Stiles 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 | $9M | Buy |
43,875
+49
| +0.1% | +$10.1K | 3.11% | 2 |
|
|
2025
Q1 | $9.74M | Sell |
43,826
-655
| -1% | -$146K | 3.74% | 2 |
|
|
2024
Q4 | $11.1M | Sell |
44,481
-2,766
| -6% | -$693K | 4.03% | 2 |
|
|
2024
Q3 | $11M | Sell |
47,247
-571
| -1% | -$133K | 3.88% | 2 |
|
|
2024
Q2 | $10.1M | Sell |
47,818
-4,936
| -9% | -$1.04M | 3.87% | 2 |
|
|
2024
Q1 | $9.05M | Sell |
52,754
-895
| -2% | -$153K | 3.63% | 2 |
|
|
2023
Q4 | $10.3M | Sell |
53,649
-727
| -1% | -$140K | 4.69% | 1 |
|
|
2023
Q3 | $9.31M | Sell |
54,376
-13
| -0% | -$2.23K | 4.83% | 1 |
|
|
2023
Q2 | $10.5M | Sell |
54,389
-3,669
| -6% | -$712K | 5.24% | 1 |
|
|
2023
Q1 | $9.57M | Sell |
58,058
-7,978
| -12% | -$1.32M | 5.14% | 1 |
|
|
2022
Q4 | $8.58M | Sell |
66,036
-7,384
| -10% | -$959K | 4.9% | 1 |
|
|
2022
Q3 | $10.1M | Sell |
73,420
-1,667
| -2% | -$230K | 6.16% | 1 |
|
|
2022
Q2 | $10.3M | Sell |
75,087
-266
| -0.4% | -$36.4K | 6.17% | 1 |
|
|
2022
Q1 | $13.2M | Buy |
75,353
+149
| +0.2% | +$26K | 6.59% | 1 |
|
|
2021
Q4 | $13.4M | Buy |
+75,204
| New | +$13.4M | 6.44% | 1 |
|