AI
AXS Investments’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Sell |
13,232
-2,332
| -15% | -$478K | 1.11% | 20 |
|
|
2025
Q1 | $3.46M | Sell |
15,564
-1,327
| -8% | -$295K | 0.96% | 22 |
|
|
2024
Q4 | $4.23M | Buy |
16,891
+160
| +1% | +$40.1K | 1.18% | 14 |
|
|
2024
Q3 | $3.9M | Sell |
16,731
-5,961
| -26% | -$1.39M | 1.04% | 15 |
|
|
2024
Q2 | $4.78M | Buy |
22,692
+2,246
| +11% | +$473K | 1.33% | 12 |
|
|
2024
Q1 | $3.51M | Sell |
20,446
-2,831
| -12% | -$485K | 0.84% | 18 |
|
|
2023
Q4 | $4.48M | Buy |
23,277
+223
| +1% | +$42.9K | 1.07% | 13 |
|
|
2023
Q3 | $3.95M | Sell |
23,054
-5,955
| -21% | -$1.02M | 1.02% | 14 |
|
|
2023
Q2 | $5.63M | Buy |
29,009
+2,548
| +10% | +$494K | 1.5% | 10 |
|
|
2023
Q1 | $4.36M | Buy |
26,461
+370
| +1% | +$61K | 1.44% | 12 |
|
|
2022
Q4 | $3.39M | Sell |
26,091
-1,406
| -5% | -$183K | 1.21% | 17 |
|
|
2022
Q3 | $3.8M | Sell |
27,497
-1,622
| -6% | -$224K | 1.48% | 18 |
|
|
2022
Q2 | $3.98M | Sell |
29,119
-3,271
| -10% | -$447K | 1.41% | 17 |
|
|
2022
Q1 | $5.66M | Sell |
32,390
-12,128
| -27% | -$2.12M | 2.26% | 14 |
|
|
2021
Q4 | $7.91M | Buy |
44,518
+36,887
| +483% | +$6.55M | 1.87% | 13 |
|
|
2021
Q3 | $1.08M | Sell |
7,631
-36,483
| -83% | -$5.16M | 0.41% | 32 |
|
|
2021
Q2 | $6.04M | Sell |
44,114
-10,595
| -19% | -$1.45M | 1.84% | 14 |
|
|
2021
Q1 | $6.68M | Buy |
+54,709
| New | +$6.68M | 2.38% | 7 |
|