Accredited Investors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.7M | Sell |
227,672
-2,642
| -1% | -$542K | 2.76% | 13 |
|
|
2025
Q1 | $51.2M | Sell |
230,314
-9,942
| -4% | -$2.21M | 3.18% | 11 |
|
|
2024
Q4 | $60.2M | Sell |
240,256
-2,186
| -0.9% | -$547K | 3.53% | 9 |
|
|
2024
Q3 | $56.5M | Sell |
242,442
-42
| -0% | -$9.79K | 3.23% | 11 |
|
|
2024
Q2 | $51.1M | Sell |
242,484
-2,000
| -0.8% | -$421K | 3.19% | 12 |
|
|
2024
Q1 | $41.9M | Sell |
244,484
-11,042
| -4% | -$1.89M | 2.69% | 15 |
|
|
2023
Q4 | $49.2M | Buy |
255,526
+6,065
| +2% | +$1.17M | 3.49% | 11 |
|
|
2023
Q3 | $42.7M | Buy |
249,461
+10,955
| +5% | +$1.88M | 3.2% | 12 |
|
|
2023
Q2 | $46.3M | Sell |
238,506
-1,531
| -0.6% | -$297K | 3.3% | 14 |
|
|
2023
Q1 | $39.6M | Sell |
240,037
-843
| -0.3% | -$139K | 3% | 14 |
|
|
2022
Q4 | $31.3M | Sell |
240,880
-179
| -0.1% | -$23.3K | 2.65% | 14 |
|
|
2022
Q3 | $33.3M | Buy |
241,059
+3,317
| +1% | +$458K | 3.87% | 8 |
|
|
2022
Q2 | $32.5M | Buy |
237,742
+5,348
| +2% | +$731K | 3.85% | 8 |
|
|
2022
Q1 | $40.6M | Buy |
232,394
+2,389
| +1% | +$417K | 3.65% | 9 |
|
|
2021
Q4 | $40.8M | Sell |
230,005
-9,638
| -4% | -$1.71M | 3.64% | 10 |
|
|
2021
Q3 | $33.9M | Buy |
239,643
+21
| +0% | +$2.97K | 3.66% | 10 |
|
|
2021
Q2 | $32.8M | Buy |
239,622
+5,123
| +2% | +$702K | 3.36% | 11 |
|
|
2021
Q1 | $28.6M | Buy |
234,499
+510
| +0.2% | +$62.3K | 3.84% | 9 |
|
|
2020
Q4 | $31M | Buy |
233,989
+678
| +0.3% | +$90K | 5.2% | 6 |
|
|
2020
Q3 | $27M | Buy |
233,311
+9,287
| +4% | +$1.08M | 5.66% | 6 |
|
|
2020
Q2 | $20.4M | Sell |
224,024
-1,944
| -0.9% | -$177K | 4.16% | 9 |
|
|
2020
Q1 | $14.4M | Sell |
225,968
-4,992
| -2% | -$317K | 3.38% | 8 |
|
|
2019
Q4 | $17M | Buy |
230,960
+6,108
| +3% | +$448K | 2.88% | 9 |
|
|
2019
Q3 | $12.6M | Sell |
224,852
-3,300
| -1% | -$185K | 2.42% | 13 |
|
|
2019
Q2 | $11.3M | Sell |
228,152
-856
| -0.4% | -$42.4K | 2.21% | 15 |
|
|
2019
Q1 | $10.9M | Buy |
229,008
+1,972
| +0.9% | +$93.6K | 2.19% | 15 |
|
|
2018
Q4 | $8.95M | Sell |
227,036
-3,648
| -2% | -$144K | 2% | 16 |
|
|
2018
Q3 | $13M | Buy |
230,684
+36,484
| +19% | +$2.06M | 3.22% | 13 |
|
|
2018
Q2 | $8.99M | Buy |
194,200
+43,580
| +29% | +$2.02M | 2.32% | 12 |
|
|
2018
Q1 | $6.32M | Buy |
150,620
+1,536
| +1% | +$64.4K | 1.73% | 14 |
|
|
2017
Q4 | $6.31M | Buy |
149,084
+5,204
| +4% | +$220K | 1.74% | 12 |
|
|
2017
Q3 | $5.54M | Buy |
143,880
+29,844
| +26% | +$1.15M | 1.53% | 13 |
|
|
2017
Q2 | $4.11M | Sell |
114,036
-15,824
| -12% | -$570K | 1.06% | 15 |
|
|
2017
Q1 | $4.66M | Buy |
129,860
+35,852
| +38% | +$1.29M | 1.16% | 15 |
|
|
2016
Q4 | $2.72M | Sell |
94,008
-4,076
| -4% | -$118K | 0.7% | 15 |
|
|
2016
Q3 | $2.77M | Sell |
98,084
-4,684
| -5% | -$132K | 0.76% | 14 |
|
|
2016
Q2 | $2.38M | Buy |
102,768
+4,840
| +5% | +$112K | 0.66% | 14 |
|
|
2016
Q1 | $2.53M | Buy |
97,928
+1,356
| +1% | +$35K | 0.65% | 14 |
|
|
2015
Q4 | $2.54M | Sell |
96,572
-3,452
| -3% | -$90.9K | 0.63% | 15 |
|
|
2015
Q3 | $2.76M | Sell |
100,024
-8,792
| -8% | -$243K | 0.74% | 16 |
|
|
2015
Q2 | $3.41M | Buy |
108,816
+1,644
| +2% | +$51.6K | 0.9% | 15 |
|
|
2015
Q1 | $3.33M | Buy |
107,172
+2,732
| +3% | +$85K | 0.85% | 14 |
|
|
2014
Q4 | $2.88M | Sell |
104,440
-43,220
| -29% | -$1.19M | 0.85% | 14 |
|
|
2014
Q3 | $3.72M | Buy |
147,660
+30,444
| +26% | +$766K | 1.12% | 11 |
|
|
2014
Q2 | $2.72M | Sell |
117,216
-10,548
| -8% | -$245K | 0.89% | 13 |
|
|
2014
Q1 | $2.45M | Buy |
127,764
+5,124
| +4% | +$98.3K | 0.82% | 13 |
|
|
2013
Q4 | $2.46M | Sell |
122,640
-22,764
| -16% | -$456K | 0.86% | 12 |
|
|
2013
Q3 | $2.48M | Buy |
145,404
+8,624
| +6% | +$147K | 0.91% | 12 |
|
|
2013
Q2 | $1.94M | Buy |
+136,780
| New | +$1.94M | 0.77% | 13 |
|