Taylor 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 | $3.98M | Buy |
19,403
+133
| +0.7% | +$27.3K | 2.49% | 6 |
|
|
2025
Q1 | $4.28M | Buy |
19,270
+567
| +3% | +$126K | 2.98% | 5 |
|
|
2024
Q4 | $4.68M | Hold |
18,703
| – | – | 3.24% | 4 |
|
|
2024
Q3 | $4.36M | Hold |
18,703
| – | – | 3.01% | 5 |
|
|
2024
Q2 | $3.94M | Hold |
18,703
| – | – | 3.03% | 4 |
|
|
2024
Q1 | $3.21M | Sell |
18,703
-305
| -2% | -$52.3K | 2.44% | 6 |
|
|
2023
Q4 | $3.66M | Buy |
+19,008
| New | +$3.66M | 3.01% | 4 |
|