5th Street 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 | $2.32M | Sell |
11,310
-3,728
| -25% | -$765K | 1.15% | 24 |
|
|
2025
Q1 | $3.34M | Buy |
15,038
+3,238
| +27% | +$719K | 1.61% | 19 |
|
|
2024
Q4 | $2.95M | Sell |
11,800
-3,300
| -22% | -$826K | 1.54% | 19 |
|
|
2024
Q3 | $3.52M | Buy |
15,100
+3,736
| +33% | +$870K | 1.71% | 18 |
|
|
2024
Q2 | $2.39M | Hold |
11,364
| – | – | 1.25% | 20 |
|
|
2024
Q1 | $1.95M | Sell |
11,364
-66
| -0.6% | -$11.3K | 1.1% | 19 |
|
|
2023
Q4 | $2.2M | Buy |
11,430
+5,314
| +87% | +$1.02M | 1.36% | 16 |
|
|
2023
Q3 | $1.05M | Sell |
6,116
-4,446
| -42% | -$761K | 0.69% | 16 |
|
|
2023
Q2 | $2.05M | Buy |
10,562
+4,488
| +74% | +$871K | 1.47% | 13 |
|
|
2023
Q1 | $1M | Sell |
6,074
-320
| -5% | -$52.8K | 0.77% | 13 |
|
|
2022
Q4 | $831K | Sell |
6,394
-600
| -9% | -$78K | 0.83% | 12 |
|
|
2022
Q3 | $967K | Buy |
6,994
+600
| +9% | +$83K | 1.02% | 11 |
|
|
2022
Q2 | $874K | Hold |
6,394
| – | – | 0.92% | 11 |
|
|
2022
Q1 | $1.12M | Sell |
6,394
-393
| -6% | -$68.6K | 1.18% | 9 |
|
|
2021
Q4 | $1.21M | Buy |
+6,787
| New | +$1.21M | 1.14% | 9 |
|