Apella Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $48.1M | Buy |
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|
2025
Q2 | $38.7M | Buy |
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|
2025
Q1 | $22.6M | Buy |
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|
2024
Q4 | $19.7M | Sell |
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|
2024
Q3 | $17.9M | Buy |
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|
2024
Q2 | $17.8M | Buy |
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|
2024
Q1 | $11.5M | Sell |
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|
2023
Q4 | $12.5M | Buy |
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|
2023
Q3 | $11.4M | Buy |
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|
2023
Q2 | $12.9M | Buy |
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|
2022
Q4 | $8.41M | Buy |
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|
2022
Q3 | $8.79M | Buy |
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|
2022
Q2 | $8.03M | Buy |
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|
2022
Q1 | $10.3M | Buy |
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|
2021
Q4 | $8.48M | Sell |
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|
2021
Q3 | $6.91M | Sell |
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|
2021
Q2 | $7.1M | Sell |
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|
2021
Q1 | $6.62M | Buy |
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|
2020
Q4 | $5.76M | Sell |
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|
2020
Q3 | $6.15M | Buy |
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|
2020
Q2 | $3.93M | Buy |
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|
2020
Q1 | $2.64M | Buy |
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