PP
PFS Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
8,154
+1,713
| +27% | +$351K | 0.84% | 21 |
|
|
2025
Q1 | $1.43M | Sell |
6,441
-101
| -2% | -$22.4K | 0.76% | 22 |
|
|
2024
Q4 | $1.64M | Sell |
6,542
-48
| -0.7% | -$12K | 0.88% | 20 |
|
|
2024
Q3 | $1.54M | Sell |
6,590
-255
| -4% | -$59.4K | 0.87% | 21 |
|
|
2024
Q2 | $1.44M | Sell |
6,845
-2,047
| -23% | -$431K | 0.9% | 20 |
|
|
2024
Q1 | $1.52M | Sell |
8,892
-158
| -2% | -$27.1K | 1.01% | 19 |
|
|
2023
Q4 | $1.74M | Sell |
9,050
-371
| -4% | -$71.4K | 1.19% | 20 |
|
|
2023
Q3 | $1.61M | Sell |
9,421
-425
| -4% | -$72.8K | 1.42% | 15 |
|
|
2023
Q2 | $1.91M | Buy |
9,846
+250
| +3% | +$48.5K | 1.6% | 15 |
|
|
2023
Q1 | $1.58M | Buy |
9,596
+25
| +0.3% | +$4.12K | 1.55% | 13 |
|
|
2022
Q4 | $1.24M | Sell |
9,571
-2,636
| -22% | -$342K | 1.31% | 13 |
|
|
2022
Q3 | $1.69M | Buy |
12,207
+127
| +1% | +$17.6K | 1.82% | 12 |
|
|
2022
Q2 | $1.65M | Sell |
12,080
-154
| -1% | -$21.1K | 1.61% | 13 |
|
|
2022
Q1 | $2.14M | Buy |
12,234
+579
| +5% | +$101K | 1.85% | 12 |
|
|
2021
Q4 | $2.07M | Buy |
+11,655
| New | +$2.07M | 1.53% | 13 |
|