SF
Schaeffer Financial’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
1,159
+1
| +0.1% | +$205 | 0.23% | 14 |
|
|
2025
Q1 | $257K | Buy |
1,158
+1
| +0.1% | +$222 | 0.28% | 14 |
|
|
2024
Q4 | $290K | Hold |
1,157
| – | – | 0.29% | 12 |
|
|
2024
Q3 | $269K | Sell |
1,157
-33
| -3% | -$7.69K | 0.27% | 14 |
|
|
2024
Q2 | $251K | Buy |
1,190
+1
| +0.1% | +$211 | 0.27% | 14 |
|
|
2024
Q1 | $204K | Buy |
1,189
+1
| +0.1% | +$171 | 0.2% | 17 |
|
|
2023
Q4 | $229K | Buy |
+1,188
| New | +$229K | 0.24% | 16 |
|