Athena Investment 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 | $3.72M | Buy |
18,130
+1,975
| +12% | +$405K | 2.08% | 8 |
|
|
2025
Q1 | $3.59M | Sell |
16,155
-488
| -3% | -$108K | 2.17% | 7 |
|
|
2024
Q4 | $4.17M | Sell |
16,643
-346
| -2% | -$86.6K | 2.41% | 7 |
|
|
2024
Q3 | $3.96M | Sell |
16,989
-147
| -0.9% | -$34.3K | 2.26% | 7 |
|
|
2024
Q2 | $3.61M | Sell |
17,136
-551
| -3% | -$116K | 2.19% | 7 |
|
|
2024
Q1 | $3.03M | Sell |
17,687
-96
| -0.5% | -$16.5K | 1.82% | 7 |
|
|
2023
Q4 | $3.42M | Sell |
17,783
-372
| -2% | -$71.6K | 2.22% | 7 |
|
|
2023
Q3 | $3.11M | Sell |
18,155
-473
| -3% | -$81K | 2.23% | 7 |
|
|
2023
Q2 | $3.61M | Sell |
18,628
-579
| -3% | -$112K | 2.49% | 7 |
|
|
2023
Q1 | $3.17M | Sell |
19,207
-221
| -1% | -$36.4K | 2.28% | 7 |
|
|
2022
Q4 | $2.52M | Buy |
19,428
+778
| +4% | +$101K | 1.85% | 8 |
|
|
2022
Q3 | $2.58M | Sell |
18,650
-596
| -3% | -$82.4K | 2.16% | 8 |
|
|
2022
Q2 | $2.63M | Buy |
19,246
+1,543
| +9% | +$211K | 2.07% | 8 |
|
|
2022
Q1 | $3.09M | Buy |
+17,703
| New | +$3.09M | 2.4% | 7 |
|