AGA
Accuvest Global Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Buy |
21,485
+2,687
| +14% | +$551K | 2.87% | 11 |
|
|
2025
Q1 | $4.18M | Sell |
18,798
-2,306
| -11% | -$512K | 3.55% | 4 |
|
|
2024
Q4 | $5.33M | Sell |
21,104
-1,150
| -5% | -$290K | 7.46% | 4 |
|
|
2024
Q3 | $5.38M | Buy |
22,254
+3,099
| +16% | +$749K | 4.62% | 3 |
|
|
2024
Q2 | $4.03M | Buy |
19,155
+11,560
| +152% | +$2.43M | 8.96% | 2 |
|
|
2024
Q1 | $1.3M | Sell |
7,595
-7,909
| -51% | -$1.36M | 0.57% | 36 |
|
|
2023
Q4 | $2.98M | Sell |
15,504
-8,778
| -36% | -$1.69M | 3.18% | 11 |
|
|
2023
Q3 | $4.16M | Buy |
24,282
+1,342
| +6% | +$230K | 2.28% | 11 |
|
|
2023
Q2 | $4.45M | Sell |
22,940
-129,179
| -85% | -$25.1M | 2.28% | 10 |
|
|
2023
Q1 | $25.1M | Buy |
152,119
+110,423
| +265% | +$18.2M | 11.34% | 1 |
|
|
2022
Q4 | $5.42M | Buy |
41,696
+18,459
| +79% | +$2.4M | 1.8% | 11 |
|
|
2022
Q3 | $3.21M | Sell |
23,237
-2,315
| -9% | -$320K | 2.2% | 8 |
|
|
2022
Q2 | $3.49M | Sell |
25,552
-10,094
| -28% | -$1.38M | 2.25% | 10 |
|
|
2022
Q1 | $6.22M | Sell |
35,646
-1,197
| -3% | -$209K | 3.12% | 5 |
|
|
2021
Q4 | $6.54M | Sell |
36,843
-2,715
| -7% | -$482K | 2.87% | 6 |
|
|
2021
Q3 | $5.6M | Buy |
+39,558
| New | +$5.6M | 2.65% | 7 |
|
|
2021
Q2 | – | Sell |
-45,787
| Closed | -$5.59M | – | 95 |
|
|
2021
Q1 | $5.59M | Buy |
45,787
+42,874
| +1,472% | +$5.24M | 3% | 7 |
|
|
2020
Q4 | $387K | Hold |
2,913
| – | – | 1.18% | 18 |
|
|
2020
Q3 | $337K | Buy |
2,913
+622
| +27% | +$72K | 1.11% | 21 |
|
|
2020
Q2 | $836K | Sell |
2,291
-635
| -22% | -$232K | 2.2% | 16 |
|
|
2020
Q1 | $744K | Buy |
2,926
+2,880
| +6,261% | +$732K | 2.35% | 15 |
|
|
2019
Q4 | $14K | Sell |
46
-361
| -89% | -$110K | 0.03% | 27 |
|
|
2019
Q3 | $91K | Sell |
407
-4,108
| -91% | -$918K | 0.18% | 25 |
|
|
2019
Q2 | $894K | Buy |
4,515
+28
| +0.6% | +$5.54K | 0.52% | 41 |
|
|
2019
Q1 | $852K | Buy |
4,487
+1,165
| +35% | +$221K | 0.46% | 59 |
|
|
2018
Q4 | $524K | Sell |
3,322
-2,731
| -45% | -$431K | 0.27% | 60 |
|
|
2018
Q3 | $1.37M | Buy |
6,053
+2,313
| +62% | +$522K | 0.51% | 32 |
|
|
2018
Q2 | $692K | Buy |
+3,740
| New | +$692K | 0.27% | 59 |
|
|
2017
Q1 | – | Sell |
-5,709
| Closed | -$661K | – | 88 |
|
|
2016
Q4 | $661K | Sell |
5,709
-36,457
| -86% | -$4.22M | 0.6% | 26 |
|
|
2016
Q3 | $4.77M | Buy |
42,166
+21,167
| +101% | +$2.39M | 1.33% | 18 |
|
|
2016
Q2 | $2.01M | Sell |
20,999
-2,500
| -11% | -$239K | 1.23% | 18 |
|
|
2016
Q1 | $2.56M | Hold |
23,499
| – | – | 1.24% | 19 |
|
|
2015
Q4 | $2.47M | Hold |
23,499
| – | – | 1.07% | 21 |
|
|
2015
Q3 | $2.59M | Buy |
23,499
+4,250
| +22% | +$469K | 1.18% | 19 |
|
|
2015
Q2 | $2.41M | Hold |
19,249
| – | – | 0.9% | 26 |
|
|
2015
Q1 | $2.4M | Sell |
19,249
-19,249
| -50% | -$2.4M | 0.92% | 24 |
|
|
2014
Q4 | $4.25M | Buy |
38,498
+25,808
| +203% | +$2.85M | 0.91% | 24 |
|
|
2014
Q3 | $1.28M | Buy |
12,690
+860
| +7% | +$86.7K | 0.42% | 34 |
|
|
2014
Q2 | $1.1M | Buy |
11,830
+9,420
| +391% | +$875K | 0.34% | 39 |
|
|
2014
Q1 | $1.29M | Hold |
2,410
| – | – | 0.34% | 37 |
|
|
2013
Q4 | $1.35M | Hold |
2,410
| – | – | 0.31% | 39 |
|
|
2013
Q3 | $1.15M | Hold |
2,410
| – | – | 0.29% | 40 |
|
|
2013
Q2 | $956K | Buy |
+2,410
| New | +$956K | 0.21% | 47 |
|