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All Season Financial Advisors’s Apple AAPL Stock Holding History

All Season Financial Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.58M Buy
6,760
+27
+0.4% +$6.03K 1.34% 23
2024
Q2 		$1.42M Buy
6,733
+201
+3% +$37.5K 1.29% 23
2024
Q1 		$1.12M Buy
6,532
+25
+0.4% +$4.55K 0.93% 27
2023
Q4 		$1.25M Sell
6,507
-203
-3% -$37.5K 1.06% 25
2023
Q3 		$1.15M Sell
6,710
-37
-0.5% -$6.79K 1.16% 21
2023
Q2 		$1.31M Sell
6,747
-132
-2% -$23K 1.17% 21
2023
Q1 		$1.13M Sell
6,879
-78
-1% -$11.5K 1.03% 21
2022
Q4 		$904K Sell
6,957
-896
-11% -$128K 0.8% 29
2022
Q3 		$1.08M Buy
7,853
+760
+11% +$119K 1.18% 21
2022
Q2 		$970K Buy
7,093
+124
+2% +$18.8K 0.83% 30
2022
Q1 		$1.22M Buy
6,969
+482
+7% +$81.1K 0.86% 33
2021
Q4 		$1.15M Buy
6,487
+3,583
+123% +$566K 0.8% 31
2021
Q3 		$411K Buy
2,904
+44
+2% +$6.48K 0.33% 69
2021
Q2 		$392K Buy
+2,860
New +$371K 0.28% 78

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

All Season Financial Advisors's AAPL Position: Q3 2024 in Review

All Season Financial Advisors increased its Apple (AAPL) stake by 0.4% in Q3 2024, buying an estimated $6.03K and bringing the position to 6,760 shares worth $1.58M. The position accounts for 1.34% of the portfolio, ranked #23.

All Season Financial Advisors first reported a position in AAPL in Q2 2021 and has held it in 14 quarters since. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • All Season Financial Advisors held 6,760 shares of Apple worth $1.58M as of Q3 2024.
  • All Season Financial Advisors bought 27 Apple shares in Q3 2024, an estimated $6.03K.
  • Apple made up 1.34% of All Season Financial Advisors's portfolio in Q3 2024, its #23 holding.
  • All Season Financial Advisors first reported a position in Apple in Q2 2021 and has held it in 14 quarters since.
  • 5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.