Allegheny Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.6M | Sell |
77,369
-977
| -1% | -$254K | 2.65% | 7 |
|
|
2025
Q4 | $21.3M | Buy |
78,346
+416
| +0.5% | +$112K | 3.15% | 7 |
|
|
2025
Q3 | $19.8M | Sell |
77,930
-893
| -1% | -$202K | 3.71% | 7 |
|
|
2025
Q2 | $16.2M | Buy |
78,823
+576
| +0.7% | +$116K | 3.59% | 7 |
|
|
2025
Q1 | $17.4M | Buy |
78,247
+238
| +0.3% | +$55.1K | 4.46% | 5 |
|
|
2024
Q4 | $19.5M | Sell |
78,009
-1,177
| -1% | -$277K | 5.03% | 3 |
|
|
2024
Q3 | $18.5M | Sell |
79,186
-874
| -1% | -$195K | 4.55% | 4 |
|
|
2024
Q2 | $16.9M | Buy |
80,060
+7,799
| +11% | +$1.45M | 4.84% | 5 |
|
|
2024
Q1 | $12.4M | Sell |
72,261
-8,803
| -11% | -$1.6M | 3.82% | 8 |
|
|
2023
Q4 | $15.6M | Buy |
81,064
+8,683
| +12% | +$1.6M | 5.01% | 4 |
|
|
2023
Q3 | $12.4M | Buy |
72,381
+13,390
| +23% | +$2.46M | 4.64% | 6 |
|
|
2023
Q2 | $11.4M | Sell |
58,991
-8,917
| -13% | -$1.55M | 5.41% | 4 |
|
|
2023
Q1 | $11.2M | Sell |
67,908
-145
| -0.2% | -$21.4K | 4.52% | 6 |
|
|
2022
Q4 | $8.84M | Buy |
68,053
+254
| +0.4% | +$36.3K | 3.7% | 6 |
|
|
2022
Q3 | $9.37M | Buy |
67,799
+461
| +0.7% | +$72.4K | 4.41% | 6 |
|
|
2022
Q2 | $9.21M | Buy |
67,338
+10,314
| +18% | +$1.56M | 4.29% | 6 |
|
|
2022
Q1 | $9.96M | Sell |
57,024
-291
| -0.5% | -$48.9K | 4.21% | 5 |
|
|
2021
Q4 | $10.2M | Buy |
57,315
+12,752
| +29% | +$2.02M | 4.06% | 6 |
|
|
2021
Q3 | $6.31M | Buy |
44,563
+63
| +0.1% | +$9.28K | 2.89% | 9 |
|
|
2021
Q2 | $6.09M | Buy |
44,500
+1,049
| +2% | +$136K | 2.76% | 9 |
|
|
2021
Q1 | $5.31M | Sell |
43,451
-2,985
| -6% | -$383K | 3.88% | 5 |
|
|
2020
Q4 | $6.16M | Buy |
+46,436
| New | +$5.59M | 3.31% | 7 |
|
Other funds holding AAPL
VCM
VPM
