Ackerman Capital 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 | $1.1M | Sell |
5,352
-97
| -2% | -$19.9K | 0.26% | 51 |
|
|
2025
Q1 | $1.21M | Sell |
5,449
-303
| -5% | -$67.3K | 0.32% | 43 |
|
|
2024
Q4 | $1.44M | Hold |
5,752
| – | – | 0.38% | 37 |
|
|
2024
Q3 | $1.34M | Hold |
5,752
| – | – | 0.35% | 39 |
|
|
2024
Q2 | $1.21M | Hold |
5,752
| – | – | 0.32% | 43 |
|
|
2024
Q1 | $986K | Sell |
5,752
-258
| -4% | -$44.2K | 0.27% | 51 |
|
|
2023
Q4 | $1.16M | Buy |
6,010
+258
| +4% | +$49.7K | 0.32% | 50 |
|
|
2023
Q3 | $985K | Hold |
5,752
| – | – | 0.27% | 47 |
|
|
2023
Q2 | $1.12M | Buy |
5,752
+341
| +6% | +$66.1K | 0.29% | 46 |
|
|
2023
Q1 | $892K | Hold |
5,411
| – | – | 0.23% | 53 |
|
|
2022
Q4 | $703K | Sell |
5,411
-1,000
| -16% | -$130K | 0.19% | 55 |
|
|
2022
Q3 | $886K | Buy |
6,411
+6
| +0.1% | +$829 | 0.25% | 46 |
|
|
2022
Q2 | $876K | Hold |
6,405
| – | – | 0.24% | 51 |
|
|
2022
Q1 | $1.12M | Hold |
6,405
| – | – | 0.26% | 48 |
|
|
2021
Q4 | $1.14M | Buy |
6,405
+17
| +0.3% | +$3.02K | 0.26% | 46 |
|
|
2021
Q3 | $904K | Hold |
6,388
| – | – | 0.21% | 45 |
|
|
2021
Q2 | $875K | Sell |
6,388
-552
| -8% | -$75.6K | 0.2% | 45 |
|
|
2021
Q1 | $848K | Hold |
6,940
| – | – | 0.21% | 49 |
|
|
2020
Q4 | $921K | Hold |
6,940
| – | – | 0.23% | 40 |
|
|
2020
Q3 | $804K | Buy |
6,940
+200
| +3% | +$23.2K | 0.22% | 42 |
|
|
2020
Q2 | $615K | Hold |
6,740
| – | – | 0.18% | 48 |
|
|
2020
Q1 | $428K | Sell |
6,740
-9,184
| -58% | -$583K | 0.17% | 48 |
|
|
2019
Q4 | $1.17M | Buy |
15,924
+20
| +0.1% | +$1.47K | 0.35% | 41 |
|
|
2019
Q3 | $891K | Sell |
15,904
-108
| -0.7% | -$6.05K | 0.31% | 49 |
|
|
2019
Q2 | $792 | Buy |
16,012
+1,656
| +12% | +$82 | ﹤0.01% | 89 |
|
|
2019
Q1 | $682 | Sell |
14,356
-10,016
| -41% | -$476 | ﹤0.01% | 97 |
|
|
2018
Q4 | $961 | Buy |
+24,372
| New | +$961 | 0.07% | 83 |
|
|
2018
Q1 | $1.33M | Buy |
31,332
+15,236
| +95% | +$645K | 0.53% | 33 |
|
|
2017
Q4 | $620K | Buy |
+16,096
| New | +$620K | 0.26% | 36 |
|
|
2017
Q2 | $597K | Buy |
+16,588
| New | +$597K | 0.25% | 45 |
|