AG
Advocate Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.68M | Sell |
42,301
-190
| -0.4% | -$39K | 1.55% | 20 |
|
|
2025
Q1 | $9.44M | Sell |
42,491
-6,113
| -13% | -$1.36M | 1.72% | 16 |
|
|
2024
Q4 | $12.2M | Buy |
48,604
+820
| +2% | +$205K | 2.29% | 6 |
|
|
2024
Q3 | $11.1M | Sell |
47,784
-3,056
| -6% | -$712K | 2.02% | 7 |
|
|
2024
Q2 | $10.7M | Sell |
50,840
-1,582
| -3% | -$333K | 2.16% | 7 |
|
|
2024
Q1 | $8.99M | Sell |
52,422
-4,261
| -8% | -$731K | 1.79% | 13 |
|
|
2023
Q4 | $10.9M | Sell |
56,683
-4,446
| -7% | -$856K | 2.34% | 7 |
|
|
2023
Q3 | $10.5M | Sell |
61,129
-2,738
| -4% | -$469K | 2.43% | 4 |
|
|
2023
Q2 | $12.4M | Sell |
63,867
-734
| -1% | -$142K | 2.73% | 3 |
|
|
2023
Q1 | $10.7M | Sell |
64,601
-5,946
| -8% | -$980K | 2.33% | 5 |
|
|
2022
Q4 | $9.17M | Sell |
70,547
-1,920
| -3% | -$249K | 1.97% | 11 |
|
|
2022
Q3 | $10M | Sell |
72,467
-2,539
| -3% | -$351K | 2.48% | 5 |
|
|
2022
Q2 | $10.3M | Buy |
+75,006
| New | +$10.3M | 2.39% | 6 |
|