ATFA
All Terrain Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
60,213
-98
| -0.2% | -$20.1K | 3.54% | 5 |
|
|
2025
Q1 | $13.4M | Sell |
60,311
-467
| -0.8% | -$104K | 4.22% | 4 |
|
|
2024
Q4 | $15.2M | Sell |
60,778
-67
| -0.1% | -$16.8K | 4.98% | 4 |
|
|
2024
Q3 | $14.2M | Sell |
60,845
-1,148
| -2% | -$267K | 5.2% | 4 |
|
|
2024
Q2 | $13.1M | Sell |
61,993
-354
| -0.6% | -$74.6K | 5.18% | 4 |
|
|
2024
Q1 | $10.7M | Buy |
62,347
+506
| +0.8% | +$86.8K | 4.2% | 5 |
|
|
2023
Q4 | $11.9M | Sell |
61,841
-1,044
| -2% | -$201K | 4.49% | 5 |
|
|
2023
Q3 | $10.8M | Sell |
62,885
-1,958
| -3% | -$335K | 4.52% | 4 |
|
|
2023
Q2 | $12.6M | Sell |
64,843
-2,652
| -4% | -$514K | 4.77% | 4 |
|
|
2023
Q1 | $11.1M | Sell |
67,495
-2,238
| -3% | -$369K | 4.57% | 5 |
|
|
2022
Q4 | $9.06M | Buy |
69,733
+517
| +0.7% | +$67.2K | 4% | 5 |
|
|
2022
Q3 | $9.57M | Buy |
69,216
+66
| +0.1% | +$9.12K | 4.12% | 5 |
|
|
2022
Q2 | $9.45M | Buy |
69,150
+1,314
| +2% | +$180K | 4.02% | 5 |
|
|
2022
Q1 | $11.8M | Sell |
67,836
-1,557
| -2% | -$272K | 4.78% | 4 |
|
|
2021
Q4 | $12.3M | Sell |
69,393
-829
| -1% | -$147K | 5.03% | 4 |
|
|
2021
Q3 | $9.94M | Sell |
70,222
-11,476
| -14% | -$1.62M | 4.34% | 5 |
|
|
2021
Q2 | $11.2M | Buy |
81,698
+6,082
| +8% | +$833K | 5.11% | 3 |
|
|
2021
Q1 | $9.24M | Buy |
75,616
+95
| +0.1% | +$11.6K | 4.22% | 4 |
|
|
2020
Q4 | $10M | Sell |
75,521
-4,840
| -6% | -$642K | 3.91% | 5 |
|
|
2020
Q3 | $9.31M | Buy |
80,361
+55,178
| +219% | +$6.39M | 3.19% | 4 |
|
|
2020
Q2 | $9.19M | Sell |
25,183
-15,540
| -38% | -$5.67M | 3.77% | 4 |
|
|
2020
Q1 | $10.4M | Buy |
40,723
+672
| +2% | +$171K | 4.2% | 3 |
|
|
2019
Q4 | $11.8M | Sell |
40,051
-1,746
| -4% | -$513K | 3.82% | 4 |
|
|
2019
Q3 | $9.37M | Sell |
41,797
-1,515
| -3% | -$340K | 3.14% | 4 |
|
|
2019
Q2 | $8.57M | Sell |
43,312
-2,625
| -6% | -$520K | 2.92% | 5 |
|
|
2019
Q1 | $8.73M | Buy |
45,937
+2,830
| +7% | +$538K | 3.02% | 5 |
|
|
2018
Q4 | $6.8M | Buy |
43,107
+836
| +2% | +$132K | 2.71% | 5 |
|
|
2018
Q3 | $9.54M | Sell |
42,271
-664
| -2% | -$150K | 3.9% | 4 |
|
|
2018
Q2 | $7.95M | Sell |
42,935
-976
| -2% | -$181K | 3.56% | 4 |
|
|
2018
Q1 | $7.37M | Buy |
43,911
+2,359
| +6% | +$396K | 3.35% | 5 |
|
|
2017
Q4 | $7.03M | Buy |
+41,552
| New | +$7.03M | 3.23% | 5 |
|