Aveo Capital Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,445
| Closed | -$3.03M | – | 2 |
|
|
2025
Q1 | $3.03M | Sell |
15,445
-13,381
| -46% | -$2.63M | 0.5% | 43 |
|
|
2024
Q4 | $7.22M | Buy |
28,826
+1,701
| +6% | +$426K | 0.79% | 30 |
|
|
2024
Q3 | $6.32M | Sell |
27,125
-1,588
| -6% | -$370K | 0.67% | 43 |
|
|
2024
Q2 | $6.05M | Sell |
28,713
-7,141
| -20% | -$1.5M | 0.69% | 41 |
|
|
2024
Q1 | $6.57M | Buy |
35,854
+5,195
| +17% | +$953K | 0.72% | 34 |
|
|
2023
Q4 | $5.9M | Buy |
30,659
+420
| +1% | +$80.9K | 0.71% | 39 |
|
|
2023
Q3 | $5.18M | Sell |
30,239
-349
| -1% | -$59.8K | 0.68% | 43 |
|
|
2023
Q2 | $5.93M | Buy |
30,588
+1,707
| +6% | +$331K | 0.75% | 38 |
|
|
2023
Q1 | $4.76M | Buy |
28,881
+47
| +0.2% | +$7.75K | 0.64% | 47 |
|
|
2022
Q4 | $3.75M | Buy |
28,834
+1,416
| +5% | +$184K | 0.56% | 45 |
|
|
2022
Q3 | $3.79M | Buy |
27,418
+3,175
| +13% | +$439K | 0.65% | 33 |
|
|
2022
Q2 | $3.31M | Sell |
24,243
-619
| -2% | -$84.6K | 0.54% | 49 |
|
|
2022
Q1 | $4.34M | Sell |
24,862
-1,608
| -6% | -$281K | 0.77% | 36 |
|
|
2021
Q4 | $4.7M | Sell |
26,470
-5,362
| -17% | -$952K | 0.84% | 29 |
|
|
2021
Q3 | $4.5M | Buy |
31,832
+6,379
| +25% | +$903K | 0.94% | 26 |
|
|
2021
Q2 | $3.49M | Buy |
25,453
+554
| +2% | +$75.9K | 0.77% | 42 |
|
|
2021
Q1 | $3.04M | Buy |
+24,899
| New | +$3.04M | 0.77% | 37 |
|
|
2020
Q4 | – | Sell |
-25,806
| Closed | -$2.99M | – | 67 |
|
|
2020
Q3 | $2.99M | Buy |
25,806
+23,290
| +926% | +$2.7M | 1.08% | 22 |
|
|
2020
Q2 | $229K | Sell |
2,516
-18,676
| -88% | -$1.7M | 0.46% | 47 |
|
|
2020
Q1 | $1.35M | Sell |
21,192
-3,948
| -16% | -$251K | 0.65% | 41 |
|
|
2019
Q4 | $1.85M | Sell |
25,140
-844
| -3% | -$61.9K | 0.73% | 34 |
|
|
2019
Q3 | $1.67M | Sell |
25,984
-2,720
| -9% | -$175K | 0.69% | 48 |
|
|
2019
Q2 | $1.5M | Sell |
28,704
-9,664
| -25% | -$504K | 0.65% | 54 |
|
|
2019
Q1 | $1.82M | Sell |
38,368
-7,828
| -17% | -$372K | 0.84% | 31 |
|
|
2018
Q4 | $1.82M | Buy |
46,196
+25,328
| +121% | +$999K | 0.91% | 28 |
|
|
2018
Q3 | $1.15M | Sell |
20,868
-15,312
| -42% | -$845K | 0.51% | 41 |
|
|
2018
Q2 | $1.67M | Buy |
36,180
+9,164
| +34% | +$424K | 0.74% | 35 |
|
|
2018
Q1 | $1.13M | Buy |
27,016
+396
| +1% | +$16.6K | 0.47% | 44 |
|
|
2017
Q4 | $1.13M | Sell |
26,620
-1,460
| -5% | -$61.8K | 0.37% | 41 |
|
|
2017
Q3 | $1.08M | Buy |
28,080
+1,496
| +6% | +$57.6K | 0.37% | 42 |
|
|
2017
Q2 | $957K | Buy |
26,584
+776
| +3% | +$27.9K | 0.34% | 44 |
|
|
2017
Q1 | $927K | Sell |
25,808
-28,848
| -53% | -$1.04M | 0.34% | 40 |
|
|
2016
Q4 | $1.58M | Buy |
+54,656
| New | +$1.58M | 0.45% | 35 |
|