Ashford Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Sell |
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|
2025
Q1 | $760K | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $996K | Buy |
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|
2024
Q2 | $849K | Hold |
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|
2024
Q1 | $691K | Sell |
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|
2023
Q4 | $843K | Sell |
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|
2023
Q3 | $776K | Hold |
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|
2023
Q2 | $879K | Sell |
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|
2023
Q1 | $777K | Hold |
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|
2022
Q4 | $612K | Hold |
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|
2022
Q3 | $651K | Sell |
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|
2022
Q2 | $658K | Sell |
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|
2022
Q1 | $1.35M | Sell |
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|
2021
Q4 | $1.54M | Sell |
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|
2021
Q3 | $1.73M | Buy |
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|
2021
Q2 | $1.2M | Hold |
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|
2021
Q1 | $1.07M | Hold |
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|
2020
Q4 | $1.16M | Buy |
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|
2020
Q3 | $784K | Hold |
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|
2020
Q2 | $617K | Buy |
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