AF
Aldebaran Financial’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Buy |
24,692
+491
| +2% | +$101K | 5.61% | 4 |
|
|
2025
Q1 | $5.38M | Sell |
24,201
-408
| -2% | -$90.6K | 6.57% | 3 |
|
|
2024
Q4 | $6.21M | Sell |
24,609
-4,703
| -16% | -$1.19M | 7.25% | 3 |
|
|
2024
Q3 | $6.83M | Sell |
29,312
-331
| -1% | -$77.1K | 8.05% | 2 |
|
|
2024
Q2 | $6.24M | Buy |
29,643
+308
| +1% | +$64.9K | 8.18% | 2 |
|
|
2024
Q1 | $5.03M | Sell |
29,335
-2,133
| -7% | -$366K | 7.11% | 3 |
|
|
2023
Q4 | $6.06M | Sell |
31,468
-1,208
| -4% | -$233K | 8.93% | 1 |
|
|
2023
Q3 | $5.59M | Sell |
32,676
-4,250
| -12% | -$728K | 8.73% | 1 |
|
|
2023
Q2 | $7.16M | Sell |
36,926
-3,520
| -9% | -$683K | 9.73% | 2 |
|
|
2023
Q1 | $6.67M | Sell |
40,446
-12,999
| -24% | -$2.14M | 8.6% | 2 |
|
|
2022
Q4 | $6.94M | Sell |
53,445
-859
| -2% | -$112K | 7.46% | 2 |
|
|
2022
Q3 | $7.55M | Sell |
54,304
-1,828
| -3% | -$254K | 8.29% | 2 |
|
|
2022
Q2 | $7.67M | Sell |
56,132
-1,818
| -3% | -$248K | 8.11% | 2 |
|
|
2022
Q1 | $10.1M | Buy |
57,950
+876
| +2% | +$153K | 7.86% | 2 |
|
|
2021
Q4 | $10.1M | Buy |
57,074
+803
| +1% | +$143K | 7.48% | 2 |
|
|
2021
Q3 | $7.96M | Buy |
56,271
+214
| +0.4% | +$30.3K | 6.43% | 3 |
|
|
2021
Q2 | $7.65M | Sell |
56,057
-943
| -2% | -$129K | 6.28% | 3 |
|
|
2021
Q1 | $6.96M | Buy |
57,000
+455
| +0.8% | +$55.6K | 6.14% | 3 |
|
|
2020
Q4 | $7.5M | Buy |
56,545
+946
| +2% | +$126K | 6.98% | 2 |
|
|
2020
Q3 | $6.44M | Buy |
55,599
+43,410
| +356% | +$5.03M | 6.69% | 3 |
|
|
2020
Q2 | $4.45M | Sell |
12,189
-5,806
| -32% | -$2.12M | 5.22% | 3 |
|
|
2020
Q1 | $4.58M | Sell |
17,995
-420
| -2% | -$107K | 4.47% | 3 |
|
|
2019
Q4 | $5.41M | Sell |
18,415
-5,142
| -22% | -$1.51M | 4.11% | 2 |
|
|
2019
Q3 | $5.29M | Buy |
23,557
+317
| +1% | +$71.2K | 3.53% | 4 |
|
|
2019
Q2 | $4.6M | Sell |
23,240
-315
| -1% | -$62.3K | 3.18% | 4 |
|
|
2019
Q1 | $4.47M | Sell |
23,555
-625
| -3% | -$119K | 3.15% | 4 |
|
|
2018
Q4 | $3.81M | Sell |
24,180
-109
| -0.4% | -$17.2K | 2.9% | 6 |
|
|
2018
Q3 | $5.48M | Sell |
24,289
-37
| -0.2% | -$8.35K | 3.56% | 3 |
|
|
2018
Q2 | $4.5M | Sell |
24,326
-1,565
| -6% | -$290K | 3.09% | 4 |
|
|
2018
Q1 | $4.34M | Sell |
25,891
-429
| -2% | -$72K | 2.91% | 7 |
|
|
2017
Q4 | $4.45M | Buy |
26,320
+607
| +2% | +$103K | 2.96% | 4 |
|
|
2017
Q3 | $3.96M | Sell |
25,713
-19
| -0.1% | -$2.93K | 2.73% | 8 |
|
|
2017
Q2 | $3.71M | Buy |
25,732
+1,255
| +5% | +$181K | 2.7% | 9 |
|
|
2017
Q1 | $3.52M | Buy |
24,477
+9
| +0% | +$1.29K | 2.68% | 10 |
|
|
2016
Q4 | $2.83M | Sell |
24,468
-358
| -1% | -$41.5K | 2.24% | 9 |
|
|
2016
Q3 | $2.81M | Sell |
24,826
-1,370
| -5% | -$155K | 2.23% | 11 |
|
|
2016
Q2 | $2.53M | Buy |
26,196
+50
| +0.2% | +$4.83K | 2.03% | 13 |
|
|
2016
Q1 | $2.85M | Buy |
26,146
+200
| +0.8% | +$21.8K | 2.49% | 9 |
|
|
2015
Q4 | $2.73M | Buy |
25,946
+625
| +2% | +$65.8K | 2.53% | 6 |
|
|
2015
Q3 | $2.8M | Buy |
25,321
+1,024
| +4% | +$113K | 2.64% | 8 |
|
|
2015
Q2 | $3.05M | Sell |
24,297
-690
| -3% | -$86.5K | 2.57% | 7 |
|
|
2015
Q1 | $3.05M | Sell |
24,987
-179
| -0.7% | -$21.9K | 2.62% | 5 |
|
|
2014
Q4 | $2.65M | Sell |
25,166
-1,300
| -5% | -$137K | 2.32% | 7 |
|
|
2014
Q3 | $2.54M | Sell |
26,466
-3,010
| -10% | -$289K | 2.27% | 8 |
|
|
2014
Q2 | $2.56M | Buy |
29,476
+26,110
| +776% | +$2.27M | 2.01% | 10 |
|
|
2014
Q1 | $1.81M | Sell |
3,366
-809
| -19% | -$434K | 1.58% | 17 |
|
|
2013
Q4 | $2.34M | Buy |
+4,175
| New | +$2.34M | 2.23% | 9 |
|