Angeles Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,142
| Closed | -$5.04M | – | 31 |
|
|
2024
Q4 | $5.04M | Sell |
20,142
-3,178
| -14% | -$796K | 0.24% | 22 |
|
|
2024
Q3 | $5.43M | Buy |
23,320
+1,309
| +6% | +$305K | 0.28% | 24 |
|
|
2024
Q2 | $4.64M | Buy |
22,011
+9,706
| +79% | +$2.04M | 0.24% | 27 |
|
|
2024
Q1 | $2.11M | Sell |
12,305
-16,425
| -57% | -$2.82M | 0.11% | 30 |
|
|
2023
Q4 | $5.53M | Buy |
28,730
+21,876
| +319% | +$4.21M | 0.33% | 24 |
|
|
2023
Q3 | $1.17M | Sell |
6,854
-1,978
| -22% | -$339K | 0.09% | 30 |
|
|
2023
Q2 | $1.71M | Buy |
8,832
+1,159
| +15% | +$225K | 0.14% | 24 |
|
|
2023
Q1 | $1.27M | Buy |
7,673
+192
| +3% | +$31.7K | 0.1% | 25 |
|
|
2022
Q4 | $972K | Buy |
+7,481
| New | +$972K | 0.08% | 26 |
|
|
2022
Q3 | – | Sell |
-5,589
| Closed | -$764K | – | 48 |
|
|
2022
Q2 | $764K | Hold |
5,589
| – | – | 0.07% | 27 |
|
|
2022
Q1 | $976K | Sell |
5,589
-73,328
| -93% | -$12.8M | 0.07% | 28 |
|
|
2021
Q4 | $14M | Sell |
78,917
-3,403
| -4% | -$604K | 0.7% | 21 |
|
|
2021
Q3 | $11.6M | Buy |
82,320
+24,249
| +42% | +$3.43M | 0.68% | 22 |
|
|
2021
Q2 | $7.95M | Buy |
58,071
+16,284
| +39% | +$2.23M | 0.5% | 24 |
|
|
2021
Q1 | $5.1M | Buy |
41,787
+1,500
| +4% | +$183K | 0.4% | 20 |
|
|
2020
Q4 | $5.35M | Sell |
40,287
-877
| -2% | -$116K | 0.54% | 15 |
|
|
2020
Q3 | $4.77M | Buy |
41,164
+800
| +2% | +$92.6K | 0.6% | 14 |
|
|
2020
Q2 | $3.68M | Sell |
40,364
-5,524
| -12% | -$504K | 0.52% | 15 |
|
|
2020
Q1 | $3.3M | Sell |
45,888
-12,656
| -22% | -$910K | 0.89% | 12 |
|
|
2019
Q4 | $4.3M | Buy |
58,544
+11,232
| +24% | +$825K | 0.87% | 7 |
|
|
2019
Q3 | $2.65M | Sell |
47,312
-11,680
| -20% | -$654K | 0.57% | 9 |
|
|
2019
Q2 | $2.92M | Buy |
58,992
+12,136
| +26% | +$601K | 0.72% | 8 |
|
|
2019
Q1 | $2.23M | Buy |
46,856
+24,876
| +113% | +$1.18M | 2.11% | 7 |
|
|
2018
Q4 | $867K | Buy |
+21,980
| New | +$867K | 0.75% | 20 |
|