Searcy Financial Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
50,164
+1,168
| +2% | +$240K | 4.18% | 13 |
|
|
2025
Q1 | $10.9M | Buy |
48,996
+978
| +2% | +$217K | 4.71% | 12 |
|
|
2024
Q4 | $12M | Sell |
48,018
-816
| -2% | -$204K | 5.55% | 9 |
|
|
2024
Q3 | $11.4M | Sell |
48,834
-602
| -1% | -$140K | 5.34% | 8 |
|
|
2024
Q2 | $10.4M | Sell |
49,436
-54
| -0.1% | -$11.4K | 5.2% | 10 |
|
|
2024
Q1 | $8.49M | Buy |
49,490
+1,241
| +3% | +$213K | 4.32% | 11 |
|
|
2023
Q4 | $9.29M | Sell |
48,249
-236
| -0.5% | -$45.4K | 5.15% | 10 |
|
|
2023
Q3 | $8.3M | Sell |
48,485
-3,770
| -7% | -$645K | 5.01% | 11 |
|
|
2023
Q2 | $10.1M | Sell |
52,255
-1,048
| -2% | -$203K | 5.89% | 8 |
|
|
2023
Q1 | $8.79M | Buy |
53,303
+1,665
| +3% | +$275K | 5.42% | 8 |
|
|
2022
Q4 | $6.71M | Buy |
51,638
+5,748
| +13% | +$747K | 3.9% | 12 |
|
|
2022
Q3 | $6.34M | Sell |
45,890
-362
| -0.8% | -$50K | 4.02% | 11 |
|
|
2022
Q2 | $6.32M | Sell |
46,252
-9,126
| -16% | -$1.25M | 3.93% | 11 |
|
|
2022
Q1 | $9.67M | Sell |
55,378
-56,920
| -51% | -$9.94M | 5.67% | 9 |
|
|
2021
Q4 | $19.9M | Buy |
112,298
+54,179
| +93% | +$9.62M | 8.92% | 4 |
|
|
2021
Q3 | $8.22M | Sell |
58,119
-90
| -0.2% | -$12.7K | 5.02% | 9 |
|
|
2021
Q2 | $7.97M | Buy |
58,209
+579
| +1% | +$79.3K | 4.83% | 9 |
|
|
2021
Q1 | $7.04M | Buy |
57,630
+486
| +0.9% | +$59.4K | 4.46% | 13 |
|
|
2020
Q4 | $7.58M | Buy |
57,144
+967
| +2% | +$128K | 4.53% | 13 |
|
|
2020
Q3 | $6.51M | Sell |
56,177
-29,655
| -35% | -$3.43M | 4.87% | 10 |
|
|
2020
Q2 | $7.83M | Sell |
85,832
-2,572
| -3% | -$235K | 6.52% | 7 |
|
|
2020
Q1 | $5.62M | Buy |
88,404
+83,596
| +1,739% | +$5.31M | 7.98% | 8 |
|
|
2019
Q4 | $353K | Buy |
4,808
+152
| +3% | +$11.2K | 0.25% | 15 |
|
|
2019
Q3 | $261K | Buy |
4,656
+16
| +0.3% | +$897 | 0.19% | 15 |
|
|
2019
Q2 | $230K | Sell |
4,640
-704
| -13% | -$34.9K | 0.18% | 15 |
|
|
2019
Q1 | $254K | Buy |
5,344
+80
| +2% | +$3.8K | 0.21% | 14 |
|
|
2018
Q4 | $208K | Buy |
+5,264
| New | +$208K | 0.26% | 13 |
|