Phillips Financial Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.22M | Buy |
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|
2025
Q2 | $4.53M | Buy |
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|
2025
Q1 | $4.86M | Buy |
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|
2024
Q4 | $5.41M | Buy |
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|
2024
Q3 | $4.93M | Buy |
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|
2024
Q2 | $4.44M | Buy |
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|
2024
Q1 | $3.42M | Sell |
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|
2023
Q4 | $4.05M | Buy |
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|
2023
Q3 | $3.45M | Buy |
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|
2023
Q2 | $1.78M | Buy |
|
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $951K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.48M | Buy |
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