Anchor Capital 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 | $6.17M | Sell |
30,054
-665
| -2% | -$136K | 0.18% | 104 |
|
|
2025
Q1 | $6.82M | Sell |
30,719
-1,592
| -5% | -$354K | 0.2% | 104 |
|
|
2024
Q4 | $8.09M | Buy |
32,311
+349
| +1% | +$87.4K | 0.23% | 104 |
|
|
2024
Q3 | $7.45M | Buy |
31,962
+109
| +0.3% | +$25.4K | 0.2% | 109 |
|
|
2024
Q2 | $6.71M | Sell |
31,853
-150
| -0.5% | -$31.6K | 0.19% | 108 |
|
|
2024
Q1 | $5.49M | Sell |
32,003
-52,834
| -62% | -$9.06M | 0.14% | 110 |
|
|
2023
Q4 | $16.3M | Sell |
84,837
-1,368
| -2% | -$263K | 0.43% | 77 |
|
|
2023
Q3 | $14.8M | Sell |
86,205
-26,870
| -24% | -$4.6M | 0.41% | 75 |
|
|
2023
Q2 | $21.9M | Sell |
113,075
-41,231
| -27% | -$8M | 0.57% | 60 |
|
|
2023
Q1 | $25.4M | Sell |
154,306
-31,127
| -17% | -$5.13M | 0.67% | 52 |
|
|
2022
Q4 | $24.1M | Sell |
185,433
-12,266
| -6% | -$1.59M | 0.62% | 56 |
|
|
2022
Q3 | $27.3M | Sell |
197,699
-15,085
| -7% | -$2.08M | 0.75% | 47 |
|
|
2022
Q2 | $29.1M | Sell |
212,784
-36,937
| -15% | -$5.05M | 0.74% | 49 |
|
|
2022
Q1 | $43.6M | Sell |
249,721
-4,052
| -2% | -$708K | 0.92% | 48 |
|
|
2021
Q4 | $45.1M | Sell |
253,773
-7,859
| -3% | -$1.4M | 0.89% | 49 |
|
|
2021
Q3 | $37M | Sell |
261,632
-8,639
| -3% | -$1.22M | 0.77% | 54 |
|
|
2021
Q2 | $37M | Buy |
270,271
+55
| +0% | +$7.53K | 0.74% | 56 |
|
|
2021
Q1 | $33M | Buy |
270,216
+25,377
| +10% | +$3.1M | 0.7% | 57 |
|
|
2020
Q4 | $32.5M | Buy |
244,839
+23,050
| +10% | +$3.06M | 0.74% | 54 |
|
|
2020
Q3 | $25.7M | Sell |
221,789
-97,039
| -30% | -$11.2M | 0.65% | 60 |
|
|
2020
Q2 | $29.1M | Sell |
318,828
-59,260
| -16% | -$5.4M | 0.75% | 59 |
|
|
2020
Q1 | $24M | Sell |
378,088
-140,472
| -27% | -$8.93M | 0.71% | 62 |
|
|
2019
Q4 | $38.1M | Buy |
518,560
+33,428
| +7% | +$2.45M | 0.83% | 52 |
|
|
2019
Q3 | $27.2M | Sell |
485,132
-18,056
| -4% | -$1.01M | 0.98% | 35 |
|
|
2019
Q2 | $24.9M | Sell |
503,188
-2,520
| -0.5% | -$125K | 0.9% | 41 |
|
|
2019
Q1 | $24K | Buy |
505,708
+3,836
| +0.8% | +$182 | 0.51% | 48 |
|
|
2018
Q4 | $19.8M | Sell |
501,872
-27,328
| -5% | -$1.08M | 0.81% | 58 |
|
|
2018
Q3 | $29.9M | Sell |
529,200
-46,680
| -8% | -$2.63M | 1.09% | 30 |
|
|
2018
Q2 | $26.7M | Sell |
575,880
-83,568
| -13% | -$3.87M | 0.98% | 35 |
|
|
2018
Q1 | $27.7M | Buy |
659,448
+35,412
| +6% | +$1.49M | 0.96% | 37 |
|
|
2017
Q4 | $26.4M | Sell |
624,036
-1,168
| -0.2% | -$49.4K | 0.93% | 43 |
|
|
2017
Q3 | $24.1M | Sell |
625,204
-17,680
| -3% | -$681K | 0.87% | 46 |
|
|
2017
Q2 | $23.1M | Sell |
642,884
-21,568
| -3% | -$777K | 0.85% | 48 |
|
|
2017
Q1 | $23.9M | Buy |
664,452
+2,756
| +0.4% | +$99K | 0.83% | 48 |
|
|
2016
Q4 | $19.2M | Buy |
661,696
+36,384
| +6% | +$1.05M | 0.73% | 62 |
|
|
2016
Q3 | $17.7M | Sell |
625,312
-160,560
| -20% | -$4.54M | 0.59% | 75 |
|
|
2016
Q2 | $18.8M | Buy |
785,872
+16,468
| +2% | +$394K | 0.48% | 78 |
|
|
2016
Q1 | $21M | Buy |
769,404
+758,780
| +7,142% | +$20.7M | 0.5% | 74 |
|
|
2015
Q4 | $280K | Sell |
10,624
-9,224
| -46% | -$243K | 0.01% | 258 |
|
|
2015
Q3 | $547K | Buy |
19,848
+10,344
| +109% | +$285K | 0.01% | 213 |
|
|
2015
Q2 | $298K | Sell |
9,504
-68
| -0.7% | -$2.13K | 0.01% | 252 |
|
|
2015
Q1 | $298K | Sell |
9,572
-868
| -8% | -$27K | 0.01% | 261 |
|
|
2014
Q4 | $288K | Buy |
10,440
+800
| +8% | +$22.1K | 0.01% | 279 |
|
|
2014
Q3 | $243K | Sell |
9,640
-4,668
| -33% | -$118K | 0.01% | 299 |
|
|
2014
Q2 | $332K | Buy |
14,308
+224
| +2% | +$5.2K | 0.01% | 273 |
|
|
2014
Q1 | $270K | Hold |
14,084
| – | – | 0.01% | 282 |
|
|
2013
Q4 | $282K | Sell |
14,084
-5,964
| -30% | -$119K | 0.01% | 275 |
|
|
2013
Q3 | $341K | Buy |
+20,048
| New | +$341K | 0.01% | 259 |
|