Physicians Financial Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.3M | Sell |
216,046
-4,434
| -2% | -$910K | 13.2% | 1 |
|
|
2025
Q1 | $49M | Buy |
220,480
+422
| +0.2% | +$93.7K | 15.57% | 1 |
|
|
2024
Q4 | $55.1M | Buy |
220,058
+1,629
| +0.7% | +$408K | 16.73% | 1 |
|
|
2024
Q3 | $50.9M | Sell |
218,429
-2,638
| -1% | -$615K | 15.83% | 1 |
|
|
2024
Q2 | $46.6M | Buy |
221,067
+8,477
| +4% | +$1.79M | 15.14% | 1 |
|
|
2024
Q1 | $36.5M | Sell |
212,590
-65
| -0% | -$11.1K | 12.84% | 1 |
|
|
2023
Q4 | $40.9M | Sell |
212,655
-56
| -0% | -$10.8K | 15.52% | 1 |
|
|
2023
Q3 | $36.4M | Buy |
212,711
+2,596
| +1% | +$444K | 14.9% | 1 |
|
|
2023
Q2 | $40.8M | Sell |
210,115
-648
| -0.3% | -$126K | 16% | 1 |
|
|
2023
Q1 | $34.8M | Buy |
210,763
+2,166
| +1% | +$357K | 14.7% | 1 |
|
|
2022
Q4 | $27.1M | Buy |
208,597
+316
| +0.2% | +$41.1K | 12.2% | 1 |
|
|
2022
Q3 | $28.8M | Sell |
208,281
-10,142
| -5% | -$1.4M | 13.91% | 1 |
|
|
2022
Q2 | $29.9M | Buy |
218,423
+9,617
| +5% | +$1.31M | 13.29% | 1 |
|
|
2022
Q1 | $36.5M | Buy |
208,806
+2,640
| +1% | +$461K | 13.92% | 1 |
|
|
2021
Q4 | $36.6M | Sell |
206,166
-1,306
| -0.6% | -$232K | 13.54% | 1 |
|
|
2021
Q3 | $29.4M | Sell |
207,472
-1,605
| -0.8% | -$227K | 11.89% | 1 |
|
|
2021
Q2 | $28.6M | Sell |
209,077
-11,361
| -5% | -$1.56M | 11.74% | 1 |
|
|
2021
Q1 | $26.9M | Buy |
220,438
+12,152
| +6% | +$1.48M | 11.54% | 1 |
|
|
2020
Q4 | $27.6M | Sell |
208,286
-8,763
| -4% | -$1.16M | 13.34% | 1 |
|
|
2020
Q3 | $25.1M | Sell |
217,049
-3,331
| -2% | -$386K | 12.55% | 1 |
|
|
2020
Q2 | $20.1M | Buy |
220,380
+2,288
| +1% | +$209K | 11.11% | 1 |
|
|
2020
Q1 | $13.9M | Sell |
218,092
-5,488
| -2% | -$349K | 9.53% | 1 |
|
|
2019
Q4 | $16.4M | Sell |
223,580
-2,740
| -1% | -$201K | 8.88% | 1 |
|
|
2019
Q3 | $12.7M | Buy |
226,320
+412
| +0.2% | +$23.1K | 7.25% | 1 |
|
|
2019
Q2 | $11.2M | Buy |
225,908
+7,080
| +3% | +$350K | 6.58% | 1 |
|
|
2019
Q1 | $10.4M | Buy |
218,828
+7,916
| +4% | +$376K | 6.46% | 1 |
|
|
2018
Q4 | $8.32M | Buy |
210,912
+22,736
| +12% | +$897K | 6.05% | 1 |
|
|
2018
Q3 | $10.6M | Sell |
188,176
-296
| -0.2% | -$16.7K | 7.3% | 1 |
|
|
2018
Q2 | $8.72M | Buy |
188,472
+608
| +0.3% | +$28.1K | 6.53% | 1 |
|
|
2018
Q1 | $7.82M | Buy |
187,864
+10,108
| +6% | +$421K | 6.21% | 1 |
|
|
2017
Q4 | $7.52M | Buy |
177,756
+476
| +0.3% | +$20.1K | 5.74% | 1 |
|
|
2017
Q3 | $6.83M | Sell |
177,280
-100
| -0.1% | -$3.85K | 5.59% | 1 |
|
|
2017
Q2 | $6.39M | Sell |
177,380
-10,548
| -6% | -$380K | 5.41% | 1 |
|
|
2017
Q1 | $6.75M | Sell |
187,928
-69,760
| -27% | -$2.51M | 5.82% | 1 |
|
|
2016
Q4 | $6.63M | Buy |
257,688
+1,196
| +0.5% | +$30.8K | 5.44% | 1 |
|
|
2016
Q3 | $7.25M | Buy |
256,492
+2,916
| +1% | +$82.4K | 6.04% | 1 |
|
|
2016
Q2 | $6.06M | Buy |
253,576
+188
| +0.1% | +$4.49K | 5.3% | 1 |
|
|
2016
Q1 | $6.9M | Buy |
253,388
+6,024
| +2% | +$164K | 6.25% | 1 |
|
|
2015
Q4 | $6.51M | Buy |
+247,364
| New | +$6.51M | 6.01% | 1 |
|