Prosperity Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
54,979
-2,010
| -4% | -$412K | 4.79% | 1 |
|
|
2025
Q1 | $12.7M | Sell |
56,989
-705
| -1% | -$157K | 6.3% | 1 |
|
|
2024
Q4 | $14.4M | Sell |
57,694
-634
| -1% | -$159K | 7.19% | 1 |
|
|
2024
Q3 | $13.6M | Sell |
58,328
-925
| -2% | -$216K | 7.61% | 1 |
|
|
2024
Q2 | $12.5M | Sell |
59,253
-977
| -2% | -$206K | 7.88% | 1 |
|
|
2024
Q1 | $10.3M | Buy |
60,230
+1,866
| +3% | +$320K | 6.38% | 1 |
|
|
2023
Q4 | $11.2M | Buy |
58,364
+1,757
| +3% | +$338K | 7.8% | 1 |
|
|
2023
Q3 | $9.69M | Buy |
56,607
+1,162
| +2% | +$199K | 8.01% | 1 |
|
|
2023
Q2 | $10.8M | Buy |
55,445
+6,691
| +14% | +$1.3M | 9.47% | 1 |
|
|
2023
Q1 | $8.04M | Sell |
48,754
-9,843
| -17% | -$1.62M | 8.13% | 1 |
|
|
2022
Q4 | $7.61M | Buy |
+58,597
| New | +$7.61M | 8.21% | 2 |
|