SHFP
Second Half Financial Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
11,168
+9
| +0.1% | +$1.85K | 1.08% | 13 |
|
|
2025
Q1 | $2.48M | Sell |
11,159
-624
| -5% | -$139K | 1.23% | 13 |
|
|
2024
Q4 | $2.95M | Sell |
11,783
-1,945
| -14% | -$487K | 1.44% | 17 |
|
|
2024
Q3 | $3.2M | Buy |
+13,728
| New | +$3.2M | 1.7% | 17 |
|
|
2024
Q2 | – | Sell |
-11,354
| Closed | -$1.95M | – | 41 |
|
|
2024
Q1 | $1.95M | Buy |
11,354
+215
| +2% | +$36.9K | 0.87% | 36 |
|
|
2023
Q4 | $2.14M | Sell |
11,139
-51
| -0.5% | -$9.82K | 1.06% | 26 |
|
|
2023
Q3 | $1.92M | Sell |
11,190
-28,551
| -72% | -$4.89M | 0.95% | 18 |
|
|
2023
Q2 | $7.71M | Buy |
39,741
+11,332
| +40% | +$2.2M | 1.76% | 11 |
|
|
2023
Q1 | $4.68M | Sell |
28,409
-364
| -1% | -$60K | 2.78% | 9 |
|
|
2022
Q4 | $4.15M | Sell |
28,773
-16,872
| -37% | -$2.43M | 2.71% | 11 |
|
|
2022
Q3 | $6.31M | Buy |
45,645
+16,068
| +54% | +$2.22M | 7.84% | 2 |
|
|
2022
Q2 | $3.61M | Hold |
29,577
| – | – | 2.78% | 20 |
|
|
2022
Q1 | $3.61M | Buy |
+29,577
| New | +$3.61M | 2.78% | 20 |
|