Accuvest Global 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 | $6.39M | Buy |
25,170
+3,365
| +15% | +$876K | 5.96% | 2 |
|
|
2025
Q4 | $5.93M | Sell |
21,805
-2,120
| -9% | -$569K | 4.37% | 5 |
|
|
2025
Q3 | $6.09M | Buy |
23,925
+2,440
| +11% | +$551K | 3.8% | 3 |
|
|
2025
Q2 | $4.41M | Buy |
21,485
+2,687
| +14% | +$543K | 2.87% | 11 |
|
|
2025
Q1 | $4.18M | Sell |
18,798
-2,306
| -11% | -$534K | 3.55% | 4 |
|
|
2024
Q4 | $5.33M | Sell |
21,104
-1,150
| -5% | -$271K | 7.46% | 4 |
|
|
2024
Q3 | $5.38M | Buy |
22,254
+3,099
| +16% | +$692K | 4.62% | 3 |
|
|
2024
Q2 | $4.03M | Buy |
19,155
+11,560
| +152% | +$2.16M | 8.96% | 2 |
|
|
2024
Q1 | $1.3M | Sell |
7,595
-7,909
| -51% | -$1.44M | 0.57% | 36 |
|
|
2023
Q4 | $2.98M | Sell |
15,504
-8,778
| -36% | -$1.62M | 3.18% | 11 |
|
|
2023
Q3 | $4.16M | Buy |
24,282
+1,342
| +6% | +$246K | 2.28% | 11 |
|
|
2023
Q2 | $4.45M | Sell |
22,940
-129,179
| -85% | -$22.5M | 2.28% | 10 |
|
|
2023
Q1 | $25.1M | Buy |
152,119
+110,423
| +265% | +$16.3M | 11.34% | 1 |
|
|
2022
Q4 | $5.42M | Buy |
41,696
+18,459
| +79% | +$2.64M | 1.8% | 11 |
|
|
2022
Q3 | $3.21M | Sell |
23,237
-2,315
| -9% | -$363K | 2.2% | 8 |
|
|
2022
Q2 | $3.49M | Sell |
25,552
-10,094
| -28% | -$1.53M | 2.25% | 10 |
|
|
2022
Q1 | $6.22M | Sell |
35,646
-1,197
| -3% | -$201K | 3.12% | 5 |
|
|
2021
Q4 | $6.54M | Sell |
36,843
-2,715
| -7% | -$429K | 2.87% | 6 |
|
|
2021
Q3 | $5.6M | Buy |
+39,558
| New | +$5.82M | 2.65% | 7 |
|
|
2021
Q2 | – | Sell |
-45,787
| Closed | -$5.59M | – | 95 |
|
|
2021
Q1 | $5.59M | Buy |
45,787
+42,874
| +1,472% | +$5.5M | 3% | 7 |
|
|
2020
Q4 | $387K | Hold |
2,913
| – | – | 1.18% | 18 |
|
|
2020
Q3 | $337K | Sell |
2,913
-6,251
| -68% | -$682K | 1.11% | 21 |
|
|
2020
Q2 | $836K | Sell |
9,164
-2,540
| -22% | -$197K | 2.2% | 16 |
|
|
2020
Q1 | $744K | Buy |
11,704
+11,520
| +6,261% | +$847K | 2.35% | 15 |
|
|
2019
Q4 | $14K | Sell |
184
-1,444
| -89% | -$92.9K | 0.03% | 27 |
|
|
2019
Q3 | $91K | Sell |
1,628
-16,432
| -91% | -$859K | 0.18% | 25 |
|
|
2019
Q2 | $894K | Buy |
18,060
+112
| +0.6% | +$5.46K | 0.52% | 41 |
|
|
2019
Q1 | $852K | Buy |
17,948
+4,660
| +35% | +$198K | 0.46% | 59 |
|
|
2018
Q4 | $524K | Sell |
13,288
-10,924
| -45% | -$530K | 0.27% | 60 |
|
|
2018
Q3 | $1.37M | Buy |
24,212
+9,252
| +62% | +$482K | 0.51% | 32 |
|
|
2018
Q2 | $692K | Buy |
+14,960
| New | +$678K | 0.27% | 59 |
|
|
2017
Q1 | – | Sell |
-22,836
| Closed | -$661K | – | 88 |
|
|
2016
Q4 | $661K | Sell |
22,836
-145,828
| -86% | -$4.13M | 0.6% | 26 |
|
|
2016
Q3 | $4.77M | Buy |
168,664
+84,668
| +101% | +$2.24M | 1.33% | 18 |
|
|
2016
Q2 | $2.01M | Sell |
83,996
-10,000
| -11% | -$249K | 1.23% | 18 |
|
|
2016
Q1 | $2.56M | Hold |
93,996
| – | – | 1.24% | 19 |
|
|
2015
Q4 | $2.47M | Hold |
93,996
| – | – | 1.07% | 21 |
|
|
2015
Q3 | $2.59M | Buy |
93,996
+17,000
| +22% | +$499K | 1.18% | 19 |
|
|
2015
Q2 | $2.41M | Hold |
76,996
| – | – | 0.9% | 26 |
|
|
2015
Q1 | $2.4M | Sell |
76,996
-76,996
| -50% | -$2.32M | 0.92% | 24 |
|
|
2014
Q4 | $4.25M | Buy |
153,992
+103,232
| +203% | +$2.81M | 0.91% | 24 |
|
|
2014
Q3 | $1.28M | Buy |
50,760
+3,440
| +7% | +$84.4K | 0.42% | 34 |
|
|
2014
Q2 | $1.1M | Sell |
47,320
-20,160
| -30% | -$429K | 0.34% | 39 |
|
|
2014
Q1 | $1.29M | Hold |
67,480
| – | – | 0.34% | 37 |
|
|
2013
Q4 | $1.35M | Hold |
67,480
| – | – | 0.31% | 39 |
|
|
2013
Q3 | $1.15M | Hold |
67,480
| – | – | 0.29% | 40 |
|
|
2013
Q2 | $956K | Buy |
+67,480
| New | +$1.04M | 0.21% | 47 |
|
Other funds holding AAPL
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