XF
XML Financial’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.2M | Sell |
122,937
-7,159
| -6% | -$1.47M | 2.18% | 7 |
|
|
2025
Q1 | $28.9M | Sell |
130,096
-1,095
| -0.8% | -$243K | 2.7% | 4 |
|
|
2024
Q4 | $32.9M | Buy |
131,191
+1,351
| +1% | +$338K | 3.01% | 2 |
|
|
2024
Q3 | $30.3M | Sell |
129,840
-1,276
| -1% | -$297K | 2.81% | 4 |
|
|
2024
Q2 | $27.6M | Sell |
131,116
-3,376
| -3% | -$711K | 2.78% | 4 |
|
|
2024
Q1 | $23.1M | Sell |
134,492
-9,618
| -7% | -$1.65M | 2.36% | 8 |
|
|
2023
Q4 | $27.7M | Sell |
144,110
-8,133
| -5% | -$1.57M | 2.93% | 3 |
|
|
2023
Q3 | $26.1M | Buy |
152,243
+489
| +0.3% | +$83.7K | 3.12% | 2 |
|
|
2023
Q2 | $29.4M | Buy |
151,754
+46
| +0% | +$8.92K | 3.41% | 1 |
|
|
2023
Q1 | $25M | Sell |
151,708
-4,328
| -3% | -$714K | 3.05% | 1 |
|
|
2022
Q4 | $20.3M | Buy |
156,036
+2,239
| +1% | +$291K | 2.55% | 1 |
|
|
2022
Q3 | $21.3M | Buy |
153,797
+75,684
| +97% | +$10.5M | 2.95% | 1 |
|
|
2022
Q2 | $10.7M | Sell |
78,113
-68,739
| -47% | -$9.4M | 2.41% | 8 |
|
|
2022
Q1 | $25.6M | Sell |
146,852
-10,074
| -6% | -$1.76M | 3.05% | 1 |
|
|
2021
Q4 | $27.9M | Sell |
156,926
-5,824
| -4% | -$1.03M | 3.36% | 1 |
|
|
2021
Q3 | $23M | Buy |
162,750
+88,890
| +120% | +$12.6M | 3.07% | 2 |
|
|
2021
Q2 | $10.1M | Sell |
73,860
-1,454
| -2% | -$199K | 2.23% | 9 |
|
|
2021
Q1 | $9.2M | Sell |
75,314
-3,661
| -5% | -$447K | 2.24% | 9 |
|
|
2020
Q4 | $10.5M | Buy |
78,975
+4,040
| +5% | +$536K | 2.72% | 7 |
|
|
2020
Q3 | $8.68M | Buy |
74,935
+53,579
| +251% | +$6.2M | 2.71% | 6 |
|
|
2020
Q2 | $7.79M | Buy |
21,356
+2,110
| +11% | +$770K | 2.7% | 7 |
|
|
2020
Q1 | $4.89M | Sell |
19,246
-52
| -0.3% | -$13.2K | 2.11% | 10 |
|
|
2019
Q4 | $5.67M | Buy |
+19,298
| New | +$5.67M | 2.06% | 13 |
|