Petix & Botte Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33M | Buy |
30,854
+8
| +0% | +$1.64K | 1.55% | 24 |
|
|
2025
Q1 | $6.85M | Sell |
30,846
-215
| -0.7% | -$47.8K | 1.8% | 19 |
|
|
2024
Q4 | $7.78M | Sell |
31,061
-592
| -2% | -$148K | 2.05% | 16 |
|
|
2024
Q3 | $7.38M | Buy |
31,653
+229
| +0.7% | +$53.4K | 1.96% | 14 |
|
|
2024
Q2 | $6.62M | Buy |
31,424
+12,650
| +67% | +$2.66M | 1.87% | 16 |
|
|
2024
Q1 | $3.22M | Sell |
18,774
-10,554
| -36% | -$1.81M | 0.8% | 41 |
|
|
2023
Q4 | $5.65M | Buy |
29,328
+8
| +0% | +$1.54K | 1.66% | 18 |
|
|
2023
Q3 | $5.02M | Buy |
29,320
+9
| +0% | +$1.54K | 1.58% | 19 |
|
|
2023
Q2 | $5.69M | Buy |
29,311
+15,065
| +106% | +$2.92M | 1.76% | 16 |
|
|
2023
Q1 | $2.35M | Buy |
+14,246
| New | +$2.35M | 1.58% | 20 |
|
|
2022
Q3 | $2.08M | Buy |
15,035
+554
| +4% | +$76.6K | 1.58% | 19 |
|
|
2022
Q2 | $1.98M | Sell |
14,481
-14,991
| -51% | -$2.05M | 1.46% | 20 |
|
|
2022
Q1 | $5.15M | Buy |
29,472
+13,578
| +85% | +$2.37M | 1.59% | 20 |
|
|
2021
Q4 | $2.82M | Sell |
15,894
-15,719
| -50% | -$2.79M | 1.8% | 15 |
|
|
2021
Q3 | $4.47M | Buy |
31,613
+16,992
| +116% | +$2.4M | 1.51% | 17 |
|
|
2021
Q2 | $2M | Sell |
14,621
-319
| -2% | -$43.7K | 1.4% | 19 |
|
|
2021
Q1 | $1.83M | Buy |
14,940
+19
| +0.1% | +$2.32K | 1.35% | 20 |
|
|
2020
Q4 | $1.98M | Buy |
14,921
+707
| +5% | +$93.8K | 1.48% | 20 |
|
|
2020
Q3 | $1.65M | Sell |
14,214
-10,938
| -43% | -$1.27M | 1.31% | 23 |
|
|
2020
Q2 | $1.15M | Buy |
25,152
+11,904
| +90% | +$543K | 0.95% | 26 |
|
|
2020
Q1 | $842K | Buy |
13,248
+1,520
| +13% | +$96.6K | 0.82% | 27 |
|
|
2019
Q4 | $862K | Buy |
+11,728
| New | +$862K | 0.68% | 37 |
|