Slocum, Gordon & Co’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
6,448
+200
| +3% | +$41K | 1.07% | 26 |
|
|
2025
Q1 | $1.39M | Sell |
6,248
-1,260
| -17% | -$280K | 1.03% | 25 |
|
|
2024
Q4 | $1.88M | Sell |
7,508
-28
| -0.4% | -$7.01K | 1.55% | 22 |
|
|
2024
Q3 | $1.76M | Sell |
7,536
-1,000
| -12% | -$233K | 0.71% | 30 |
|
|
2024
Q2 | $1.8M | Buy |
8,536
+300
| +4% | +$63.2K | 1.34% | 23 |
|
|
2024
Q1 | $1.41M | Buy |
+8,236
| New | +$1.41M | 1.05% | 27 |
|
|
2023
Q4 | – | Sell |
-10,236
| Closed | -$1.75M | – | 134 |
|
|
2023
Q3 | $1.75M | Buy |
10,236
+300
| +3% | +$51.4K | 1.53% | 19 |
|
|
2023
Q2 | $19.2M | Buy |
+9,936
| New | +$19.2M | 13.96% | 1 |
|
|
2023
Q1 | – | Sell |
-9,830
| Closed | -$1.28M | – | 145 |
|
|
2022
Q4 | $1.28M | Buy |
+9,830
| New | +$1.28M | 0.82% | 25 |
|