Advisory Alpha’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5M | Buy |
134,069
+4,118
| +3% | +$845K | 0.86% | 29 |
|
|
2025
Q1 | $28.9M | Buy |
129,951
+10,968
| +9% | +$2.44M | 0.98% | 26 |
|
|
2024
Q4 | $29.8M | Buy |
118,983
+5,409
| +5% | +$1.35M | 1.06% | 25 |
|
|
2024
Q3 | $26.5M | Buy |
113,574
+12,598
| +12% | +$2.94M | 0.94% | 29 |
|
|
2024
Q2 | $21.3M | Buy |
100,976
+11,947
| +13% | +$2.52M | 0.84% | 30 |
|
|
2024
Q1 | $15.3M | Buy |
89,029
+5,425
| +6% | +$930K | 0.63% | 33 |
|
|
2023
Q4 | $15.6M | Buy |
83,604
+15,884
| +23% | +$2.96M | 0.71% | 33 |
|
|
2023
Q3 | $11.6M | Sell |
67,720
-4,471
| -6% | -$765K | 0.6% | 35 |
|
|
2023
Q2 | $14M | Buy |
72,191
+6,537
| +10% | +$1.27M | 0.72% | 33 |
|
|
2023
Q1 | $10.8M | Buy |
65,654
+1,944
| +3% | +$321K | 0.69% | 29 |
|
|
2022
Q4 | $8.28M | Sell |
63,710
-3,788
| -6% | -$492K | 0.59% | 32 |
|
|
2022
Q3 | $9.33M | Buy |
67,498
+1,493
| +2% | +$206K | 0.71% | 33 |
|
|
2022
Q2 | $9.02M | Sell |
66,005
-1,143
| -2% | -$156K | 0.68% | 29 |
|
|
2022
Q1 | $11.7M | Buy |
67,148
+555
| +0.8% | +$96.9K | 0.76% | 27 |
|
|
2021
Q4 | $11.8M | Buy |
66,593
+4,235
| +7% | +$752K | 0.69% | 29 |
|
|
2021
Q3 | $8.82M | Buy |
62,358
+10,990
| +21% | +$1.56M | 0.61% | 28 |
|
|
2021
Q2 | $7.04M | Buy |
51,368
+983
| +2% | +$135K | 0.58% | 31 |
|
|
2021
Q1 | $6.16M | Buy |
50,385
+7,655
| +18% | +$935K | 0.62% | 33 |
|
|
2020
Q4 | $5.67M | Buy |
42,730
+542
| +1% | +$71.9K | 1.16% | 16 |
|
|
2020
Q3 | $4.86M | Buy |
42,188
+1,016
| +2% | +$117K | 1.04% | 17 |
|
|
2020
Q2 | $4.65M | Buy |
+41,172
| New | +$4.65M | 1.03% | 18 |
|
|
2020
Q1 | – | Sell |
-38,732
| Closed | -$3.07M | – | 689 |
|
|
2019
Q4 | $3.07M | Buy |
38,732
+1,016
| +3% | +$80.5K | 0.75% | 26 |
|
|
2019
Q3 | $2.14M | Sell |
37,716
-204
| -0.5% | -$11.6K | 0.63% | 31 |
|
|
2019
Q2 | $1.92M | Buy |
37,920
+240
| +0.6% | +$12.2K | 0.64% | 30 |
|
|
2019
Q1 | $1.89M | Buy |
37,680
+7,548
| +25% | +$379K | 0.68% | 27 |
|
|
2018
Q4 | $1.28M | Buy |
+30,132
| New | +$1.28M | 0.6% | 29 |
|