Altman Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.3M | Buy |
35,128
+1,056
| +3% | +$219K | 2.98% | 5 |
|
2025
Q1 | $7.24M | Buy |
34,072
+617
| +2% | +$131K | 3.34% | 2 |
|
2024
Q4 | $8.38M | Buy |
33,455
+175
| +0.5% | +$43.8K | 3.57% | 3 |
|
2024
Q3 | $7.75M | Sell |
33,280
-344
| -1% | -$80.2K | 3.45% | 3 |
|
2024
Q2 | $7.08M | Sell |
33,624
-25
| -0.1% | -$5.27K | 4.03% | 3 |
|
2024
Q1 | $5.72M | Buy |
33,649
+5,247
| +18% | +$892K | 2.78% | 5 |
|
2023
Q4 | $5.47M | Buy |
28,402
+287
| +1% | +$55.3K | 2.87% | 5 |
|
2023
Q3 | $4.81M | Buy |
+28,115
| New | +$4.81M | 3% | 3 |
|
2023
Q1 | $2.8M | Buy |
25,398
+539
| +2% | +$59.4K | 2.56% | 5 |
|
2022
Q4 | $3.32M | Sell |
24,859
-798
| -3% | -$107K | 2.05% | 6 |
|
2022
Q3 | $3.55M | Sell |
25,657
-205
| -0.8% | -$28.3K | 2.24% | 6 |
|
2022
Q2 | $4.14M | Sell |
25,862
-270
| -1% | -$43.2K | 2.36% | 5 |
|
2022
Q1 | $4.56M | Buy |
26,132
+232
| +0.9% | +$40.5K | 2.36% | 6 |
|
2021
Q4 | $4.21M | Buy |
25,900
+3,326
| +15% | +$540K | 2.57% | 6 |
|
2021
Q3 | $3.38M | Sell |
22,574
-338
| -1% | -$50.6K | 1.87% | 14 |
|
2021
Q2 | $3.35M | Buy |
22,912
+1,343
| +6% | +$196K | 1.89% | 11 |
|
2021
Q1 | $2.63M | Buy |
21,569
+968
| +5% | +$118K | 1.7% | 17 |
|
2020
Q4 | $2.73M | Buy |
20,601
+5,606
| +37% | +$744K | 1.72% | 16 |
|
2020
Q3 | $1.74M | Buy |
14,995
+75
| +0.5% | +$8.69K | 1.23% | 37 |
|
2020
Q2 | $1.36M | Sell |
14,920
-668
| -4% | -$60.9K | 1.16% | 41 |
|
2020
Q1 | $991K | Buy |
+15,588
| New | +$991K | 0.92% | 42 |
|
2018
Q4 | – | Sell |
-45,880
| Closed | -$2.59M | – | 65 |
|
2018
Q3 | $2.59M | Buy |
+45,880
| New | +$2.59M | 2.33% | 13 |
|
2018
Q2 | – | Sell |
-47,924
| Closed | -$2.01M | – | 69 |
|
2018
Q1 | $2.01M | Sell |
47,924
-23,692
| -33% | -$994K | 1.93% | 20 |
|
2017
Q4 | $3.03M | Buy |
+71,616
| New | +$3.03M | 2.64% | 5 |
|