3IP
3Chopt Investment Partners’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.3M | Buy |
74,767
+3,861
| +5% | +$792K | 3.69% | 4 |
|
2025
Q1 | $15.8M | Buy |
70,906
+10,982
| +18% | +$2.44M | 4.13% | 4 |
|
2024
Q4 | $15M | Buy |
59,924
+622
| +1% | +$156K | 5.15% | 4 |
|
2024
Q3 | $13.8M | Sell |
59,302
-1,443
| -2% | -$336K | 4.94% | 4 |
|
2024
Q2 | $12.8M | Sell |
60,745
-5,534
| -8% | -$1.17M | 3.91% | 4 |
|
2024
Q1 | $11.4M | Buy |
66,279
+8,985
| +16% | +$1.54M | 4.67% | 4 |
|
2023
Q4 | $11M | Buy |
57,294
+12,086
| +27% | +$2.33M | 4.06% | 3 |
|
2023
Q3 | $7.74M | Buy |
45,208
+2,382
| +6% | +$408K | 4.57% | 3 |
|
2023
Q2 | $8.31M | Sell |
42,826
-1,284
| -3% | -$249K | 4.16% | 3 |
|
2023
Q1 | $7.27M | Buy |
44,110
+6,147
| +16% | +$1.01M | 3.88% | 3 |
|
2022
Q4 | $4.93M | Buy |
+37,963
| New | +$4.93M | 2.7% | 5 |
|