Alta Advisers’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Hold |
77,080
| – | – | 5.63% | 4 |
|
|
2025
Q1 | $17.1M | Buy |
77,080
+26,630
| +53% | +$5.92M | 7.29% | 1 |
|
|
2024
Q4 | $12.6M | Buy |
50,450
+7,190
| +17% | +$1.8M | 7.98% | 1 |
|
|
2024
Q3 | $10.1M | Buy |
43,260
+2,760
| +7% | +$643K | 4.6% | 4 |
|
|
2024
Q2 | $8.53M | Hold |
40,500
| – | – | 4.1% | 6 |
|
|
2024
Q1 | $6.94M | Hold |
40,500
| – | – | 3.44% | 5 |
|
|
2023
Q4 | $7.8M | Hold |
40,500
| – | – | 4.16% | 4 |
|
|
2023
Q3 | $6.93M | Buy |
40,500
+500
| +1% | +$85.6K | 4.02% | 4 |
|
|
2023
Q2 | $7.76M | Hold |
40,000
| – | – | 4.36% | 4 |
|
|
2023
Q1 | $6.6M | Hold |
40,000
| – | – | 3.94% | 4 |
|
|
2022
Q4 | $5.2M | Hold |
40,000
| – | – | 3.11% | 4 |
|
|
2022
Q3 | $5.53M | Buy |
+40,000
| New | +$5.53M | 3.48% | 4 |
|
|
2013
Q4 | – | Sell |
-1,764
| Closed | -$30K | – | 48 |
|
|
2013
Q3 | $30K | Sell |
1,764
-308
| -15% | -$5.24K | 0.01% | 49 |
|
|
2013
Q2 | $29K | Buy |
+2,072
| New | +$29K | 0.01% | 80 |
|