PFA
Plotkin Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.84M | Sell |
28,466
-102
| -0.4% | -$20.9K | 3.22% | 10 |
|
|
2025
Q1 | $6.35M | Sell |
28,568
-122
| -0.4% | -$27.1K | 3.9% | 9 |
|
|
2024
Q4 | $7.18M | Sell |
28,690
-41
| -0.1% | -$10.3K | 4.26% | 8 |
|
|
2024
Q3 | $6.69M | Sell |
28,731
-21
| -0.1% | -$4.89K | 4.01% | 8 |
|
|
2024
Q2 | $6.06M | Sell |
28,752
-1,633
| -5% | -$344K | 3.89% | 9 |
|
|
2024
Q1 | $5.21M | Buy |
30,385
+844
| +3% | +$145K | 3.45% | 10 |
|
|
2023
Q4 | $5.69M | Sell |
29,541
-731
| -2% | -$141K | 4.33% | 8 |
|
|
2023
Q3 | $5.18M | Buy |
30,272
+748
| +3% | +$128K | 4.56% | 7 |
|
|
2023
Q2 | $5.73M | Sell |
29,524
-3,057
| -9% | -$593K | 4.76% | 4 |
|
|
2023
Q1 | $5.37M | Buy |
32,581
+140
| +0.4% | +$23.1K | 5% | 6 |
|
|
2022
Q4 | $4.22M | Sell |
32,441
-531
| -2% | -$69K | 4.28% | 7 |
|
|
2022
Q3 | $4.56M | Sell |
32,972
-90
| -0.3% | -$12.4K | 4.61% | 8 |
|
|
2022
Q2 | $4.52M | Buy |
33,062
+168
| +0.5% | +$23K | 4.3% | 8 |
|
|
2022
Q1 | $5.74M | Buy |
32,894
+1,955
| +6% | +$341K | 4.01% | 10 |
|
|
2021
Q4 | $5.49M | Sell |
30,939
-1,694
| -5% | -$301K | 3.47% | 11 |
|
|
2021
Q3 | $4.62M | Sell |
32,633
-878
| -3% | -$124K | 2.75% | 14 |
|
|
2021
Q2 | $4.59M | Sell |
33,511
-1,289
| -4% | -$177K | 2.54% | 14 |
|
|
2021
Q1 | $4.25M | Buy |
34,800
+1,499
| +5% | +$183K | 2.6% | 14 |
|
|
2020
Q4 | $4.42M | Sell |
33,301
-2,643
| -7% | -$351K | 2.92% | 14 |
|
|
2020
Q3 | $4.16M | Buy |
35,944
+26,948
| +300% | +$3.12M | 4.58% | 5 |
|
|
2020
Q2 | $3.28M | Buy |
8,996
+81
| +0.9% | +$29.5K | 2.79% | 13 |
|
|
2020
Q1 | $2.27M | Buy |
8,915
+803
| +10% | +$204K | 2.75% | 14 |
|
|
2019
Q4 | $2.38M | Buy |
+8,112
| New | +$2.38M | 2.22% | 14 |
|