Squire Investment Management Company’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
7,154
+325
| +5% | +$66.7K | 0.54% | 26 |
|
|
2025
Q1 | $1.52M | Buy |
6,829
+458
| +7% | +$102K | 0.63% | 24 |
|
|
2024
Q4 | $1.6M | Buy |
6,371
+442
| +7% | +$111K | 0.7% | 22 |
|
|
2024
Q3 | $1.38M | Sell |
5,929
-39
| -0.7% | -$9.09K | 0.66% | 24 |
|
|
2024
Q2 | $1.26M | Buy |
+5,968
| New | +$1.26M | 0.71% | 22 |
|
|
2024
Q1 | – | Sell |
-1,261
| Closed | -$243K | – | 54 |
|
|
2023
Q4 | $243K | Buy |
+1,261
| New | +$243K | 0.2% | 46 |
|