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