Almanack Investment Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
59,886
+38,213
| +176% | +$7.84M | 1.96% | 12 |
|
|
2025
Q1 | $4.81M | Sell |
21,673
-1,952
| -8% | -$434K | 0.95% | 18 |
|
|
2024
Q4 | $5.92M | Sell |
23,625
-72
| -0.3% | -$18K | 0.91% | 24 |
|
|
2024
Q3 | $5.52M | Buy |
23,697
+35
| +0.1% | +$8.16K | 0.87% | 26 |
|
|
2024
Q2 | $4.98M | Sell |
23,662
-264
| -1% | -$55.6K | 0.84% | 27 |
|
|
2024
Q1 | $4.1M | Buy |
23,926
+1,931
| +9% | +$331K | 0.7% | 32 |
|
|
2023
Q4 | $4.23M | Sell |
21,995
-1,369
| -6% | -$264K | 0.79% | 28 |
|
|
2023
Q3 | $4M | Sell |
23,364
-6,482
| -22% | -$1.11M | 0.77% | 22 |
|
|
2023
Q2 | $5.79M | Sell |
29,846
-243
| -0.8% | -$47.1K | 1.02% | 16 |
|
|
2023
Q1 | $4.96M | Buy |
30,089
+777
| +3% | +$128K | 0.98% | 18 |
|
|
2022
Q4 | $3.81M | Sell |
29,312
-3,297
| -10% | -$428K | 0.81% | 20 |
|
|
2022
Q3 | $4.51M | Sell |
32,609
-38,302
| -54% | -$5.29M | 0.88% | 13 |
|
|
2022
Q2 | $9.7M | Buy |
70,911
+1,041
| +1% | +$142K | 0.97% | 17 |
|
|
2022
Q1 | $12.2M | Buy |
69,870
+1,604
| +2% | +$280K | 1.06% | 20 |
|
|
2021
Q4 | $12.1M | Buy |
68,266
+342
| +0.5% | +$60.7K | 0.98% | 21 |
|
|
2021
Q3 | $9.61M | Buy |
67,924
+7,011
| +12% | +$992K | 0.85% | 22 |
|
|
2021
Q2 | $8.34M | Sell |
60,913
-4,787
| -7% | -$656K | 0.8% | 32 |
|
|
2021
Q1 | $8.03M | Buy |
65,700
+2,389
| +4% | +$292K | 0.82% | 30 |
|
|
2020
Q4 | $8.4M | Sell |
63,311
-14,231
| -18% | -$1.89M | 0.96% | 26 |
|
|
2020
Q3 | $9.01M | Sell |
77,542
-4,686
| -6% | -$544K | 1.11% | 23 |
|
|
2020
Q2 | $7.5M | Buy |
82,228
+16,920
| +26% | +$1.54M | 1.34% | 17 |
|
|
2020
Q1 | $4.15M | Buy |
65,308
+16,092
| +33% | +$1.02M | 0.89% | 20 |
|
|
2019
Q4 | $3.61M | Sell |
49,216
-940
| -2% | -$69K | 0.69% | 32 |
|
|
2019
Q3 | $2.81M | Sell |
50,156
-2,736
| -5% | -$153K | 0.54% | 42 |
|
|
2019
Q2 | $2.62M | Buy |
52,892
+6,224
| +13% | +$308K | 0.61% | 37 |
|
|
2019
Q1 | $2.22M | Buy |
46,668
+7,696
| +20% | +$365K | 0.63% | 33 |
|
|
2018
Q4 | $1.54M | Sell |
38,972
-2,552
| -6% | -$101K | 0.45% | 35 |
|
|
2018
Q3 | $2.18M | Buy |
41,524
+4,712
| +13% | +$247K | 0.58% | 40 |
|
|
2018
Q2 | $1.7M | Sell |
36,812
-4,368
| -11% | -$202K | 0.77% | 23 |
|
|
2018
Q1 | $1.73M | Buy |
41,180
+3,460
| +9% | +$145K | 0.66% | 27 |
|
|
2017
Q4 | $1.6M | Buy |
37,720
+1,568
| +4% | +$66.3K | 0.63% | 29 |
|
|
2017
Q3 | $1.39M | Buy |
36,152
+2,192
| +6% | +$84.5K | 0.68% | 26 |
|
|
2017
Q2 | $1.22M | Sell |
33,960
-20,540
| -38% | -$740K | 0.68% | 42 |
|
|
2017
Q1 | $1.96M | Sell |
54,500
-2,748
| -5% | -$98.7K | 1.46% | 20 |
|
|
2016
Q4 | $1.66M | Buy |
+57,248
| New | +$1.66M | 1.38% | 22 |
|