Prospect Financial Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.07M | Sell |
19,848
-33,251
| -63% | -$6.82M | 2.54% | 12 |
|
2025
Q1 | $11.8M | Sell |
53,099
-1,377
| -3% | -$306K | 6.54% | 3 |
|
2024
Q4 | $13.6M | Sell |
54,476
-48
| -0.1% | -$12K | 7.44% | 2 |
|
2024
Q3 | $12.7M | Buy |
54,524
+1,685
| +3% | +$393K | 7.88% | 2 |
|
2024
Q2 | $11.1M | Buy |
52,839
+566
| +1% | +$119K | 8.56% | 2 |
|
2024
Q1 | $8.96M | Buy |
52,273
+1,621
| +3% | +$278K | 7.4% | 2 |
|
2023
Q4 | $9.75M | Buy |
+50,652
| New | +$9.75M | 9.84% | 2 |
|