ACA
Atlas Capital Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Sell |
73,604
-2,653
| -3% | -$544K | 1.84% | 8 |
|
|
2025
Q1 | $16.9M | Sell |
76,257
-1,956
| -3% | -$434K | 2.12% | 4 |
|
|
2024
Q4 | $19.6M | Buy |
78,213
+35,884
| +85% | +$8.99M | 2.49% | 4 |
|
|
2024
Q3 | $9.86M | Sell |
42,329
-31,630
| -43% | -$7.37M | 1.5% | 14 |
|
|
2024
Q2 | $15.6M | Buy |
73,959
+28,578
| +63% | +$6.02M | 2.02% | 6 |
|
|
2024
Q1 | $7.78M | Sell |
45,381
-27,823
| -38% | -$4.77M | 1.22% | 20 |
|
|
2023
Q4 | $14.1M | Buy |
73,204
+396
| +0.5% | +$76.2K | 2.04% | 6 |
|
|
2023
Q3 | $12.5M | Sell |
72,808
-25
| -0% | -$4.28K | 2.05% | 6 |
|
|
2023
Q2 | $14.1M | Sell |
72,833
-175
| -0.2% | -$33.9K | 2.14% | 7 |
|
|
2023
Q1 | $12M | Sell |
73,008
-103
| -0.1% | -$17K | 1.89% | 8 |
|
|
2022
Q4 | $9.5M | Sell |
73,111
-2,403
| -3% | -$312K | 1.6% | 11 |
|
|
2022
Q3 | $10.4M | Buy |
75,514
+1
| +0% | +$138 | 1.9% | 8 |
|
|
2022
Q2 | $10.3M | Buy |
75,513
+15,920
| +27% | +$2.18M | 1.75% | 11 |
|
|
2022
Q1 | $10.4M | Buy |
59,593
+619
| +1% | +$108K | 1.62% | 12 |
|
|
2021
Q4 | $10.5M | Sell |
58,974
-2,446
| -4% | -$434K | 1.56% | 15 |
|
|
2021
Q3 | $8.69M | Sell |
61,420
-1,400
| -2% | -$198K | 1.39% | 17 |
|
|
2021
Q2 | $8.6M | Sell |
62,820
-549
| -0.9% | -$75.2K | 1.44% | 12 |
|
|
2021
Q1 | $7.74M | Buy |
+63,369
| New | +$7.74M | 1.5% | 9 |
|
|
2020
Q4 | – | Sell |
-71,517
| Closed | -$8.28M | – | 645 |
|
|
2020
Q3 | $8.28M | Buy |
71,517
+52,883
| +284% | +$6.12M | 1.96% | 9 |
|
|
2020
Q2 | $6.8M | Sell |
18,634
-226
| -1% | -$82.4K | 1.59% | 9 |
|
|
2020
Q1 | $4.8M | Buy |
18,860
+404
| +2% | +$103K | 1.43% | 12 |
|
|
2019
Q4 | $5.42M | Sell |
18,456
-1,463
| -7% | -$430K | 1.35% | 10 |
|
|
2019
Q3 | $4.46M | Buy |
19,919
+28
| +0.1% | +$6.27K | 1.34% | 5 |
|
|
2019
Q2 | $3.94M | Buy |
19,891
+4,297
| +28% | +$850K | 1.29% | 7 |
|
|
2019
Q1 | $2.96M | Sell |
15,594
-4,054
| -21% | -$770K | 1.07% | 14 |
|
|
2018
Q4 | $3.1M | Buy |
19,648
+38
| +0.2% | +$5.99K | 1.24% | 12 |
|
|
2018
Q3 | $4.55M | Buy |
19,610
+2,075
| +12% | +$482K | 1.52% | 7 |
|
|
2018
Q2 | $3.36M | Sell |
17,535
-4,397
| -20% | -$842K | 1.19% | 13 |
|
|
2018
Q1 | $3.68M | Buy |
+21,932
| New | +$3.68M | 1.13% | 12 |
|