ROI Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.26M | Sell |
40,283
-368
| -0.9% | -$75.5K | 5.25% | 5 |
|
|
2025
Q1 | $9.03M | Buy |
40,651
+120
| +0.3% | +$26.7K | 6.56% | 3 |
|
|
2024
Q4 | $10.1M | Sell |
40,531
-1,585
| -4% | -$397K | 6.91% | 2 |
|
|
2024
Q3 | $9.81M | Sell |
42,116
-890
| -2% | -$207K | 6.78% | 3 |
|
|
2024
Q2 | $9.09M | Sell |
43,006
-134
| -0.3% | -$28.3K | 6.6% | 3 |
|
|
2024
Q1 | $7.4M | Sell |
43,140
-3,310
| -7% | -$568K | 5.82% | 4 |
|
|
2023
Q4 | $8.94M | Buy |
+46,450
| New | +$8.94M | 7.4% | 2 |
|