AdvisorShares Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
2,275
+275
| +14% | +$56.4K | 0.08% | 158 |
|
|
2025
Q1 | $446K | Buy |
+2,000
| New | +$446K | 0.09% | 141 |
|
|
2024
Q3 | – | Sell |
-2,288
| Closed | -$496K | – | 267 |
|
|
2024
Q2 | $496K | Sell |
2,288
-26
| -1% | -$5.64K | 0.09% | 111 |
|
|
2024
Q1 | $397K | Hold |
2,314
| – | – | 0.07% | 190 |
|
|
2023
Q4 | $446K | Sell |
2,314
-27
| -1% | -$5.2K | 0.1% | 150 |
|
|
2023
Q3 | $401K | Sell |
2,341
-560
| -19% | -$95.9K | 0.11% | 118 |
|
|
2023
Q2 | $563K | Sell |
2,901
-66
| -2% | -$12.8K | 0.16% | 54 |
|
|
2023
Q1 | $489K | Buy |
+2,967
| New | +$489K | 0.15% | 51 |
|
|
2022
Q2 | – | Sell |
-5,200
| Closed | -$908K | – | 231 |
|
|
2022
Q1 | $908K | Buy |
+5,200
| New | +$908K | 0.15% | 69 |
|
|
2021
Q2 | – | Sell |
-15,607
| Closed | -$1.91M | – | 192 |
|
|
2021
Q1 | $1.91M | Buy |
15,607
+1,233
| +9% | +$151K | 0.24% | 51 |
|
|
2020
Q4 | $1.91M | Buy |
14,374
+2,940
| +26% | +$390K | 0.44% | 28 |
|
|
2020
Q3 | $1.32K | Sell |
11,434
-278
| -2% | -$32 | 0.06% | 36 |
|
|
2020
Q2 | $1.07M | Buy |
+11,712
| New | +$1.07M | 0.45% | 32 |
|