Sharp 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 | $1.14M | Buy |
5,541
+807
| +17% | +$166K | 0.73% | 16 |
|
|
2025
Q1 | $1.05M | Buy |
4,734
+971
| +26% | +$216K | 0.81% | 16 |
|
|
2024
Q4 | $942K | Sell |
3,763
-337
| -8% | -$84.4K | 0.72% | 26 |
|
|
2024
Q3 | $955K | Sell |
4,100
-319
| -7% | -$74.3K | 0.74% | 26 |
|
|
2024
Q2 | $931K | Sell |
4,419
-442
| -9% | -$93.1K | 0.8% | 25 |
|
|
2024
Q1 | $834K | Sell |
4,861
-667
| -12% | -$114K | 0.78% | 24 |
|
|
2023
Q4 | $1.06M | Buy |
+5,528
| New | +$1.06M | 1.15% | 19 |
|