Advance Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.65M | Sell |
32,417
-1,880
| -5% | -$386K | 0.3% | 24 |
|
|
2025
Q1 | $7.62M | Buy |
34,297
+415
| +1% | +$92.2K | 0.36% | 23 |
|
|
2024
Q4 | $8.48M | Buy |
33,882
+3,977
| +13% | +$996K | 0.39% | 17 |
|
|
2024
Q3 | $6.97M | Buy |
29,905
+689
| +2% | +$161K | 0.31% | 19 |
|
|
2024
Q2 | $6.15M | Sell |
29,216
-583
| -2% | -$123K | 0.29% | 17 |
|
|
2024
Q1 | $5.11M | Sell |
29,799
-2,510
| -8% | -$430K | 0.35% | 18 |
|
|
2023
Q4 | $6.22M | Sell |
32,309
-1,681
| -5% | -$324K | 0.49% | 14 |
|
|
2023
Q3 | $5.82M | Buy |
33,990
+3,155
| +10% | +$540K | 0.54% | 12 |
|
|
2023
Q2 | $5.98M | Buy |
30,835
+6,321
| +26% | +$1.23M | 0.68% | 13 |
|
|
2023
Q1 | $4.04M | Buy |
24,514
+72
| +0.3% | +$11.9K | 0.72% | 15 |
|
|
2022
Q4 | $3.18M | Sell |
24,442
-394
| -2% | -$51.2K | 0.42% | 17 |
|
|
2022
Q3 | $3.43M | Sell |
24,836
-15
| -0.1% | -$2.07K | 0.42% | 14 |
|
|
2022
Q2 | $3.4M | Buy |
24,851
+3,477
| +16% | +$475K | 0.41% | 12 |
|
|
2022
Q1 | $3.73M | Buy |
21,374
+1,025
| +5% | +$179K | 0.45% | 11 |
|
|
2021
Q4 | $3.61M | Buy |
+20,349
| New | +$3.61M | 0.74% | 9 |
|