ACA
Aptus Capital Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228M | Buy |
1,109,968
+47,040
| +4% | +$9.65M | 1.86% | 5 |
|
|
2025
Q1 | $236M | Buy |
1,062,928
+65,230
| +7% | +$14.5M | 2.43% | 3 |
|
|
2024
Q4 | $250M | Buy |
997,698
+250,334
| +33% | +$62.7M | 2.62% | 3 |
|
|
2024
Q3 | $174M | Buy |
747,364
+130,860
| +21% | +$30.5M | 2.6% | 3 |
|
|
2024
Q2 | $130M | Buy |
616,504
+7,095
| +1% | +$1.49M | 2.29% | 5 |
|
|
2024
Q1 | $105M | Buy |
609,409
+70,816
| +13% | +$12.1M | 1.94% | 6 |
|
|
2023
Q4 | $104M | Sell |
538,593
-55,260
| -9% | -$10.6M | 2.84% | 4 |
|
|
2023
Q3 | $102M | Buy |
593,853
+43,690
| +8% | +$7.48M | 2.77% | 4 |
|
|
2023
Q2 | $107M | Sell |
550,163
-19,441
| -3% | -$3.77M | 2.56% | 4 |
|
|
2023
Q1 | $93.9M | Buy |
569,604
+65,094
| +13% | +$10.7M | 2.52% | 7 |
|
|
2022
Q4 | $65.6M | Buy |
504,510
+1,975
| +0.4% | +$257K | 2.01% | 9 |
|
|
2022
Q3 | $69.5M | Buy |
502,535
+25,354
| +5% | +$3.5M | 1.67% | 10 |
|
|
2022
Q2 | $65.2M | Buy |
477,181
+36,463
| +8% | +$4.99M | 1.7% | 11 |
|
|
2022
Q1 | $77M | Buy |
440,718
+88,783
| +25% | +$15.5M | 1.92% | 10 |
|
|
2021
Q4 | $62.5M | Buy |
351,935
+40,329
| +13% | +$7.16M | 1.88% | 11 |
|
|
2021
Q3 | $44.1M | Buy |
311,606
+33,868
| +12% | +$4.79M | 1.14% | 12 |
|
|
2021
Q2 | $38M | Buy |
277,738
+26,200
| +10% | +$3.59M | 1.11% | 11 |
|
|
2021
Q1 | $30.7M | Sell |
251,538
-9,001
| -3% | -$1.1M | 1.1% | 11 |
|
|
2020
Q4 | $34.6M | Buy |
260,539
+24,820
| +11% | +$3.29M | 1.58% | 11 |
|
|
2020
Q3 | $27.3M | Buy |
235,719
+171,875
| +269% | +$19.9M | 1.45% | 12 |
|
|
2020
Q2 | $23.3M | Buy |
63,844
+19,137
| +43% | +$6.98M | 1.46% | 12 |
|
|
2020
Q1 | $11.4M | Buy |
44,707
+27,750
| +164% | +$7.06M | 0.98% | 14 |
|
|
2019
Q4 | $4.98M | Buy |
16,957
+1,606
| +10% | +$472K | 0.35% | 32 |
|
|
2019
Q3 | $3.44M | Sell |
15,351
-516
| -3% | -$116K | 0.19% | 38 |
|
|
2019
Q2 | $3.14M | Buy |
15,867
+168
| +1% | +$33.2K | 0.44% | 26 |
|
|
2019
Q1 | $2.98M | Buy |
+15,699
| New | +$2.98M | 0.51% | 20 |
|