Strategic Financial Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
5,335
-409
| -7% | -$83.9K | 0.51% | 35 |
|
|
2025
Q1 | $1.28M | Buy |
5,744
+1
| +0% | +$222 | 0.67% | 29 |
|
|
2024
Q4 | $1.44M | Buy |
5,743
+1,697
| +42% | +$425K | 0.73% | 30 |
|
|
2024
Q3 | $943K | Hold |
4,046
| – | – | 0.48% | 34 |
|
|
2024
Q2 | $852K | Buy |
4,046
+17
| +0.4% | +$3.58K | 0.47% | 34 |
|
|
2024
Q1 | $691K | Sell |
4,029
-23
| -0.6% | -$3.95K | 0.38% | 39 |
|
|
2023
Q4 | $780K | Buy |
4,052
+645
| +19% | +$124K | 0.45% | 30 |
|
|
2023
Q3 | $583K | Sell |
3,407
-1,651
| -33% | -$283K | 0.35% | 38 |
|
|
2023
Q2 | $981K | Sell |
5,058
-27
| -0.5% | -$5.24K | 0.56% | 30 |
|
|
2023
Q1 | $839K | Buy |
5,085
+1
| +0% | +$165 | 0.51% | 33 |
|
|
2022
Q4 | $661K | Hold |
5,084
| – | – | 0.4% | 35 |
|
|
2022
Q3 | $703K | Buy |
5,084
+45
| +0.9% | +$6.22K | 0.45% | 29 |
|
|
2022
Q2 | $689K | Sell |
5,039
-1
| -0% | -$137 | 0.4% | 34 |
|
|
2022
Q1 | $880K | Sell |
5,040
-2
| -0% | -$349 | 0.45% | 30 |
|
|
2021
Q4 | $895K | Sell |
5,042
-20
| -0.4% | -$3.55K | 0.44% | 31 |
|
|
2021
Q3 | $716K | Buy |
5,062
+177
| +4% | +$25K | 0.38% | 37 |
|
|
2021
Q2 | $669K | Hold |
4,885
| – | – | 0.37% | 36 |
|
|
2021
Q1 | $597K | Buy |
4,885
+1
| +0% | +$122 | 0.35% | 39 |
|
|
2020
Q4 | $648K | Buy |
4,884
+681
| +16% | +$90.4K | 0.42% | 33 |
|
|
2020
Q3 | $487K | Buy |
4,203
+275
| +7% | +$31.9K | 0.38% | 39 |
|
|
2020
Q2 | $358K | Buy |
3,928
+20
| +0.5% | +$1.82K | 0.3% | 43 |
|
|
2020
Q1 | $249K | Sell |
3,908
-240
| -6% | -$15.3K | 0.26% | 55 |
|
|
2019
Q4 | $305K | Buy |
+4,148
| New | +$305K | 0.25% | 54 |
|