PFW 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 | $4.68M | Sell |
22,792
-2,107
| -8% | -$432K | 1.44% | 15 |
|
|
2025
Q1 | $5.53M | Sell |
24,899
-47
| -0.2% | -$10.4K | 1.73% | 15 |
|
|
2024
Q4 | $6.25M | Buy |
+24,946
| New | +$6.25M | 1.92% | 13 |
|
|
2024
Q2 | $5.15M | Sell |
24,450
-373
| -2% | -$78.6K | 1.64% | 15 |
|
|
2024
Q1 | $4.26M | Sell |
24,823
-1,598
| -6% | -$274K | 1.3% | 17 |
|
|
2023
Q4 | $5.09M | Buy |
26,421
+2,988
| +13% | +$575K | 1.63% | 15 |
|
|
2023
Q3 | $4.01M | Buy |
23,433
+56
| +0.2% | +$9.59K | 1.42% | 16 |
|
|
2023
Q2 | $4.16M | Buy |
+23,377
| New | +$4.16M | 1.39% | 16 |
|
|
2019
Q3 | $5.87M | Buy |
+100,784
| New | +$5.87M | 1.78% | 14 |
|