APIM
Agate Pass Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
48,995
+1,497
| +3% | +$307K | 4.13% | 4 |
|
|
2025
Q1 | $10.6M | Buy |
47,498
+723
| +2% | +$161K | 4.51% | 2 |
|
|
2024
Q4 | $11.7M | Buy |
46,775
+1,655
| +4% | +$414K | 5.3% | 2 |
|
|
2024
Q3 | $10.5M | Sell |
45,120
-898
| -2% | -$209K | 5.25% | 3 |
|
|
2024
Q2 | $9.69M | Buy |
46,018
+806
| +2% | +$170K | 5.16% | 4 |
|
|
2024
Q1 | $7.75M | Buy |
45,212
+1,098
| +2% | +$188K | 4.16% | 5 |
|
|
2023
Q4 | $8.49M | Buy |
44,114
+437
| +1% | +$84.1K | 4.92% | 4 |
|
|
2023
Q3 | $7.48M | Sell |
43,677
-1,624
| -4% | -$278K | 5.07% | 3 |
|
|
2023
Q2 | $8.79M | Buy |
45,301
+406
| +0.9% | +$78.8K | 5.33% | 1 |
|
|
2023
Q1 | $7.4M | Buy |
44,895
+342
| +0.8% | +$56.4K | 4.84% | 2 |
|
|
2022
Q4 | $5.79M | Buy |
44,553
+11
| +0% | +$1.43K | 4.09% | 4 |
|
|
2022
Q3 | $6.16M | Buy |
44,542
+226
| +0.5% | +$31.2K | 4.7% | 3 |
|
|
2022
Q2 | $6.06M | Buy |
44,316
+690
| +2% | +$94.3K | 4.27% | 5 |
|
|
2022
Q1 | $7.62M | Buy |
43,626
+225
| +0.5% | +$39.3K | 4.76% | 3 |
|
|
2021
Q4 | $7.71M | Buy |
+43,401
| New | +$7.71M | 4.79% | 3 |
|