Secured Retirement 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 | $5M | Buy |
24,359
+795
| +3% | +$163K | 2.98% | 5 |
|
|
2025
Q1 | $5.23M | Buy |
23,564
+14,467
| +159% | +$3.21M | 3.37% | 4 |
|
|
2024
Q4 | $2.28M | Buy |
9,097
+474
| +5% | +$119K | 1.3% | 18 |
|
|
2024
Q3 | $2.01M | Sell |
8,623
-375
| -4% | -$87.4K | 1.45% | 24 |
|
|
2024
Q2 | $1.9M | Buy |
8,998
+638
| +8% | +$134K | 1.48% | 27 |
|
|
2024
Q1 | $1.43M | Buy |
8,360
+15
| +0.2% | +$2.57K | 1.22% | 34 |
|
|
2023
Q4 | $1.61M | Buy |
+8,345
| New | +$1.61M | 1.54% | 19 |
|