Ardent Capital Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.2M Sell
59,461
-77,167
-56% -$15.8M 5.85% 6
2025
Q1
$30.3M Buy
136,628
+3,670
+3% +$815K 13.13% 2
2024
Q4
$33.3M Sell
132,958
-9,458
-7% -$2.37M 15.15% 2
2024
Q3
$33.2M Sell
142,416
-3,357
-2% -$782K 15.08% 2
2024
Q2
$30.7M Sell
145,773
-91
-0.1% -$19.2K 15.05% 2
2024
Q1
$25M Buy
145,864
+60
+0% +$10.3K 12.56% 2
2023
Q4
$28.1M Sell
145,804
-255
-0.2% -$49.1K 14.71% 2
2023
Q3
$25M Buy
146,059
+3,979
+3% +$681K 14.11% 2
2023
Q2
$27.6M Sell
142,080
-692
-0.5% -$134K 16.93% 2
2023
Q1
$23.5M Sell
142,772
-854
-0.6% -$141K 16.92% 2
2022
Q4
$18.7M Sell
143,626
-173
-0.1% -$22.5K 14.49% 3
2022
Q3
$19.9M Buy
143,799
+165
+0.1% +$22.8K 17.71% 3
2022
Q2
$19.6M Sell
143,634
-850
-0.6% -$116K 24.18% 2
2022
Q1
$25.2M Sell
144,484
-1,734
-1% -$303K 16.82% 2
2021
Q4
$26M Buy
+146,218
New +$26M 17.24% 2