1834 Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.8M | Sell |
89,825
-2,981
| -3% | -$776K | 2.85% | 7 |
|
|
2025
Q4 | $25.2M | Sell |
92,806
-5,968
| -6% | -$1.6M | 3.17% | 5 |
|
|
2025
Q3 | $25.2M | Sell |
98,774
-2,767
| -3% | -$625K | 3.09% | 7 |
|
|
2025
Q2 | $20.8M | Sell |
101,541
-1,917
| -2% | -$387K | 2.64% | 8 |
|
|
2025
Q1 | $23M | Sell |
103,458
-6,828
| -6% | -$1.58M | 2.96% | 7 |
|
|
2024
Q4 | $27.6M | Sell |
110,286
-7,390
| -6% | -$1.74M | 3.5% | 5 |
|
|
2024
Q3 | $27.4M | Sell |
117,676
-13,734
| -10% | -$3.07M | 3.19% | 6 |
|
|
2024
Q2 | $27.7M | Sell |
131,410
-2,437
| -2% | -$454K | 3.33% | 7 |
|
|
2024
Q1 | $23M | Sell |
133,847
-10,683
| -7% | -$1.94M | 2.73% | 8 |
|
|
2023
Q4 | $27.8M | Sell |
144,530
-14,769
| -9% | -$2.73M | 3.32% | 6 |
|
|
2023
Q3 | $27.3M | Sell |
159,299
-2,373
| -1% | -$435K | 3.39% | 5 |
|
|
2023
Q2 | $31.4M | Sell |
161,672
-10,426
| -6% | -$1.82M | 3.74% | 5 |
|
|
2023
Q1 | $28.4M | Buy |
172,098
+20,538
| +14% | +$3.03M | 3.4% | 5 |
|
|
2022
Q4 | $19.7M | Sell |
151,560
-5,262
| -3% | -$752K | 2.81% | 8 |
|
|
2022
Q3 | $21.7M | Sell |
156,822
-4,256
| -3% | -$668K | 3.24% | 5 |
|
|
2022
Q2 | $22M | Sell |
161,078
-4,483
| -3% | -$679K | 3.1% | 8 |
|
|
2022
Q1 | $28.9M | Sell |
165,561
-12,928
| -7% | -$2.17M | 3.54% | 5 |
|
|
2021
Q4 | $31.7M | Sell |
178,489
-2,422
| -1% | -$383K | 3.58% | 5 |
|
|
2021
Q3 | $25.6M | Sell |
180,911
-5,292
| -3% | -$779K | 3.12% | 5 |
|
|
2021
Q2 | $25.5M | Buy |
186,203
+933
| +0.5% | +$121K | 3.08% | 5 |
|
|
2021
Q1 | $22.6M | Sell |
185,270
-13,972
| -7% | -$1.79M | 2.93% | 6 |
|
|
2020
Q4 | $26.4M | Sell |
199,242
-11,310
| -5% | -$1.36M | 3.52% | 4 |
|
|
2020
Q3 | $24.4M | Sell |
210,552
-21,684
| -9% | -$2.37M | 3.56% | 5 |
|
|
2020
Q2 | $21.2M | Buy |
232,236
+7,436
| +3% | +$576K | 3.35% | 5 |
|
|
2020
Q1 | $14.3M | Sell |
224,800
-6,708
| -3% | -$493K | 2.71% | 8 |
|
|
2019
Q4 | $17M | Sell |
231,508
-53,296
| -19% | -$3.43M | 2.61% | 7 |
|
|
2019
Q3 | $15.9M | Sell |
284,804
-11,140
| -4% | -$582K | 2.31% | 7 |
|
|
2019
Q2 | $14.6M | Sell |
295,944
-3,856
| -1% | -$188K | 2.21% | 7 |
|
|
2019
Q1 | $14.2M | Buy |
299,800
+12,620
| +4% | +$535K | 2.17% | 7 |
|
|
2018
Q4 | $11.3M | Buy |
287,180
+31,548
| +12% | +$1.53M | 1.9% | 11 |
|
|
2018
Q3 | $14.4M | Buy |
255,632
+264
| +0.1% | +$13.7K | 2.11% | 5 |
|
|
2018
Q2 | $11.8M | Sell |
255,368
-2,672
| -1% | -$121K | 1.85% | 7 |
|
|
2018
Q1 | $10.8M | Sell |
258,040
-11,228
| -4% | -$483K | 1.85% | 10 |
|
|
2017
Q4 | $11.4M | Buy |
269,268
+11,972
| +5% | +$500K | 1.79% | 10 |
|
|
2017
Q3 | $9.91M | Sell |
257,296
-384
| -0.1% | -$14.9K | 1.85% | 11 |
|
|
2017
Q2 | $9.28M | Sell |
257,680
-12,700
| -5% | -$470K | 1.75% | 10 |
|
|
2017
Q1 | $9.71M | Sell |
270,380
-29,976
| -10% | -$987K | 1.86% | 10 |
|
|
2016
Q4 | $8.7M | Buy |
300,356
+6,204
| +2% | +$176K | 1.76% | 13 |
|
|
2016
Q3 | $8.31M | Buy |
294,152
+1,532
| +0.5% | +$40.5K | 1.8% | 12 |
|
|
2016
Q2 | $6.99M | Buy |
292,620
+7,096
| +2% | +$176K | 1.52% | 16 |
|
|
2016
Q1 | $7.78M | Sell |
285,524
-4,996
| -2% | -$124K | 1.78% | 10 |
|
|
2015
Q4 | $7.64M | Buy |
290,520
+3,216
| +1% | +$91.9K | 1.8% | 8 |
|
|
2015
Q3 | $7.92M | Sell |
287,304
-332
| -0.1% | -$9.74K | 1.97% | 7 |
|
|
2015
Q2 | $9.02M | Buy |
287,636
+4,016
| +1% | +$128K | 2.46% | 5 |
|
|
2015
Q1 | $8.82M | Buy |
283,620
+1,332
| +0.5% | +$40.2K | 2.4% | 5 |
|
|
2014
Q4 | $7.79M | Sell |
282,288
-14,944
| -5% | -$407K | 2.15% | 5 |
|
|
2014
Q3 | $7.49M | Sell |
297,232
-1,732
| -0.6% | -$42.5K | 2.06% | 8 |
|
|
2014
Q2 | $6.95M | Buy |
298,964
+1,128
| +0.4% | +$24K | 1.88% | 7 |
|
|
2014
Q1 | $5.71M | Sell |
297,836
-2,268
| -0.8% | -$43.1K | 1.67% | 14 |
|
|
2013
Q4 | $6.01M | Sell |
300,104
-10,248
| -3% | -$194K | 1.77% | 9 |
|
|
2013
Q3 | $5.28M | Buy |
310,352
+84,308
| +37% | +$1.4M | 1.73% | 11 |
|
|
2013
Q2 | $3.2M | Buy |
+226,044
| New | +$3.48M | 1.1% | 31 |
|
Other funds holding AAPL
VCM
VPM
