AA
Apriem Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.6M | Sell |
231,921
-3,059
| -1% | -$628K | 5.06% | 3 |
|
|
2025
Q1 | $52.2M | Sell |
234,980
-1,201
| -0.5% | -$267K | 6.12% | 3 |
|
|
2024
Q4 | $59.1M | Sell |
236,181
-395
| -0.2% | -$98.9K | 6.77% | 2 |
|
|
2024
Q3 | $55.1M | Sell |
236,576
-7,528
| -3% | -$1.75M | 6.44% | 3 |
|
|
2024
Q2 | $51.4M | Sell |
244,104
-4,989
| -2% | -$1.05M | 6.29% | 3 |
|
|
2024
Q1 | $42.7M | Sell |
249,093
-12,046
| -5% | -$2.07M | 5.37% | 3 |
|
|
2023
Q4 | $50.3M | Buy |
261,139
+1,479
| +0.6% | +$285K | 6.72% | 3 |
|
|
2023
Q3 | $44.5M | Sell |
259,660
-167
| -0.1% | -$28.6K | 6.51% | 3 |
|
|
2023
Q2 | $50.4M | Sell |
259,827
-771
| -0.3% | -$150K | 7.56% | 2 |
|
|
2023
Q1 | $43M | Sell |
260,598
-5,603
| -2% | -$924K | 6.88% | 2 |
|
|
2022
Q4 | $34.6M | Sell |
266,201
-3,336
| -1% | -$433K | 5.99% | 2 |
|
|
2022
Q3 | $37.3M | Sell |
269,537
-1,717
| -0.6% | -$237K | 6.72% | 2 |
|
|
2022
Q2 | $37.1M | Sell |
271,254
-2,589
| -0.9% | -$354K | 6.39% | 3 |
|
|
2022
Q1 | $47.8M | Sell |
273,843
-2,942
| -1% | -$514K | 7.01% | 3 |
|
|
2021
Q4 | $49.1M | Sell |
276,785
-696
| -0.3% | -$124K | 6.95% | 3 |
|
|
2021
Q3 | $39.3M | Buy |
277,481
+1,427
| +0.5% | +$202K | 5.63% | 4 |
|
|
2021
Q2 | $37.8M | Sell |
276,054
-1,271
| -0.5% | -$174K | 5.64% | 3 |
|
|
2021
Q1 | $33.9M | Buy |
277,325
+14,066
| +5% | +$1.72M | 5.25% | 4 |
|
|
2020
Q4 | $34.9M | Sell |
263,259
-17,165
| -6% | -$2.28M | 6.23% | 4 |
|
|
2020
Q3 | $32.5M | Buy |
280,424
+209,040
| +293% | +$24.2M | 5.96% | 4 |
|
|
2020
Q2 | $26M | Buy |
71,384
+10,415
| +17% | +$3.8M | 5.35% | 4 |
|
|
2020
Q1 | $15.5M | Sell |
60,969
-4,127
| -6% | -$1.05M | 3.76% | 5 |
|
|
2019
Q4 | $19.1M | Sell |
65,096
-466
| -0.7% | -$137K | 3.66% | 4 |
|
|
2019
Q3 | $14.7M | Sell |
65,562
-4,248
| -6% | -$951K | 3.26% | 3 |
|
|
2019
Q2 | $13.8M | Buy |
69,810
+256
| +0.4% | +$50.7K | 4.33% | 3 |
|
|
2019
Q1 | $13.2M | Buy |
69,554
+3,646
| +6% | +$693K | 3.5% | 5 |
|
|
2018
Q4 | $10.4M | Buy |
65,908
+9,592
| +17% | +$1.51M | 3.66% | 4 |
|
|
2018
Q3 | $12.7M | Buy |
56,316
+652
| +1% | +$147K | 2.78% | 8 |
|
|
2018
Q2 | $10.3M | Sell |
55,664
-948
| -2% | -$175K | 2.31% | 7 |
|
|
2018
Q1 | $9.5M | Sell |
56,612
-203
| -0.4% | -$34.1K | 2.32% | 7 |
|
|
2017
Q4 | $9.62M | Sell |
56,815
-1,309
| -2% | -$222K | 2.38% | 8 |
|
|
2017
Q3 | $8.96M | Sell |
58,124
-294
| -0.5% | -$45.3K | 2.23% | 10 |
|
|
2017
Q2 | $8.41M | Buy |
58,418
+1,395
| +2% | +$201K | 2.23% | 9 |
|
|
2017
Q1 | $8.19M | Sell |
57,023
-89
| -0.2% | -$12.8K | 2.23% | 11 |
|
|
2016
Q4 | $6.62M | Sell |
57,112
-4,877
| -8% | -$565K | 1.96% | 12 |
|
|
2016
Q3 | $7.01M | Sell |
61,989
-43,857
| -41% | -$4.96M | 2.09% | 12 |
|
|
2016
Q2 | $10.1M | Buy |
105,846
+18,067
| +21% | +$1.73M | 3.29% | 8 |
|
|
2016
Q1 | $9.57M | Buy |
87,779
+1,847
| +2% | +$201K | 3.76% | 4 |
|
|
2015
Q4 | $9.05M | Sell |
85,932
-574
| -0.7% | -$60.4K | 3.22% | 4 |
|
|
2015
Q3 | $9.54M | Sell |
86,506
-3,435
| -4% | -$379K | 3.53% | 3 |
|
|
2015
Q2 | $11.3M | Buy |
89,941
+5,763
| +7% | +$723K | 3.87% | 3 |
|
|
2015
Q1 | $10.5M | Sell |
84,178
-3,254
| -4% | -$405K | 3.63% | 2 |
|
|
2014
Q4 | $9.65M | Sell |
87,432
-333
| -0.4% | -$36.8K | 3.56% | 2 |
|
|
2014
Q3 | $8.84M | Sell |
87,765
-2,546
| -3% | -$257K | 3.38% | 3 |
|
|
2014
Q2 | $8.39M | Buy |
90,311
+77,464
| +603% | +$7.2M | 3.2% | 3 |
|
|
2014
Q1 | $6.9M | Sell |
12,847
-259
| -2% | -$139K | 2.61% | 6 |
|
|
2013
Q4 | $7.35M | Buy |
13,106
+195
| +2% | +$109K | 2.88% | 4 |
|
|
2013
Q3 | $6.16M | Sell |
12,911
-70
| -0.5% | -$33.4K | 2.67% | 7 |
|
|
2013
Q2 | $5.15M | Buy |
+12,981
| New | +$5.15M | 2.52% | 9 |
|