PFA
Pinnacle Family Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Sell |
25,122
-1,038
| -4% | -$212K | 2.49% | 9 |
|
|
2025
Q1 | $5.81M | Sell |
26,160
-5
| -0% | -$1.11K | 3.16% | 6 |
|
|
2024
Q4 | $6.55M | Sell |
26,165
-726
| -3% | -$182K | 3.17% | 5 |
|
|
2024
Q3 | $6.27M | Sell |
26,891
-185
| -0.7% | -$43.1K | 3.25% | 5 |
|
|
2024
Q2 | $5.7M | Sell |
27,076
-251
| -0.9% | -$52.9K | 3.15% | 7 |
|
|
2024
Q1 | $4.69M | Sell |
27,327
-524
| -2% | -$89.9K | 2.5% | 13 |
|
|
2023
Q4 | $5.36M | Sell |
27,851
-84,975
| -75% | -$16.4M | 3.15% | 8 |
|
|
2023
Q3 | $19.3M | Sell |
112,826
-61
| -0.1% | -$10.4K | 11.07% | 2 |
|
|
2023
Q2 | $21.9M | Sell |
112,887
-1,843
| -2% | -$357K | 11.82% | 2 |
|
|
2023
Q1 | $18.9M | Sell |
114,730
-1,626
| -1% | -$268K | 11.52% | 2 |
|
|
2022
Q4 | $15.1M | Sell |
116,356
-2,088
| -2% | -$271K | 10.8% | 2 |
|
|
2022
Q3 | $16.4M | Buy |
118,444
+4,850
| +4% | +$670K | 14.18% | 1 |
|
|
2022
Q2 | $15.5M | Buy |
113,594
+7,857
| +7% | +$1.07M | 12.68% | 1 |
|
|
2022
Q1 | $18.5M | Sell |
105,737
-8,728
| -8% | -$1.52M | 9.83% | 1 |
|
|
2021
Q4 | $20.3M | Buy |
114,465
+35
| +0% | +$6.22K | 9.2% | 2 |
|
|
2021
Q3 | $16.2M | Buy |
114,430
+1,304
| +1% | +$185K | 7.24% | 2 |
|
|
2021
Q2 | $15.5M | Buy |
113,126
+6,218
| +6% | +$852K | 6.77% | 1 |
|
|
2021
Q1 | $13.1M | Sell |
106,908
-11,524
| -10% | -$1.41M | 6.85% | 1 |
|
|
2020
Q4 | $15.7M | Sell |
118,432
-12,856
| -10% | -$1.71M | 9.62% | 1 |
|
|
2020
Q3 | $15.2M | Buy |
131,288
+109,147
| +493% | +$12.6M | 10.28% | 1 |
|
|
2020
Q2 | $8.08M | Buy |
22,141
+940
| +4% | +$343K | 7.05% | 5 |
|
|
2020
Q1 | $5.39M | Buy |
21,201
+1,431
| +7% | +$364K | 6.49% | 4 |
|
|
2019
Q4 | $5.81M | Buy |
19,770
+1,951
| +11% | +$573K | 5.23% | 4 |
|
|
2019
Q3 | $3.99M | Sell |
17,819
-88
| -0.5% | -$19.7K | 3.52% | 8 |
|
|
2019
Q2 | $3.54M | Buy |
17,907
+2,264
| +14% | +$448K | 2.94% | 10 |
|
|
2019
Q1 | $2.97M | Sell |
15,643
-825
| -5% | -$157K | 2.64% | 13 |
|
|
2018
Q4 | $2.6M | Buy |
16,468
+4,058
| +33% | +$640K | 1.75% | 16 |
|
|
2018
Q3 | $2.8M | Buy |
12,410
+302
| +2% | +$68.2K | 1.48% | 16 |
|
|
2018
Q2 | $2.24M | Buy |
12,108
+373
| +3% | +$69K | 1.19% | 18 |
|
|
2018
Q1 | $1.97M | Sell |
11,735
-506
| -4% | -$84.9K | 1.12% | 19 |
|
|
2017
Q4 | $2.07M | Sell |
12,241
-1,548
| -11% | -$262K | 0.96% | 29 |
|
|
2017
Q3 | $2.13M | Buy |
13,789
+335
| +2% | +$51.6K | 1% | 26 |
|
|
2017
Q2 | $1.94M | Buy |
13,454
+2,035
| +18% | +$293K | 1.08% | 22 |
|
|
2017
Q1 | $1.64M | Buy |
11,419
+3,463
| +44% | +$498K | 1.02% | 18 |
|
|
2016
Q4 | $921K | Buy |
+7,956
| New | +$921K | 0.56% | 38 |
|