Prosperitas Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.82M | Sell |
47,884
-1,036
| -2% | -$213K | 4.62% | 7 |
|
2025
Q1 | $10.9M | Buy |
48,920
+677
| +1% | +$150K | 5.62% | 3 |
|
2024
Q4 | $12.1M | Sell |
48,243
-248
| -0.5% | -$62.1K | 6.11% | 1 |
|
2024
Q3 | $11.3M | Buy |
48,491
+965
| +2% | +$225K | 6.08% | 1 |
|
2024
Q2 | $10M | Buy |
47,526
+1,095
| +2% | +$231K | 6.1% | 1 |
|
2024
Q1 | $7.96M | Sell |
46,431
-5,535
| -11% | -$949K | 5.1% | 4 |
|
2023
Q4 | $10M | Buy |
51,966
+368
| +0.7% | +$70.9K | 7.37% | 1 |
|
2023
Q3 | $8.83M | Buy |
+51,598
| New | +$8.83M | 6.86% | 1 |
|