Alpha Family Trust’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
57,550
-6,760
| -11% | -$1.39M | 5.85% | 3 |
|
|
2025
Q1 | $14.3M | Buy |
64,310
+7,610
| +13% | +$1.69M | 8.34% | 1 |
|
|
2024
Q4 | $14.2M | Hold |
56,700
| – | – | 7.97% | 3 |
|
|
2024
Q3 | $13.2M | Hold |
56,700
| – | – | 7.38% | 4 |
|
|
2024
Q2 | $11.9M | Sell |
56,700
-4,010
| -7% | -$845K | 7% | 4 |
|
|
2024
Q1 | $10.4M | Sell |
60,710
-1,450
| -2% | -$249K | 6.3% | 4 |
|
|
2023
Q4 | $12M | Hold |
62,160
| – | – | 8.08% | 2 |
|
|
2023
Q3 | $10.6M | Sell |
62,160
-2,260
| -4% | -$387K | 8.1% | 3 |
|
|
2023
Q2 | $12.5M | Sell |
64,420
-65
| -0.1% | -$12.6K | 8.72% | 2 |
|
|
2023
Q1 | $10.6M | Sell |
64,485
-775
| -1% | -$128K | 8.42% | 3 |
|
|
2022
Q4 | $8.48M | Sell |
65,260
-11,100
| -15% | -$1.44M | 7.66% | 4 |
|
|
2022
Q3 | $10.6M | Hold |
76,360
| – | – | 7.98% | 5 |
|
|
2022
Q2 | $10.4M | Buy |
76,360
+18,610
| +32% | +$2.54M | 6.65% | 6 |
|
|
2022
Q1 | $10.1M | Buy |
57,750
+34,900
| +153% | +$6.09M | 4.09% | 10 |
|
|
2021
Q4 | $4.06M | Hold |
22,850
| – | – | 1.14% | 17 |
|
|
2021
Q3 | $3.23M | Hold |
22,850
| – | – | 1.05% | 19 |
|
|
2021
Q2 | $3.13M | Hold |
22,850
| – | – | 0.99% | 20 |
|
|
2021
Q1 | $2.79M | Buy |
+22,850
| New | +$2.79M | 1.29% | 17 |
|