AA
Auxano Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.6M | Buy |
192,943
+48,754
| +34% | +$10M | 9.24% | 2 |
|
|
2025
Q1 | $32M | Sell |
144,189
-3,318
| -2% | -$737K | 8.49% | 2 |
|
|
2024
Q4 | $36.9M | Buy |
147,507
+4,233
| +3% | +$1.06M | 9.31% | 2 |
|
|
2024
Q3 | $33.4M | Buy |
143,274
+984
| +0.7% | +$229K | 8.64% | 2 |
|
|
2024
Q2 | $30M | Buy |
142,290
+25,949
| +22% | +$5.47M | 8.29% | 3 |
|
|
2024
Q1 | $20M | Buy |
116,341
+45,913
| +65% | +$7.87M | 5.81% | 4 |
|
|
2023
Q4 | $13.6M | Buy |
70,428
+23,724
| +51% | +$4.57M | 4.56% | 7 |
|
|
2023
Q3 | $8M | Sell |
46,704
-10,062
| -18% | -$1.72M | 3.27% | 8 |
|
|
2023
Q2 | $9.36M | Hold |
56,766
| – | – | 3.74% | 7 |
|
|
2023
Q1 | $9.36M | Buy |
56,766
+564
| +1% | +$93K | 3.74% | 7 |
|
|
2022
Q4 | $7.3M | Buy |
56,202
+60
| +0.1% | +$7.8K | 3.3% | 7 |
|
|
2022
Q3 | $7.76M | Buy |
56,142
+2,864
| +5% | +$396K | 3.57% | 8 |
|
|
2022
Q2 | $7.28M | Buy |
53,278
+781
| +1% | +$107K | 3.6% | 9 |
|
|
2022
Q1 | $9.17M | Buy |
52,497
+967
| +2% | +$169K | 3.9% | 8 |
|
|
2021
Q4 | $9.15M | Buy |
51,530
+6,785
| +15% | +$1.2M | 4.09% | 9 |
|
|
2021
Q3 | $6.33M | Buy |
44,745
+1,364
| +3% | +$193K | 2.84% | 10 |
|
|
2021
Q2 | $5.94M | Sell |
43,381
-2,253
| -5% | -$309K | 2.72% | 11 |
|
|
2021
Q1 | $5.57M | Buy |
45,634
+1,453
| +3% | +$177K | 3.43% | 10 |
|
|
2020
Q4 | $5.86M | Sell |
44,181
-491
| -1% | -$65.1K | 3.88% | 8 |
|
|
2020
Q3 | $5.17M | Buy |
44,672
+30,735
| +221% | +$3.56M | 4% | 8 |
|
|
2020
Q2 | $5.08M | Sell |
13,937
-377
| -3% | -$138K | 4.22% | 7 |
|
|
2020
Q1 | $3.64M | Buy |
+14,314
| New | +$3.64M | 3.32% | 8 |
|