Aspen Grove Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.1M | Buy |
73,794
+6,370
| +9% | +$1.31M | 2.57% | 9 |
|
2025
Q1 | $15M | Sell |
67,424
-4,351
| -6% | -$966K | 2.88% | 7 |
|
2024
Q4 | $18M | Buy |
71,775
+9,008
| +14% | +$2.26M | 3.81% | 5 |
|
2024
Q3 | $14.6M | Sell |
62,767
-1,313
| -2% | -$306K | 3.23% | 8 |
|
2024
Q2 | $13.5M | Sell |
64,080
-10,004
| -14% | -$2.11M | 3.18% | 8 |
|
2024
Q1 | $12.7M | Buy |
74,084
+1,651
| +2% | +$283K | 3.59% | 7 |
|
2023
Q4 | $14M | Sell |
72,433
-4,282
| -6% | -$826K | 4.26% | 6 |
|
2023
Q3 | $13.1M | Sell |
76,715
-4,726
| -6% | -$809K | 4.88% | 3 |
|
2023
Q2 | $15.8M | Buy |
81,441
+26,942
| +49% | +$5.23M | 5.11% | 3 |
|
2023
Q1 | $8.99M | Buy |
54,499
+4,949
| +10% | +$816K | 3.93% | 5 |
|
2022
Q4 | $6.44M | Buy |
+49,550
| New | +$6.44M | 2.98% | 7 |
|