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