Annis Gardner Whiting 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 | $6.94M | Buy |
33,814
+204
| +0.6% | +$41.9K | 2.4% | 5 |
|
|
2025
Q1 | $7.47M | Sell |
33,610
-1,416
| -4% | -$315K | 3.16% | 4 |
|
|
2024
Q4 | $8.77M | Sell |
35,026
-1,678
| -5% | -$420K | 2.46% | 7 |
|
|
2024
Q3 | $8.55M | Sell |
36,704
-2,353
| -6% | -$548K | 2.41% | 7 |
|
|
2024
Q2 | $8.23M | Buy |
39,057
+8,269
| +27% | +$1.74M | 2.34% | 9 |
|
|
2024
Q1 | $5.28M | Buy |
30,788
+4,880
| +19% | +$837K | 1.89% | 10 |
|
|
2023
Q4 | $4.99M | Sell |
25,908
-228
| -0.9% | -$43.9K | 2.2% | 8 |
|
|
2023
Q3 | $4.47M | Buy |
+26,136
| New | +$4.47M | 2.39% | 8 |
|