William Howard & Co Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
7,818
+1
| +0% | +$205 | 1.4% | 14 |
|
|
2025
Q1 | $1.74M | Sell |
7,817
-232
| -3% | -$51.5K | 1.63% | 13 |
|
|
2024
Q4 | $2.02M | Sell |
8,049
-759
| -9% | -$190K | 1.82% | 11 |
|
|
2024
Q3 | $2.05M | Sell |
8,808
-64
| -0.7% | -$14.9K | 1.75% | 11 |
|
|
2024
Q2 | $1.87M | Sell |
8,872
-886
| -9% | -$187K | 1.73% | 11 |
|
|
2024
Q1 | $1.67M | Buy |
+9,758
| New | +$1.67M | 1.57% | 13 |
|