Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.3M Buy
25,230
+2,251
+10% +$644K 0.62% 10
2026
Q1
$5.83M Buy
22,979
+1,962
+9% +$511K 0.51% 11
2025
Q4
$5.71M Sell
21,017
-45,534
-68% -$12.2M 0.58% 11
2025
Q3
$16.9M Sell
66,551
-509
-0.8% -$115K 3.05% 7
2025
Q2
$13.8M Buy
67,060
+359
+0.5% +$72.5K 2.69% 9
2025
Q1
$14.8M Buy
66,701
+657
+1% +$152K 3.14% 6
2024
Q4
$16.5M Buy
66,044
+2,023
+3% +$477K 3.47% 6
2024
Q3
$14.9M Sell
64,021
-125
-0.2% -$27.9K 3.25% 6
2024
Q2
$13.5M Buy
64,146
+245
+0.4% +$45.7K 3.18% 6
2024
Q1
$11M Sell
63,901
-2,522
-4% -$459K 2.82% 8
2023
Q4
$12.8M Buy
+66,423
New +$12.3M 3.58% 5

Other funds holding AAPL