Strategic Family Wealth Counselors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.37M | Buy |
31,039
+643
| +2% | +$132K | 1.81% | 18 |
|
|
2025
Q1 | $6.75M | Buy |
30,396
+542
| +2% | +$120K | 2.2% | 16 |
|
|
2024
Q4 | $7.48M | Buy |
29,854
+2,597
| +10% | +$650K | 2.43% | 14 |
|
|
2024
Q3 | $6.35M | Buy |
27,257
+418
| +2% | +$97.4K | 2.22% | 16 |
|
|
2024
Q2 | $5.65M | Sell |
26,839
-139
| -0.5% | -$29.3K | 2.15% | 16 |
|
|
2024
Q1 | $4.63M | Sell |
26,978
-6,922
| -20% | -$1.19M | 1.83% | 20 |
|
|
2023
Q4 | $6.53M | Buy |
33,900
+14
| +0% | +$2.7K | 2.74% | 13 |
|
|
2023
Q3 | $5.8M | Buy |
33,886
+85
| +0.3% | +$14.6K | 2.79% | 12 |
|
|
2023
Q2 | $6.56M | Sell |
33,801
-4
| -0% | -$776 | 3.01% | 10 |
|
|
2023
Q1 | $5.57M | Buy |
33,805
+2,262
| +7% | +$373K | 2.64% | 15 |
|
|
2022
Q4 | $4.1M | Buy |
31,543
+1
| +0% | +$130 | 2.03% | 19 |
|
|
2022
Q3 | $4.36M | Buy |
31,542
+243
| +0.8% | +$33.6K | 2.14% | 17 |
|
|
2022
Q2 | $4.28M | Buy |
31,299
+991
| +3% | +$135K | 2.05% | 17 |
|
|
2022
Q1 | $5.29M | Buy |
30,308
+3
| +0% | +$524 | 2.13% | 18 |
|
|
2021
Q4 | $5.38M | Buy |
30,305
+12
| +0% | +$2.13K | 1.73% | 15 |
|
|
2021
Q3 | $4.29M | Buy |
30,293
+1,504
| +5% | +$213K | 1.47% | 21 |
|
|
2021
Q2 | $3.94M | Buy |
28,789
+114
| +0.4% | +$15.6K | 1.29% | 21 |
|
|
2021
Q1 | $3.5M | Buy |
28,675
+881
| +3% | +$108K | 1.32% | 20 |
|
|
2020
Q4 | $3.69M | Buy |
27,794
+949
| +4% | +$126K | 1.9% | 16 |
|
|
2020
Q3 | $3.11M | Buy |
26,845
+69
| +0.3% | +$7.99K | 1.74% | 17 |
|
|
2020
Q2 | $2.44M | Buy |
26,776
+6,224
| +30% | +$568K | 1.54% | 21 |
|
|
2020
Q1 | $1.31M | Sell |
20,552
-928
| -4% | -$59K | 0.98% | 25 |
|
|
2019
Q4 | $1.58M | Buy |
21,480
+4
| +0% | +$294 | 1.27% | 20 |
|
|
2019
Q3 | $1.2M | Sell |
21,476
-1,728
| -7% | -$96.8K | 0.91% | 23 |
|
|
2019
Q2 | $1.15M | Buy |
23,204
+8
| +0% | +$396 | 0.89% | 23 |
|
|
2019
Q1 | $1.1M | Buy |
23,196
+32
| +0.1% | +$1.52K | 0.89% | 23 |
|
|
2018
Q4 | $914K | Buy |
+23,164
| New | +$914K | 1.04% | 24 |
|