Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.29M Hold
14,818
0.1% 53
2026
Q1
$3.76M Hold
14,818
0.08% 58
2025
Q4
$4.03M Hold
14,818
0.08% 53
2025
Q3
$3.77M Sell
14,818
-10,182
-41% -$2.3M 0.1% 55
2025
Q2
$5.13M Hold
25,000
0.11% 57
2025
Q1
$6.26M Hold
25,000
0.17% 66
2024
Q4
$6.26M Hold
25,000
0.14% 56
2024
Q3
$5.83M Hold
25,000
0.14% 57
2024
Q2
$5.27M Hold
25,000
0.14% 55
2024
Q1
$4.29M Hold
25,000
0.11% 56
2023
Q4
$4.81M Hold
25,000
0.15% 54
2023
Q3
$4.28M Hold
25,000
0.14% 56
2023
Q2
$4.85M Hold
25,000
0.16% 54
2023
Q1
$4.12M Hold
25,000
0.14% 54
2022
Q4
$3.25M Buy
+25,000
New +$3.57M 0.12% 55

Other funds holding AAPL