Synergy Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Buy |
22,393
+1,185
| +6% | +$243K | 3.38% | 7 |
|
|
2025
Q1 | $4.71M | Sell |
21,208
-342
| -2% | -$76K | 4.23% | 5 |
|
|
2024
Q4 | $5.4M | Sell |
21,550
-289
| -1% | -$72.4K | 4.5% | 6 |
|
|
2024
Q3 | $5.09M | Sell |
21,839
-840
| -4% | -$196K | 4.83% | 6 |
|
|
2024
Q2 | $4.78M | Buy |
22,679
+1,279
| +6% | +$269K | 5% | 4 |
|
|
2024
Q1 | $3.67M | Sell |
21,400
-1,011
| -5% | -$173K | 4.13% | 6 |
|
|
2023
Q4 | $4.31M | Sell |
22,411
-782
| -3% | -$151K | 5.29% | 4 |
|
|
2023
Q3 | $3.97M | Sell |
23,193
-1,820
| -7% | -$312K | 5.54% | 4 |
|
|
2023
Q2 | $4.85M | Buy |
25,013
+3,477
| +16% | +$674K | 6.55% | 3 |
|
|
2023
Q1 | $3.55M | Sell |
21,536
-930
| -4% | -$153K | 5.78% | 4 |
|
|
2022
Q4 | $2.92M | Sell |
22,466
-2,213
| -9% | -$288K | 5.77% | 3 |
|
|
2022
Q3 | $3.41M | Buy |
24,679
+806
| +3% | +$111K | 5.11% | 4 |
|
|
2022
Q2 | $3.26M | Buy |
23,873
+606
| +3% | +$82.9K | 5.12% | 3 |
|
|
2022
Q1 | $4.06M | Sell |
23,267
-890
| -4% | -$155K | 4.27% | 5 |
|
|
2021
Q4 | $4.29M | Buy |
+24,157
| New | +$4.29M | 3.85% | 6 |
|