AS
Altshuler Shaham’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.49M | Sell |
41,383
-1,034,376
| -96% | -$212M | 0.27% | 27 |
|
|
2025
Q1 | $239M | Buy |
1,075,759
+1,038,439
| +2,783% | +$231M | 5.79% | 7 |
|
|
2024
Q4 | $9.35M | Buy |
37,320
+6,040
| +19% | +$1.51M | 0.32% | 21 |
|
|
2024
Q3 | $7.29M | Buy |
31,280
+25,144
| +410% | +$5.86M | 0.44% | 18 |
|
|
2024
Q2 | $1.29M | Sell |
6,136
-1,928,407
| -100% | -$406M | 0.04% | 43 |
|
|
2024
Q1 | $332M | Buy |
1,934,543
+844,436
| +77% | +$145M | 13.11% | 2 |
|
|
2023
Q4 | $210M | Sell |
1,090,107
-1,345,374
| -55% | -$259M | 11.6% | 5 |
|
|
2023
Q3 | $417M | Sell |
2,435,481
-69,741
| -3% | -$11.9M | 11.32% | 2 |
|
|
2023
Q2 | $486M | Buy |
2,505,222
+2,116,738
| +545% | +$411M | 8.54% | 3 |
|
|
2023
Q1 | $64.1M | Buy |
388,484
+56,957
| +17% | +$9.39M | 1.4% | 19 |
|
|
2022
Q4 | $43.1M | Buy |
331,527
+63,740
| +24% | +$8.28M | 1.72% | 13 |
|
|
2022
Q3 | $38.2M | Sell |
267,787
-651,682
| -71% | -$92.9M | 0.94% | 16 |
|
|
2022
Q2 | $126M | Buy |
919,469
+917,691
| +51,614% | +$125M | 1.88% | 16 |
|
|
2022
Q1 | $310K | Sell |
1,778
-24,527
| -93% | -$4.28M | ﹤0.01% | 178 |
|
|
2021
Q4 | $4.67M | Sell |
26,305
-5,876,861
| -100% | -$1.04B | 0.04% | 65 |
|
|
2021
Q3 | $1.06B | Sell |
5,903,166
-1,704,714
| -22% | -$307M | 7.79% | 2 |
|
|
2021
Q2 | $1.04B | Buy |
7,607,880
+1,563,549
| +26% | +$214M | 7.77% | 3 |
|
|
2021
Q1 | $738M | Buy |
6,044,331
+6,042,647
| +358,827% | +$738M | 7.46% | 3 |
|
|
2020
Q4 | $223K | Buy |
1,684
+1,003
| +147% | +$133K | ﹤0.01% | 155 |
|
|
2020
Q3 | $79K | Buy |
681
+479
| +237% | +$55.6K | ﹤0.01% | 192 |
|
|
2020
Q2 | $73K | Sell |
202
-1,544
| -88% | -$558K | ﹤0.01% | 171 |
|
|
2020
Q1 | $444K | Buy |
1,746
+1,632
| +1,432% | +$415K | 0.02% | 96 |
|
|
2019
Q4 | $33K | Buy |
114
+109
| +2,180% | +$31.6K | ﹤0.01% | 203 |
|
|
2019
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 360 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 357 |
|
|
2019
Q1 | – | Sell |
-915,547
| Closed | -$144M | – | 292 |
|
|
2018
Q4 | $144M | Buy |
915,547
+915,515
| +2,860,984% | +$144M | 6.36% | 2 |
|
|
2018
Q3 | $7K | Buy |
+32
| New | +$7K | ﹤0.01% | 188 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 206 |
|