PCA
Prosperity Capital Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Buy |
83,461
+15,114
| +22% | +$3.1M | 1.6% | 12 |
|
|
2025
Q1 | $15.3M | Buy |
68,347
+1,576
| +2% | +$352K | 1.21% | 16 |
|
|
2024
Q4 | $16.7M | Sell |
66,771
-24,813
| -27% | -$6.21M | 1.36% | 14 |
|
|
2024
Q3 | $21.3M | Sell |
91,584
-2,080
| -2% | -$485K | 1.82% | 12 |
|
|
2024
Q2 | $19.7M | Sell |
93,664
-57,695
| -38% | -$12.2M | 2.18% | 11 |
|
|
2024
Q1 | $26M | Buy |
151,359
+64,961
| +75% | +$11.1M | 3.07% | 5 |
|
|
2023
Q4 | $16.6M | Buy |
86,398
+124
| +0.1% | +$23.9K | 1.8% | 10 |
|
|
2023
Q3 | $14.8M | Sell |
86,274
-933
| -1% | -$160K | 1.95% | 10 |
|
|
2023
Q2 | $16.9M | Buy |
87,207
+3,768
| +5% | +$731K | 2.37% | 10 |
|
|
2023
Q1 | $13.8M | Buy |
83,439
+1,521
| +2% | +$251K | 2.13% | 11 |
|
|
2022
Q4 | $10.6M | Buy |
+81,918
| New | +$10.6M | 3.28% | 6 |
|