124
| -2% | -$16.1K | 0.61% | 34 |
|
|
2022
Q3 | $730K | Sell |
5,285
-16
| -0.3% | -$2.21K | 0.9% | 33 |
|
|
2022
Q2 | $725K | Sell |
5,301
-334
| -6% | -$45.7K | 0.72% | 36 |
|
|
2022
Q1 | $984K | Buy |
5,635
+2
| +0% | +$349 | 0.84% | 37 |
|
|
2021
Q4 | $1M | Sell |
5,633
-45
| -0.8% | -$7.99K | 0.77% | 32 |
|
|
2021
Q3 | $803K | Buy |
5,678
+42
| +0.7% | +$5.94K | 0.71% | 32 |
|
|
2021
Q2 | $772K | Buy |
5,636
+34
| +0.6% | +$4.66K | 0.66% | 39 |
|
|
2021
Q1 | $684K | Sell |
5,602
-38
| -0.7% | -$4.64K | 0.58% | 43 |
|
|
2020
Q4 | $748K | Buy |
+5,640
| New | +$748K | 0.64% | 40 |
|