AR
Advisory Research’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.7M | Buy |
32,641
+4,576
| +16% | +$939K | 1.03% | 30 |
|
|
2025
Q1 | $6.23M | Buy |
28,065
+20,875
| +290% | +$4.64M | 1.1% | 28 |
|
|
2024
Q4 | $1.8M | Sell |
7,190
-4
| -0.1% | -$1K | 0.3% | 71 |
|
|
2024
Q3 | $1.68M | Buy |
7,194
+1,003
| +16% | +$234K | 0.3% | 78 |
|
|
2024
Q2 | $1.3M | Buy |
6,191
+725
| +13% | +$153K | 0.25% | 91 |
|
|
2024
Q1 | $937K | Sell |
5,466
-51,795
| -90% | -$8.88M | 0.19% | 103 |
|
|
2023
Q4 | $11M | Sell |
57,261
-13,308
| -19% | -$2.56M | 1.7% | 14 |
|
|
2023
Q3 | $12.1M | Sell |
70,569
-761
| -1% | -$130K | 1.68% | 5 |
|
|
2023
Q2 | $13.8M | Buy |
71,330
+19,720
| +38% | +$3.83M | 1.77% | 3 |
|
|
2023
Q1 | $8.51M | Sell |
51,610
-55,146
| -52% | -$9.09M | 1.4% | 17 |
|
|
2022
Q4 | $13.9M | Sell |
106,756
-3,457
| -3% | -$449K | 1.3% | 16 |
|
|
2022
Q3 | $15.2M | Buy |
110,213
+27,751
| +34% | +$3.84M | 1.49% | 15 |
|
|
2022
Q2 | $11.3M | Buy |
82,462
+78,561
| +2,014% | +$10.7M | 1.1% | 23 |
|
|
2022
Q1 | $681K | Sell |
3,901
-788
| -17% | -$138K | 0.05% | 220 |
|
|
2021
Q4 | $833K | Buy |
4,689
+37
| +0.8% | +$6.57K | 0.07% | 212 |
|
|
2021
Q3 | $658K | Sell |
4,652
-33
| -0.7% | -$4.67K | 0.04% | 231 |
|
|
2021
Q2 | $642K | Sell |
4,685
-490
| -9% | -$67.1K | 0.04% | 248 |
|
|
2021
Q1 | $632K | Sell |
5,175
-1,055
| -17% | -$129K | 0.04% | 250 |
|
|
2020
Q4 | $827K | Buy |
6,230
+1,944
| +45% | +$258K | 0.06% | 214 |
|
|
2020
Q3 | $496K | Buy |
4,286
+3,176
| +286% | +$368K | 0.05% | 238 |
|
|
2020
Q2 | $405K | Sell |
1,110
-261
| -19% | -$95.2K | 0.04% | 256 |
|
|
2020
Q1 | $349K | Buy |
1,371
+38
| +3% | +$9.67K | 0.02% | 226 |
|
|
2019
Q4 | $391K | Sell |
1,333
-997
| -43% | -$292K | 0.02% | 258 |
|
|
2019
Q3 | $522K | Buy |
2,330
+878
| +60% | +$197K | 0.03% | 244 |
|
|
2019
Q2 | $287K | Buy |
+1,452
| New | +$287K | 0.01% | 339 |
|
|
2019
Q1 | – | Sell |
-3,623
| Closed | -$571K | – | 341 |
|
|
2018
Q4 | $571K | Sell |
3,623
-573
| -14% | -$90.3K | 0.01% | 284 |
|
|
2018
Q3 | $947K | Sell |
4,196
-55
| -1% | -$12.4K | 0.02% | 262 |
|
|
2018
Q2 | $787K | Sell |
4,251
-8,308
| -66% | -$1.54M | 0.01% | 279 |
|
|
2018
Q1 | $2.11M | Sell |
12,559
-2,728
| -18% | -$458K | 0.04% | 211 |
|
|
2017
Q4 | $2.59M | Buy |
15,287
+1,374
| +10% | +$233K | 0.04% | 191 |
|
|
2017
Q3 | $2.14M | Buy |
13,913
+1,402
| +11% | +$216K | 0.03% | 210 |
|
|
2017
Q2 | $1.8M | Buy |
12,511
+3,228
| +35% | +$465K | 0.03% | 236 |
|
|
2017
Q1 | $1.33M | Sell |
9,283
-2,059
| -18% | -$296K | 0.02% | 297 |
|
|
2016
Q4 | $1.31M | Buy |
11,342
+2,495
| +28% | +$289K | 0.02% | 252 |
|
|
2016
Q3 | $1M | Sell |
8,847
-23
| -0.3% | -$2.6K | 0.02% | 179 |
|
|
2016
Q2 | $848K | Buy |
8,870
+7
| +0.1% | +$669 | 0.01% | 185 |
|
|
2016
Q1 | $966K | Sell |
8,863
-1,595
| -15% | -$174K | 0.02% | 181 |
|
|
2015
Q4 | $1.1M | Sell |
10,458
-2,442
| -19% | -$257K | 0.02% | 194 |
|
|
2015
Q3 | $1.42M | Buy |
12,900
+498
| +4% | +$54.9K | 0.02% | 193 |
|
|
2015
Q2 | $1.56M | Sell |
12,402
-275
| -2% | -$34.5K | 0.02% | 198 |
|
|
2015
Q1 | $1.58M | Sell |
12,677
-952
| -7% | -$118K | 0.02% | 204 |
|
|
2014
Q4 | $1.5M | Sell |
13,629
-55
| -0.4% | -$6.07K | 0.02% | 220 |
|
|
2014
Q3 | $1.38M | Sell |
13,684
-1,012
| -7% | -$102K | 0.01% | 231 |
|
|
2014
Q2 | $1.37M | Buy |
14,696
+12,723
| +645% | +$1.18M | 0.01% | 231 |
|
|
2014
Q1 | $1.06M | Buy |
1,973
+15
| +0.8% | +$8.05K | 0.01% | 239 |
|
|
2013
Q4 | $1.1M | Sell |
1,958
-198
| -9% | -$111K | 0.01% | 240 |
|
|
2013
Q3 | $1.03M | Buy |
2,156
+7
| +0.3% | +$3.34K | 0.01% | 237 |
|
|
2013
Q2 | $852K | Buy |
+2,149
| New | +$852K | 0.01% | 250 |
|