PCS
Personal CFO Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5M | Buy |
109,455
+213
| +0.2% | +$43.7K | 4.15% | 2 |
|
|
2025
Q1 | $24.3M | Sell |
109,242
-375
| -0.3% | -$83.3K | 4.93% | 2 |
|
|
2024
Q4 | $27.5M | Buy |
109,617
+3,588
| +3% | +$899K | 5.4% | 2 |
|
|
2024
Q3 | $24.7M | Buy |
106,029
+9,514
| +10% | +$2.22M | 3.45% | 2 |
|
|
2024
Q2 | $20.3M | Buy |
96,515
+10,371
| +12% | +$2.18M | 3.12% | 2 |
|
|
2024
Q1 | $14.8M | Buy |
86,144
+210
| +0.2% | +$36K | 2.31% | 4 |
|
|
2023
Q4 | $16.5M | Buy |
85,934
+4,341
| +5% | +$836K | 2.86% | 4 |
|
|
2023
Q3 | $14M | Sell |
81,593
-2,068
| -2% | -$354K | 2.76% | 4 |
|
|
2023
Q2 | $16.2M | Buy |
83,661
+3,027
| +4% | +$587K | 3.29% | 3 |
|
|
2023
Q1 | $13.3M | Sell |
80,634
-6,235
| -7% | -$1.03M | 2.75% | 4 |
|
|
2022
Q4 | $11.3M | Buy |
86,869
+1,259
| +1% | +$164K | 2.39% | 4 |
|
|
2022
Q3 | $11.8M | Sell |
85,610
-1,663
| -2% | -$230K | 2.97% | 4 |
|
|
2022
Q2 | $11.9M | Buy |
87,273
+4,177
| +5% | +$571K | 2.8% | 4 |
|
|
2022
Q1 | $14.5M | Buy |
83,096
+3,067
| +4% | +$536K | 2.86% | 4 |
|
|
2021
Q4 | $14.2M | Buy |
80,029
+700
| +0.9% | +$124K | 2.66% | 6 |
|
|
2021
Q3 | $11.2M | Buy |
79,329
+11,213
| +16% | +$1.59M | 2.3% | 7 |
|
|
2021
Q2 | $9.33M | Sell |
68,116
-5,979
| -8% | -$819K | 1.91% | 8 |
|
|
2021
Q1 | $9.05M | Buy |
74,095
+369
| +0.5% | +$45.1K | 1.96% | 8 |
|
|
2020
Q4 | $9.78M | Buy |
73,726
+1,477
| +2% | +$196K | 2.42% | 6 |
|
|
2020
Q3 | $8K | Buy |
72,249
+53,663
| +289% | +$5.94K | 2.67% | 6 |
|
|
2020
Q2 | $6.78M | Sell |
18,586
-216
| -1% | -$78.8K | 2.01% | 6 |
|
|
2020
Q1 | $4.78M | Sell |
18,802
-626
| -3% | -$159K | 1.72% | 7 |
|
|
2019
Q4 | $5.71M | Buy |
+19,428
| New | +$5.71M | 1.64% | 8 |
|