PFA
Pettinga Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.68M | Buy |
47,163
+35
| +0.1% | +$7.18K | 2.12% | 15 |
|
|
2025
Q1 | $10.5M | Sell |
47,128
-72
| -0.2% | -$16K | 2.46% | 9 |
|
|
2024
Q4 | $11.8M | Sell |
47,200
-125
| -0.3% | -$31.3K | 2.67% | 10 |
|
|
2024
Q3 | $11M | Sell |
47,325
-297
| -0.6% | -$69.2K | 2.61% | 11 |
|
|
2024
Q2 | $10M | Buy |
47,622
+481
| +1% | +$101K | 2.51% | 11 |
|
|
2024
Q1 | $8.08M | Sell |
47,141
-910
| -2% | -$156K | 2.06% | 15 |
|
|
2023
Q4 | $9.25M | Buy |
48,051
+1,711
| +4% | +$329K | 2.48% | 10 |
|
|
2023
Q3 | $7.93M | Sell |
46,340
-223
| -0.5% | -$38.2K | 2.4% | 12 |
|
|
2023
Q2 | $9.03M | Buy |
46,563
+65
| +0.1% | +$12.6K | 2.68% | 12 |
|
|
2023
Q1 | $7.67M | Buy |
46,498
+22,179
| +91% | +$3.66M | 2.39% | 13 |
|
|
2022
Q4 | $3.16M | Buy |
24,319
+41
| +0.2% | +$5.33K | 1.03% | 26 |
|
|
2022
Q3 | $3.36M | Sell |
24,278
-29
| -0.1% | -$4.01K | 1.15% | 20 |
|
|
2022
Q2 | $3.32M | Buy |
24,307
+804
| +3% | +$110K | 1% | 25 |
|
|
2022
Q1 | $4.1M | Sell |
23,503
-272
| -1% | -$47.5K | 1.03% | 23 |
|
|
2021
Q4 | $4.22M | Sell |
23,775
-192
| -0.8% | -$34.1K | 1.03% | 25 |
|
|
2021
Q3 | $3.39M | Buy |
23,967
+170
| +0.7% | +$24.1K | 0.86% | 27 |
|
|
2021
Q2 | $3.26M | Sell |
23,797
-80
| -0.3% | -$11K | 0.87% | 31 |
|
|
2021
Q1 | $2.92M | Sell |
23,877
-1,533
| -6% | -$187K | 0.85% | 31 |
|
|
2020
Q4 | $3.37M | Buy |
25,410
+804
| +3% | +$107K | 1.21% | 24 |
|
|
2020
Q3 | $2.85M | Buy |
24,606
+18,379
| +295% | +$2.13M | 1.21% | 25 |
|
|
2020
Q2 | $2.27M | Sell |
6,227
-94
| -1% | -$34.3K | 1.1% | 23 |
|
|
2020
Q1 | $1.61M | Buy |
6,321
+117
| +2% | +$29.7K | 1.08% | 20 |
|
|
2019
Q4 | $1.82M | Sell |
6,204
-52
| -0.8% | -$15.3K | 0.97% | 24 |
|
|
2019
Q3 | $1.4M | Sell |
6,256
-586
| -9% | -$131K | 0.76% | 26 |
|
|
2019
Q2 | $1.35M | Buy |
6,842
+352
| +5% | +$69.7K | 0.7% | 28 |
|
|
2019
Q1 | $1.23M | Buy |
6,490
+679
| +12% | +$129K | 0.66% | 29 |
|
|
2018
Q4 | $917K | Buy |
+5,811
| New | +$917K | 0.6% | 32 |
|