Altrius Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
6,170
-188
| -3% | -$38.6K | 0.3% | 68 |
|
|
2025
Q1 | $1.41M | Buy |
6,358
+73
| +1% | +$16.2K | 0.34% | 66 |
|
|
2024
Q4 | $1.57M | Buy |
6,285
+1,991
| +46% | +$499K | 0.42% | 66 |
|
|
2024
Q3 | $1M | Buy |
4,294
+288
| +7% | +$67.1K | 0.25% | 69 |
|
|
2024
Q2 | $844K | Buy |
4,006
+223
| +6% | +$47K | 0.22% | 73 |
|
|
2024
Q1 | $649K | Sell |
3,783
-435
| -10% | -$74.6K | 0.16% | 76 |
|
|
2023
Q4 | $812K | Buy |
4,218
+1,334
| +46% | +$257K | 0.23% | 73 |
|
|
2023
Q3 | $494K | Buy |
2,884
+82
| +3% | +$14K | 0.15% | 79 |
|
|
2023
Q2 | $544K | Buy |
+2,802
| New | +$544K | 0.16% | 78 |
|
|
2023
Q1 | – | Sell |
-2,904
| Closed | -$377K | – | 84 |
|
|
2022
Q4 | $377K | Buy |
+2,904
| New | +$377K | 0.12% | 84 |
|