Apella Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.7M | Buy |
184,366
+70,529
| +62% | +$14.8M | 1.05% | 23 |
|
|
2025
Q1 | $22.6M | Buy |
113,837
+35,328
| +45% | +$7.03M | 0.78% | 30 |
|
|
2024
Q4 | $19.7M | Sell |
78,509
-563
| -0.7% | -$141K | 0.75% | 28 |
|
|
2024
Q3 | $17.9M | Buy |
79,072
+1,255
| +2% | +$285K | 0.74% | 31 |
|
|
2024
Q2 | $17.8M | Buy |
77,817
+10,293
| +15% | +$2.35M | 0.8% | 32 |
|
|
2024
Q1 | $11.5M | Sell |
67,524
-1,016
| -1% | -$172K | 0.58% | 41 |
|
|
2023
Q4 | $12.5M | Buy |
68,540
+1,671
| +2% | +$304K | 0.69% | 34 |
|
|
2023
Q3 | $11.4M | Buy |
66,869
+147
| +0.2% | +$25.2K | 0.81% | 31 |
|
|
2023
Q2 | $12.9M | Buy |
+66,722
| New | +$12.9M | 0.92% | 29 |
|
|
2022
Q4 | $8.41M | Buy |
64,746
+1,174
| +2% | +$153K | 0.77% | 34 |
|
|
2022
Q3 | $8.79M | Buy |
63,572
+4,808
| +8% | +$664K | 1.02% | 25 |
|
|
2022
Q2 | $8.03M | Buy |
58,764
+59
| +0.1% | +$8.07K | 0.96% | 27 |
|
|
2022
Q1 | $10.3M | Buy |
58,705
+10,948
| +23% | +$1.91M | 1.44% | 19 |
|
|
2021
Q4 | $8.48M | Sell |
47,757
-1,077
| -2% | -$191K | 1.08% | 27 |
|
|
2021
Q3 | $6.91M | Sell |
48,834
-2,990
| -6% | -$423K | 0.99% | 26 |
|
|
2021
Q2 | $7.1M | Sell |
51,824
-2,388
| -4% | -$327K | 1.17% | 20 |
|
|
2021
Q1 | $6.62M | Buy |
54,212
+10,814
| +25% | +$1.32M | 2.09% | 13 |
|
|
2020
Q4 | $5.76M | Sell |
43,398
-9,676
| -18% | -$1.28M | 2.02% | 14 |
|
|
2020
Q3 | $6.15M | Buy |
53,074
+10,002
| +23% | +$1.16M | 2.47% | 10 |
|
|
2020
Q2 | $3.93M | Buy |
43,072
+1,492
| +4% | +$136K | 1.83% | 15 |
|
|
2020
Q1 | $2.64M | Buy |
+41,580
| New | +$2.64M | 1.54% | 16 |
|