Petra 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 | $724K | Buy |
3,526
+371
| +12% | +$76.1K | 0.46% | 57 |
|
|
2025
Q1 | $701K | Sell |
3,155
-1,624
| -34% | -$361K | 0.57% | 40 |
|
|
2024
Q4 | $1.2M | Buy |
4,779
+26
| +0.5% | +$6.51K | 0.81% | 33 |
|
|
2024
Q3 | $1.11M | Buy |
4,753
+216
| +5% | +$50.3K | 0.73% | 40 |
|
|
2024
Q2 | $955K | Sell |
4,537
-108
| -2% | -$22.7K | 0.69% | 46 |
|
|
2024
Q1 | $846K | Sell |
4,645
-398
| -8% | -$72.5K | 0.62% | 48 |
|
|
2023
Q4 | $971K | Sell |
5,043
-1,001
| -17% | -$193K | 0.81% | 37 |
|
|
2023
Q3 | $1.03M | Buy |
6,044
+2,040
| +51% | +$349K | 0.86% | 34 |
|
|
2023
Q2 | $777K | Sell |
4,004
-2,198
| -35% | -$426K | 0.69% | 45 |
|
|
2023
Q1 | $1.02M | Buy |
6,202
+2,549
| +70% | +$420K | 1.01% | 25 |
|
|
2022
Q4 | $475K | Buy |
+3,653
| New | +$475K | 0.52% | 50 |
|