QFA
Quantum Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
68,883
-540
| -0.8% | -$111K | 1.91% | 17 |
|
|
2025
Q1 | $15.4M | Buy |
69,423
+510
| +0.7% | +$113K | 2.3% | 15 |
|
|
2024
Q4 | $17.3M | Buy |
68,913
+6,004
| +10% | +$1.5M | 2.63% | 9 |
|
|
2024
Q3 | $14.7M | Buy |
62,909
+1,434
| +2% | +$334K | 2.29% | 14 |
|
|
2024
Q2 | $12.9M | Buy |
61,475
+149
| +0.2% | +$31.4K | 2.27% | 14 |
|
|
2024
Q1 | $10.5M | Sell |
61,326
-496
| -0.8% | -$85.1K | 1.94% | 13 |
|
|
2023
Q4 | $11.9M | Sell |
61,822
-536
| -0.9% | -$103K | 2.9% | 11 |
|
|
2023
Q3 | $10.7M | Buy |
62,358
+1,174
| +2% | +$201K | 3.14% | 9 |
|
|
2023
Q2 | $11.9M | Buy |
61,184
+78
| +0.1% | +$15.1K | 3.49% | 9 |
|
|
2023
Q1 | $10.1M | Sell |
61,106
-49
| -0.1% | -$8.08K | 3.17% | 9 |
|
|
2022
Q4 | $7.95M | Sell |
61,155
-901
| -1% | -$117K | 3.58% | 7 |
|
|
2022
Q3 | $8.58M | Buy |
62,056
+126
| +0.2% | +$17.4K | 3.8% | 9 |
|
|
2022
Q2 | $10.5M | Buy |
+61,930
| New | +$10.5M | 3.93% | 9 |
|