PIS
POM Investment Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
6,226
-510
| -8% | -$105K | 0.91% | 19 |
|
|
2025
Q1 | $1.5M | Sell |
6,736
-2,112
| -24% | -$469K | 1.75% | 13 |
|
|
2024
Q4 | $2.22M | Sell |
8,848
-371
| -4% | -$92.9K | 1.67% | 14 |
|
|
2024
Q3 | $2.15M | Sell |
9,219
-610
| -6% | -$142K | 1.68% | 15 |
|
|
2024
Q2 | $2.07M | Buy |
9,829
+583
| +6% | +$123K | 1.66% | 15 |
|
|
2024
Q1 | $1.59M | Buy |
9,246
+145
| +2% | +$24.9K | 1.3% | 15 |
|
|
2023
Q4 | $1.75M | Buy |
+9,101
| New | +$1.75M | 1.61% | 14 |
|