Strategic Financial Concepts’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.99M | Sell |
38,903
-13,429
| -26% | -$2.76M | 1.12% | 18 |
|
|
2025
Q1 | $11.6M | Sell |
52,332
-571
| -1% | -$127K | 2.18% | 8 |
|
|
2024
Q4 | $13.2M | Buy |
52,903
+14,972
| +39% | +$3.75M | 2.54% | 3 |
|
|
2024
Q3 | $8.84M | Sell |
37,931
-7,574,330
| -100% | -$1.76B | 2.81% | 7 |
|
|
2024
Q2 | $3.65M | Buy |
7,612,261
+7,558,826
| +14,146% | +$3.62M | 2.13% | 8 |
|
|
2024
Q1 | $9.16M | Buy |
53,435
+33,811
| +172% | +$5.8M | 2.21% | 5 |
|
|
2023
Q4 | $3.78M | Sell |
19,624
-35,415
| -64% | -$6.82M | 2.24% | 12 |
|
|
2023
Q3 | $9.42M | Sell |
55,039
-2,858
| -5% | -$489K | 3.18% | 1 |
|
|
2023
Q2 | $11.2M | Sell |
57,897
-19
| -0% | -$3.69K | 4.14% | 1 |
|
|
2023
Q1 | $9.55M | Buy |
+57,916
| New | +$9.55M | 3.85% | 1 |
|