1620 Investment 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 | $2.02M | Buy |
9,825
+134
| +1% | +$27.5K | 1.43% | 13 |
|
|
2025
Q1 | $2.15M | Sell |
9,691
-49
| -0.5% | -$10.9K | 1.65% | 10 |
|
|
2024
Q4 | $2.44M | Buy |
9,740
+86
| +0.9% | +$21.5K | 1.85% | 7 |
|
|
2024
Q3 | $2.25M | Buy |
9,654
+45
| +0.5% | +$10.5K | 1.62% | 7 |
|
|
2024
Q2 | $2.02M | Sell |
9,609
-46
| -0.5% | -$9.69K | 1.55% | 10 |
|
|
2024
Q1 | $1.66M | Sell |
9,655
-109
| -1% | -$18.7K | 1.66% | 14 |
|
|
2023
Q4 | $1.88M | Sell |
9,764
-545
| -5% | -$105K | 2.05% | 11 |
|
|
2023
Q3 | $1.77M | Sell |
10,309
-49
| -0.5% | -$8.39K | 2% | 9 |
|
|
2023
Q2 | $2.01M | Sell |
10,358
-66
| -0.6% | -$12.8K | 2.18% | 7 |
|
|
2023
Q1 | $1.72M | Sell |
10,424
-15
| -0.1% | -$2.47K | 2.07% | 7 |
|
|
2022
Q4 | $1.36M | Sell |
10,439
-37
| -0.4% | -$4.81K | 1.64% | 12 |
|
|
2022
Q3 | $1.45M | Sell |
10,476
-400
| -4% | -$55.3K | 2.14% | 7 |
|
|
2022
Q2 | $1.49M | Sell |
10,876
-1,106
| -9% | -$151K | 2.05% | 7 |
|
|
2022
Q1 | $2.13M | Hold |
11,982
| – | – | 2.32% | 5 |
|
|
2021
Q4 | $2.13M | Buy |
+11,982
| New | +$2.13M | 2.38% | 5 |
|