Peterson Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $660K | Buy |
2,834
+37
| +1% | +$8.62K | 2.54% | 7 |
|
|
2024
Q2 | $589K | Buy |
2,797
+148
| +6% | +$31.2K | 3.59% | 10 |
|
|
2024
Q1 | $454K | Sell |
2,649
-59
| -2% | -$10.1K | 2.97% | 11 |
|
|
2023
Q4 | $521K | Buy |
2,708
+726
| +37% | +$140K | 3.42% | 10 |
|
|
2023
Q3 | $339K | Buy |
1,982
+20
| +1% | +$3.42K | 3.37% | 12 |
|
|
2023
Q2 | $381K | Sell |
1,962
-424
| -18% | -$82.3K | 3.49% | 11 |
|
|
2023
Q1 | $393K | Sell |
2,386
-35,180
| -94% | -$5.8M | 3.96% | 10 |
|
|
2022
Q4 | $4.88M | Sell |
37,566
-19,881
| -35% | -$2.58M | 6.45% | 2 |
|
|
2022
Q3 | $7.94M | Buy |
57,447
+987
| +2% | +$136K | 7.72% | 1 |
|
|
2022
Q2 | $7.72M | Buy |
56,460
+3,105
| +6% | +$425K | 7.27% | 2 |
|
|
2022
Q1 | $9.32M | Buy |
53,355
+683
| +1% | +$119K | 7.72% | 1 |
|
|
2021
Q4 | $9.35M | Buy |
+52,672
| New | +$9.35M | 7.63% | 1 |
|