AIS
American Investment Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
2,029
-52,380
| -96% | -$10.7M | 0.11% | 100 |
|
|
2025
Q1 | $12.1M | Buy |
54,409
+54
| +0.1% | +$12K | 2.13% | 9 |
|
|
2024
Q4 | $13.6M | Sell |
54,355
-20,489
| -27% | -$5.13M | 2.41% | 9 |
|
|
2024
Q3 | $17.4M | Buy |
74,844
+228
| +0.3% | +$53.1K | 2.91% | 7 |
|
|
2024
Q2 | $15.7M | Buy |
74,616
+67
| +0.1% | +$14.1K | 2.78% | 8 |
|
|
2024
Q1 | $12.8M | Buy |
74,549
+57
| +0.1% | +$9.77K | 2.27% | 10 |
|
|
2023
Q4 | $14.3M | Buy |
74,492
+175
| +0.2% | +$33.7K | 2.7% | 7 |
|
|
2023
Q3 | $12.7M | Sell |
74,317
-249
| -0.3% | -$42.6K | 2.72% | 7 |
|
|
2023
Q2 | $14.5M | Sell |
74,566
-3,856
| -5% | -$748K | 2.93% | 7 |
|
|
2023
Q1 | $10.2M | Hold |
78,422
| – | – | 2.1% | 15 |
|
|
2022
Q4 | $10.2M | Buy |
78,422
+2,076
| +3% | +$270K | 2.1% | 15 |
|
|
2022
Q3 | $10.6M | Buy |
76,346
+2,490
| +3% | +$344K | 2.51% | 11 |
|
|
2022
Q2 | $10.1M | Buy |
73,856
+922
| +1% | +$126K | 2.3% | 14 |
|
|
2022
Q1 | $12.7M | Buy |
72,934
+48,064
| +193% | +$8.39M | 2.8% | 10 |
|
|
2021
Q4 | $4.42M | Sell |
24,870
-48,652
| -66% | -$8.64M | 0.97% | 27 |
|
|
2021
Q3 | $10.4M | Sell |
73,522
-1,762
| -2% | -$249K | 2.33% | 14 |
|
|
2021
Q2 | $10.3M | Buy |
75,284
+153
| +0.2% | +$21K | 2.37% | 13 |
|
|
2021
Q1 | $9.18M | Buy |
75,131
+317
| +0.4% | +$38.7K | 2.48% | 14 |
|
|
2020
Q4 | $9.93M | Sell |
74,814
-2,120
| -3% | -$281K | 3.02% | 9 |
|
|
2020
Q3 | $8.91M | Buy |
76,934
+57,723
| +300% | +$6.69M | 2.99% | 10 |
|
|
2020
Q2 | $7.01M | Sell |
19,211
-4,193
| -18% | -$1.53M | 2.46% | 11 |
|
|
2020
Q1 | $5.95M | Sell |
23,404
-104
| -0.4% | -$26.4K | 2.28% | 11 |
|
|
2019
Q4 | $6.9M | Sell |
23,508
-856
| -4% | -$251K | 2.09% | 12 |
|
|
2019
Q3 | $5.46M | Sell |
24,364
-4,883
| -17% | -$1.09M | 1.71% | 14 |
|
|
2019
Q2 | $5.79M | Buy |
29,247
+67
| +0.2% | +$13.3K | 1.84% | 13 |
|
|
2019
Q1 | $5.54M | Buy |
29,180
+69
| +0.2% | +$13.1K | 1.76% | 15 |
|
|
2018
Q4 | $4.59M | Sell |
29,111
-109
| -0.4% | -$17.2K | 1.64% | 17 |
|
|
2018
Q3 | $6.6M | Buy |
29,220
+220
| +0.8% | +$49.7K | 2.22% | 11 |
|
|
2018
Q2 | $5.37M | Buy |
29,000
+63
| +0.2% | +$11.7K | 1.85% | 13 |
|
|
2018
Q1 | $4.86M | Buy |
28,937
+552
| +2% | +$92.6K | 1.72% | 15 |
|
|
2017
Q4 | $4.8M | Sell |
28,385
-20
| -0.1% | -$3.39K | 1.76% | 13 |
|
|
2017
Q3 | $4.38M | Buy |
28,405
+7,064
| +33% | +$1.09M | 1.68% | 13 |
|
|
2017
Q2 | $3.07M | Sell |
21,341
-269
| -1% | -$38.7K | 1.22% | 15 |
|
|
2017
Q1 | $3.11M | Buy |
21,610
+610
| +3% | +$87.6K | 1.26% | 14 |
|
|
2016
Q4 | $2.43M | Sell |
21,000
-17,585
| -46% | -$2.04M | 1.02% | 17 |
|
|
2016
Q3 | $4.36M | Buy |
38,585
+121
| +0.3% | +$13.7K | 1.81% | 11 |
|
|
2016
Q2 | $3.68M | Buy |
+38,464
| New | +$3.68M | 1.59% | 15 |
|