Sweet Financial Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.89M | Sell |
38,146
-1,396
| -4% | -$325K | 1.92% | 11 |
|
|
2024
Q2 | $8.33M | Buy |
39,542
+286
| +0.7% | +$60.2K | 1.9% | 11 |
|
|
2024
Q1 | $6.73M | Buy |
39,256
+3,350
| +9% | +$574K | 1.55% | 12 |
|
|
2023
Q4 | $6.91M | Buy |
35,906
+2,654
| +8% | +$511K | 1.64% | 13 |
|
|
2023
Q3 | $5.69M | Buy |
33,252
+211
| +0.6% | +$36.1K | 1.51% | 13 |
|
|
2023
Q2 | $6.41M | Buy |
33,041
+1,772
| +6% | +$344K | 1.67% | 13 |
|
|
2023
Q1 | $5.16M | Buy |
31,269
+1,881
| +6% | +$310K | 1.43% | 14 |
|
|
2022
Q4 | $3.82M | Buy |
29,388
+4,025
| +16% | +$523K | 1.12% | 14 |
|
|
2022
Q3 | $3.51M | Buy |
25,363
+369
| +1% | +$51K | 1.12% | 14 |
|
|
2022
Q2 | $3.42M | Buy |
24,994
+1,281
| +5% | +$175K | 1.07% | 15 |
|
|
2022
Q1 | $4.14M | Buy |
23,713
+6,462
| +37% | +$1.13M | 1.11% | 17 |
|
|
2021
Q4 | $3.06M | Buy |
+17,251
| New | +$3.06M | 1.27% | 8 |
|