AMG
Advisors Management Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.55M | Sell |
46,532
-465
| -1% | -$95.4K | 1.8% | 10 |
|
|
2025
Q1 | $10.4M | Sell |
46,997
-445
| -0.9% | -$98.8K | 2.27% | 7 |
|
|
2024
Q4 | $11.9M | Buy |
47,442
+3,186
| +7% | +$798K | 2.81% | 8 |
|
|
2024
Q3 | $10.3M | Sell |
44,256
-344
| -0.8% | -$80.2K | 2.44% | 9 |
|
|
2024
Q2 | $9.39M | Buy |
44,600
+647
| +1% | +$136K | 2.35% | 9 |
|
|
2024
Q1 | $7.54M | Buy |
43,953
+1,717
| +4% | +$294K | 1.87% | 15 |
|
|
2023
Q4 | $8.13M | Buy |
42,236
+508
| +1% | +$97.8K | 2.21% | 12 |
|
|
2023
Q3 | $7.14M | Sell |
41,728
-203
| -0.5% | -$34.8K | 2.16% | 13 |
|
|
2023
Q2 | $8.13M | Sell |
41,931
-332
| -0.8% | -$64.4K | 2.43% | 10 |
|
|
2023
Q1 | $6.97M | Sell |
42,263
-3,084
| -7% | -$509K | 2.22% | 15 |
|
|
2022
Q4 | $5.89M | Buy |
45,347
+10
| +0% | +$1.3K | 2.23% | 15 |
|
|
2022
Q3 | $6.27M | Sell |
45,337
-334
| -0.7% | -$46.2K | 2.49% | 12 |
|
|
2022
Q2 | $6.24M | Buy |
45,671
+5,451
| +14% | +$745K | 2.19% | 15 |
|
|
2022
Q1 | $7.02M | Sell |
40,220
-56
| -0.1% | -$9.78K | 2.37% | 15 |
|
|
2021
Q4 | $7.15M | Sell |
40,276
-126
| -0.3% | -$22.4K | 2.14% | 11 |
|
|
2021
Q3 | $5.72M | Sell |
40,402
-7,970
| -16% | -$1.13M | 1.77% | 16 |
|
|
2021
Q2 | $6.63M | Buy |
48,372
+2,011
| +4% | +$275K | 1.98% | 13 |
|
|
2021
Q1 | $5.66M | Buy |
46,361
+34,793
| +301% | +$4.25M | 1.78% | 15 |
|
|
2020
Q4 | $1.54M | Sell |
11,568
-62
| -0.5% | -$8.23K | 0.63% | 50 |
|
|
2020
Q3 | $1.35M | Buy |
11,630
+8,809
| +312% | +$1.02M | 0.56% | 51 |
|
|
2020
Q2 | $1.03M | Sell |
2,821
-111
| -4% | -$40.5K | 0.46% | 52 |
|
|
2020
Q1 | $746K | Buy |
2,932
+125
| +4% | +$31.8K | 0.36% | 53 |
|
|
2019
Q4 | $824K | Buy |
2,807
+38
| +1% | +$11.2K | 0.33% | 52 |
|
|
2019
Q3 | $620K | Sell |
2,769
-101
| -4% | -$22.6K | 0.26% | 59 |
|
|
2019
Q2 | $568K | Sell |
2,870
-35
| -1% | -$6.93K | 0.25% | 58 |
|
|
2019
Q1 | $552K | Buy |
2,905
+376
| +15% | +$71.4K | 0.25% | 59 |
|
|
2018
Q4 | $399K | Buy |
2,529
+43
| +2% | +$6.78K | 0.21% | 60 |
|
|
2018
Q3 | $561K | Buy |
2,486
+2
| +0.1% | +$451 | 0.26% | 58 |
|
|
2018
Q2 | $460K | Sell |
2,484
-62
| -2% | -$11.5K | 0.22% | 60 |
|
|
2018
Q1 | $424K | Sell |
2,546
-9
| -0.4% | -$1.5K | 0.22% | 59 |
|
|
2017
Q4 | $432K | Buy |
2,555
+4
| +0.2% | +$676 | 0.22% | 59 |
|
|
2017
Q3 | $393K | Buy |
2,551
+128
| +5% | +$19.7K | 0.21% | 56 |
|
|
2017
Q2 | $349K | Sell |
2,423
-46
| -2% | -$6.63K | 0.19% | 61 |
|
|
2017
Q1 | $355K | Buy |
2,469
+139
| +6% | +$20K | 0.22% | 54 |
|
|
2016
Q4 | $270K | Sell |
2,330
-171
| -7% | -$19.8K | 0.18% | 60 |
|
|
2016
Q3 | $283K | Buy |
2,501
+175
| +8% | +$19.8K | 0.19% | 57 |
|
|
2016
Q2 | $222K | Sell |
2,326
-181
| -7% | -$17.3K | 0.15% | 61 |
|
|
2016
Q1 | $273K | Buy |
+2,507
| New | +$273K | 0.2% | 57 |
|