AO
Advisor OS’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.8M | Buy |
159,678
+6,373
| +4% | +$1.31M | 3.22% | 7 |
|
|
2025
Q1 | $34.1M | Sell |
153,305
-3,869
| -2% | -$859K | 3.88% | 5 |
|
|
2024
Q4 | $39.4M | Buy |
157,174
+14,516
| +10% | +$3.64M | 4.56% | 3 |
|
|
2024
Q3 | $33.2M | Buy |
142,658
+6,916
| +5% | +$1.61M | 3.31% | 4 |
|
|
2024
Q2 | $28.6M | Sell |
135,742
-1,922
| -1% | -$405K | 3.13% | 4 |
|
|
2024
Q1 | $23.6M | Sell |
137,664
-14,536
| -10% | -$2.49M | 2.71% | 5 |
|
|
2023
Q4 | $29.3M | Buy |
152,200
+60,273
| +66% | +$11.6M | 3.81% | 5 |
|
|
2023
Q3 | $15.7M | Buy |
91,927
+8,859
| +11% | +$1.52M | 2.36% | 8 |
|
|
2023
Q2 | $16.1M | Buy |
83,068
+43,085
| +108% | +$8.36M | 2.64% | 6 |
|
|
2023
Q1 | $6.59M | Buy |
39,983
+4,250
| +12% | +$701K | 1.58% | 9 |
|
|
2022
Q4 | $4.64M | Buy |
35,733
+19,611
| +122% | +$2.55M | 1.23% | 16 |
|
|
2022
Q3 | $2.23M | Sell |
16,122
-2,003
| -11% | -$277K | 0.67% | 29 |
|
|
2022
Q2 | $2.48M | Sell |
18,125
-757
| -4% | -$103K | 0.72% | 29 |
|
|
2022
Q1 | $3.3M | Sell |
18,882
-25,704
| -58% | -$4.49M | 0.95% | 22 |
|
|
2021
Q4 | $7.92M | Buy |
44,586
+5,190
| +13% | +$922K | 1.62% | 11 |
|
|
2021
Q3 | $5.58M | Sell |
39,396
-1,226
| -3% | -$173K | 1.21% | 15 |
|
|
2021
Q2 | $5.56M | Sell |
40,622
-2,960
| -7% | -$405K | 1.15% | 18 |
|
|
2021
Q1 | $5.32M | Buy |
43,582
+1,141
| +3% | +$139K | 1.21% | 18 |
|
|
2020
Q4 | $5.63M | Buy |
42,441
+32,047
| +308% | +$4.25M | 1.51% | 16 |
|
|
2020
Q3 | $1.2M | Buy |
10,394
+6,231
| +150% | +$722K | 0.51% | 27 |
|
|
2020
Q2 | $1.52M | Buy |
+4,163
| New | +$1.52M | 0.91% | 26 |
|