PFA
Professional Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
12,392
-1,173
| -9% | -$241K | 0.59% | 30 |
|
|
2025
Q1 | $3.01M | Buy |
13,565
+38
| +0.3% | +$8.44K | 0.77% | 22 |
|
|
2024
Q4 | $3.39M | Sell |
13,527
-411
| -3% | -$103K | 0.87% | 20 |
|
|
2024
Q3 | $3.25M | Buy |
13,938
+68
| +0.5% | +$15.8K | 0.84% | 22 |
|
|
2024
Q2 | $2.92M | Buy |
13,870
+188
| +1% | +$39.6K | 0.81% | 21 |
|
|
2024
Q1 | $2.35M | Buy |
13,682
+8
| +0.1% | +$1.37K | 0.67% | 23 |
|
|
2023
Q4 | $2.63M | Buy |
13,674
+410
| +3% | +$78.9K | 0.87% | 21 |
|
|
2023
Q3 | $2.27M | Buy |
13,264
+51
| +0.4% | +$8.73K | 1.03% | 21 |
|
|
2023
Q2 | $2.56M | Buy |
13,213
+62
| +0.5% | +$12K | 1.32% | 13 |
|
|
2023
Q1 | $2.3M | Sell |
13,151
-39
| -0.3% | -$6.81K | 1.36% | 13 |
|
|
2022
Q4 | $1.71M | Buy |
13,190
+6
| +0% | +$780 | 1.16% | 15 |
|
|
2022
Q3 | $1.82M | Buy |
13,184
+7
| +0.1% | +$967 | 1.12% | 17 |
|
|
2022
Q2 | $1.8M | Buy |
13,177
+26
| +0.2% | +$3.56K | 1.01% | 19 |
|
|
2022
Q1 | $2.3M | Sell |
13,151
-2,269
| -15% | -$396K | 0.99% | 19 |
|
|
2021
Q4 | $2.74M | Sell |
15,420
-14
| -0.1% | -$2.49K | 1.18% | 15 |
|
|
2021
Q3 | $2.18M | Buy |
15,434
+1,978
| +15% | +$280K | 1.25% | 11 |
|
|
2021
Q2 | $1.84M | Sell |
13,456
-2,955
| -18% | -$403K | 1.01% | 18 |
|
|
2021
Q1 | $2.01M | Buy |
16,411
+3,256
| +25% | +$398K | 1.25% | 13 |
|
|
2020
Q4 | $1.75M | Sell |
13,155
-2,809
| -18% | -$373K | 1.38% | 15 |
|
|
2020
Q3 | $1.74M | Buy |
15,964
+13,258
| +490% | +$1.44M | 1.62% | 12 |
|
|
2020
Q2 | $987K | Sell |
2,706
-281
| -9% | -$102K | 1.3% | 21 |
|
|
2020
Q1 | $877K | Buy |
2,987
+793
| +36% | +$233K | 1.59% | 19 |
|
|
2019
Q4 | $644K | Buy |
+2,194
| New | +$644K | 0.61% | 42 |
|