AA
Ancora Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115M | Sell |
560,496
-7,328
| -1% | -$1.5M | 2.39% | 6 |
|
|
2025
Q1 | $126M | Sell |
567,824
-14,816
| -3% | -$3.29M | 2.81% | 3 |
|
|
2024
Q4 | $146M | Sell |
582,640
-7,800
| -1% | -$1.95M | 3.26% | 2 |
|
|
2024
Q3 | $138M | Sell |
590,440
-1,958
| -0.3% | -$456K | 3.13% | 3 |
|
|
2024
Q2 | $125M | Buy |
592,398
+3,308
| +0.6% | +$697K | 3.09% | 3 |
|
|
2024
Q1 | $101M | Buy |
589,090
+4,330
| +0.7% | +$743K | 2.3% | 7 |
|
|
2023
Q4 | $113M | Sell |
584,760
-4,228
| -0.7% | -$814K | 2.64% | 5 |
|
|
2023
Q3 | $101M | Sell |
588,988
-7,942
| -1% | -$1.36M | 2.68% | 5 |
|
|
2023
Q2 | $116M | Sell |
596,930
-6,448
| -1% | -$1.25M | 3.05% | 4 |
|
|
2023
Q1 | $99.5M | Sell |
603,378
-12,996
| -2% | -$2.14M | 2.82% | 5 |
|
|
2022
Q4 | $80.1M | Sell |
616,374
-8,523
| -1% | -$1.11M | 2.31% | 5 |
|
|
2022
Q3 | $86.4M | Buy |
624,897
+6,513
| +1% | +$900K | 2.67% | 4 |
|
|
2022
Q2 | $84.5M | Sell |
618,384
-3,915
| -0.6% | -$535K | 2.38% | 5 |
|
|
2022
Q1 | $109M | Sell |
622,299
-18,286
| -3% | -$3.19M | 2.64% | 4 |
|
|
2021
Q4 | $114M | Buy |
640,585
+5,106
| +0.8% | +$907K | 2.7% | 5 |
|
|
2021
Q3 | $89.9M | Buy |
635,479
+4,933
| +0.8% | +$698K | 2.32% | 5 |
|
|
2021
Q2 | $86.4M | Sell |
630,546
-10,469
| -2% | -$1.43M | 2.26% | 4 |
|
|
2021
Q1 | $78.3M | Sell |
641,015
-42,410
| -6% | -$5.18M | 2.16% | 4 |
|
|
2020
Q4 | $90.7M | Sell |
683,425
-15,950
| -2% | -$2.12M | 2.92% | 3 |
|
|
2020
Q3 | $81M | Buy |
699,375
+510,650
| +271% | +$59.1M | 3.22% | 1 |
|
|
2020
Q2 | $68.8M | Sell |
188,725
-100
| -0.1% | -$36.5K | 2.88% | 2 |
|
|
2020
Q1 | $48M | Sell |
188,825
-271
| -0.1% | -$68.9K | 2.22% | 1 |
|
|
2019
Q4 | $55.5M | Sell |
189,096
-4,512
| -2% | -$1.32M | 2.07% | 1 |
|
|
2019
Q3 | $43.4M | Buy |
+193,608
| New | +$43.4M | 1.89% | 3 |
|
|
2018
Q4 | – | Sell |
-176,027
| Closed | -$39.7M | – | 596 |
|
|
2018
Q3 | $39.7M | Buy |
176,027
+4,245
| +2% | +$958K | 1.53% | 2 |
|
|
2018
Q2 | $31.8M | Sell |
171,782
-7,157
| -4% | -$1.32M | 1.38% | 2 |
|
|
2018
Q1 | $30M | Buy |
+178,939
| New | +$30M | 1.35% | 2 |
|
|
2017
Q4 | – | Sell |
-158,474
| Closed | -$24.4M | – | 625 |
|
|
2017
Q3 | $24.4M | Buy |
158,474
+8,733
| +6% | +$1.35M | 1.42% | 4 |
|
|
2017
Q2 | $21.6M | Buy |
149,741
+708
| +0.5% | +$102K | 1.4% | 4 |
|
|
2017
Q1 | $21.4M | Buy |
149,033
+4,108
| +3% | +$590K | 1.45% | 5 |
|
|
2016
Q4 | $16.8M | Buy |
144,925
+74,901
| +107% | +$8.67M | 1.22% | 5 |
|
|
2016
Q3 | $7.92M | Buy |
70,024
+980
| +1% | +$111K | 0.8% | 18 |
|
|
2016
Q2 | $6.6M | Buy |
69,044
+1,111
| +2% | +$106K | 0.77% | 23 |
|
|
2016
Q1 | $7.4M | Buy |
67,933
+947
| +1% | +$103K | 0.91% | 16 |
|
|
2015
Q4 | $7.05M | Buy |
66,986
+845
| +1% | +$88.9K | 0.9% | 17 |
|
|
2015
Q3 | $7.3M | Buy |
66,141
+6,470
| +11% | +$714K | 0.94% | 16 |
|
|
2015
Q2 | $7.48M | Buy |
+59,671
| New | +$7.48M | 0.88% | 21 |
|
|
2015
Q1 | – | Sell |
-57,370
| Closed | -$6.33M | – | 20 |
|
|
2014
Q4 | $6.33M | Sell |
57,370
-1,199
| -2% | -$132K | 0.77% | 25 |
|
|
2014
Q3 | $5.9M | Buy |
58,569
+1,057
| +2% | +$106K | 0.76% | 27 |
|
|
2014
Q2 | $5.35M | Buy |
57,512
+49,182
| +590% | +$4.57M | 0.69% | 31 |
|
|
2014
Q1 | $4.47M | Buy |
8,330
+1,244
| +18% | +$668K | 0.63% | 35 |
|
|
2013
Q4 | $3.98M | Buy |
7,086
+346
| +5% | +$194K | 0.6% | 41 |
|
|
2013
Q3 | $3.21M | Buy |
6,740
+1,183
| +21% | +$564K | 0.55% | 46 |
|
|
2013
Q2 | $2.2M | Buy |
+5,557
| New | +$2.2M | 0.38% | 66 |
|