Adero Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $30M | Buy |
134,925
+1,012
| +0.8% | +$225K | 1.96% | 12 |
|
|
2024
Q4 | $33.5M | Buy |
133,913
+9,924
| +8% | +$2.49M | 2.16% | 14 |
|
|
2024
Q3 | $28.9M | Sell |
123,989
-1,096
| -0.9% | -$255K | 1.92% | 13 |
|
|
2024
Q2 | $26.3M | Buy |
125,085
+33,602
| +37% | +$7.08M | 1.92% | 15 |
|
|
2024
Q1 | $15.7M | Sell |
91,483
-8,170
| -8% | -$1.4M | 1.19% | 18 |
|
|
2023
Q4 | $19.2M | Buy |
99,653
+2,761
| +3% | +$532K | 1.63% | 13 |
|
|
2023
Q3 | $16.6M | Buy |
96,892
+7,576
| +8% | +$1.3M | 1.6% | 13 |
|
|
2023
Q2 | $17.3M | Buy |
89,316
+27,839
| +45% | +$5.4M | 1.71% | 13 |
|
|
2023
Q1 | $10.1M | Sell |
61,477
-3,338
| -5% | -$550K | 1.11% | 17 |
|
|
2022
Q4 | $8.42M | Buy |
64,815
+27,578
| +74% | +$3.58M | 1.01% | 17 |
|
|
2022
Q3 | $5.57M | Buy |
37,237
+171
| +0.5% | +$25.6K | 0.7% | 23 |
|
|
2022
Q2 | $5.39M | Sell |
37,066
-934
| -2% | -$136K | 0.76% | 21 |
|
|
2022
Q1 | $6.64M | Buy |
38,000
+6,212
| +20% | +$1.08M | 0.98% | 17 |
|
|
2021
Q4 | $5.65M | Sell |
31,788
-1,019
| -3% | -$181K | 0.93% | 22 |
|
|
2021
Q3 | $4.64M | Buy |
32,807
+836
| +3% | +$118K | 0.84% | 22 |
|
|
2021
Q2 | $4.38M | Buy |
31,971
+3,776
| +13% | +$517K | 1.01% | 21 |
|
|
2021
Q1 | $3.44M | Buy |
28,195
+17,395
| +161% | +$2.12M | 1.54% | 16 |
|
|
2020
Q4 | $1.43M | Sell |
10,800
-15,611
| -59% | -$2.07M | 1.23% | 17 |
|
|
2020
Q3 | $3.06M | Buy |
26,411
+5,611
| +27% | +$650K | 2.45% | 7 |
|
|
2020
Q2 | $1.9M | Sell |
20,800
-2,424
| -10% | -$221K | 1.97% | 11 |
|
|
2020
Q1 | $1.48M | Sell |
23,224
-364
| -2% | -$23.1K | 2.44% | 8 |
|
|
2019
Q4 | $1.73M | Buy |
+23,588
| New | +$1.73M | 1.94% | 11 |
|