Phillips Financial Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Buy |
22,095
+237
| +1% | +$48.6K | 0.33% | 54 |
|
|
2025
Q1 | $4.86M | Buy |
21,858
+265
| +1% | +$58.9K | 0.38% | 53 |
|
|
2024
Q4 | $5.41M | Buy |
21,593
+425
| +2% | +$106K | 0.43% | 47 |
|
|
2024
Q3 | $4.93M | Buy |
21,168
+82
| +0.4% | +$19.1K | 0.38% | 53 |
|
|
2024
Q2 | $4.44M | Buy |
21,086
+1,164
| +6% | +$245K | 0.37% | 56 |
|
|
2024
Q1 | $3.42M | Sell |
19,922
-1,109
| -5% | -$190K | 0.28% | 61 |
|
|
2023
Q4 | $4.05M | Buy |
21,031
+875
| +4% | +$168K | 0.35% | 56 |
|
|
2023
Q3 | $3.45M | Buy |
20,156
+10,962
| +119% | +$1.88M | 0.33% | 60 |
|
|
2023
Q2 | $1.78M | Buy |
9,194
+535
| +6% | +$104K | 0.17% | 83 |
|
|
2023
Q1 | $1.43M | Sell |
8,659
-399
| -4% | -$65.8K | 0.14% | 84 |
|
|
2022
Q4 | $1.18M | Buy |
9,058
+2,178
| +32% | +$283K | 0.12% | 87 |
|
|
2022
Q3 | $951K | Buy |
+6,880
| New | +$951K | 0.1% | 89 |
|
|
2022
Q2 | – | Sell |
-8,468
| Closed | -$1.48M | – | 105 |
|
|
2022
Q1 | $1.48M | Buy |
+8,468
| New | +$1.48M | 0.14% | 72 |
|