SWP Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.45M | Buy |
41,210
+11
| +0% | +$2.26K | 4.64% | 6 |
|
|
2025
Q1 | $9.15M | Sell |
41,199
-381
| -0.9% | -$84.6K | 5.59% | 5 |
|
|
2024
Q4 | $10.4M | Sell |
41,580
-575
| -1% | -$144K | 6.28% | 5 |
|
|
2024
Q3 | $9.82M | Buy |
42,155
+94
| +0.2% | +$21.9K | 5.99% | 6 |
|
|
2024
Q2 | $8.86M | Sell |
42,061
-630
| -1% | -$133K | 5.85% | 6 |
|
|
2024
Q1 | $7.32M | Buy |
42,691
+8,158
| +24% | +$1.4M | 5.13% | 8 |
|
|
2023
Q4 | $6.65M | Buy |
+34,533
| New | +$6.65M | 5.16% | 8 |
|