Prism Advisors’s Apple AAPL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.2M	Sell	5,870 -248	-4%	-$50.9K	0.34%	43
2025 Q1	$1.36M	Buy	6,118 +400	+7%	+$88.9K	0.42%	32
2024 Q4	$1.43M	Sell	5,718 -184	-3%	-$46.1K	0.43%	33
2024 Q3	$1.38M	Sell	5,902 -241	-4%	-$56.2K	0.39%	33
2024 Q2	$1.29M	Hold	6,143	–	–	0.39%	30
2024 Q1	$1.05M	Buy	6,143 +693	+13%	+$119K	0.32%	31
2023 Q4	$1.05M	Buy	5,450 +785	+17%	+$151K	0.34%	35
2023 Q3	$799K	Buy	4,665 +105	+2%	+$18K	0.28%	34
2023 Q2	$884K	Sell	4,560 -169	-4%	-$32.8K	0.3%	30
2023 Q1	$780K	Sell	4,729 -57	-1%	-$9.4K	0.27%	31
2022 Q4	$622K	Sell	4,786 -1,090	-19%	-$142K	0.23%	34
2022 Q3	$812K	Buy	5,876 +801	+16%	+$111K	0.33%	34
2022 Q2	$694K	Sell	5,075 -64	-1%	-$8.75K	0.26%	33
2022 Q1	$897K	Sell	5,139 -69	-1%	-$12K	0.3%	28
2021 Q4	$925K	Sell	5,208 -779	-13%	-$138K	0.3%	29
2021 Q3	$847K	Buy	5,987 +389	+7%	+$55K	0.3%	30
2021 Q2	$767K	Sell	5,598 -216	-4%	-$29.6K	0.27%	34
2021 Q1	$710K	Sell	5,814 -477	-8%	-$58.3K	0.26%	31
2020 Q4	$835K	Sell	6,291 -614	-9%	-$81.5K	0.32%	29
2020 Q3	$800K	Buy	6,905 +5,066	+275%	+$587K	0.34%	26
2020 Q2	$671K	Buy	1,839 +21	+1%	+$7.66K	0.3%	29
2020 Q1	$462K	Sell	1,818 -1,677	-48%	-$426K	0.3%	47
2019 Q4	$1.03M	Sell	3,495 -21	-0.6%	-$6.17K	0.52%	39
2019 Q3	$787K	Buy	3,516 +66	+2%	+$14.8K	0.44%	38
2019 Q2	$683K	Buy	3,450 +1	+0%	+$198	0.39%	39
2019 Q1	$655K	Sell	3,449 -135	-4%	-$25.6K	0.38%	38
2018 Q4	$565K	Buy	3,584 +323	+10%	+$50.9K	0.36%	39
2018 Q3	$720K	Sell	3,261 -2,324	-42%	-$513K	0.42%	36
2018 Q2	$1.05M	Hold	5,585	–	–	0.56%	34
2018 Q1	$1.06M	Hold	5,585	–	–	0.6%	32
2017 Q4	$945K	Buy	+5,585	New	+$945K	0.52%	32