Ballentine Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.5M | Sell |
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|
2025
Q1 | $82M | Buy |
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|
2024
Q4 | $88.4M | Buy |
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|
2024
Q3 | $80.6M | Buy |
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|
2024
Q2 | $70.4M | Buy |
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|
2024
Q1 | $55.5M | Buy |
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|
2023
Q4 | $59.9M | Buy |
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|
2023
Q3 | $52M | Buy |
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|
2023
Q2 | $54.8M | Sell |
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|
2023
Q1 | $47.7M | Buy |
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|
2022
Q4 | $34.4M | Buy |
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|
2022
Q3 | $35.2M | Buy |
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|
2022
Q2 | $31.2M | Buy |
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|
2022
Q1 | $39.8M | Buy |
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|
2021
Q4 | $39M | Buy |
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|
2021
Q3 | $30M | Buy |
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|
2021
Q2 | $28.9M | Buy |
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|
2021
Q1 | $25.6M | Sell |
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|
2020
Q4 | $27.9M | Sell |
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|
2020
Q3 | $27.7M | Sell |
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|
2020
Q2 | $22.3M | Sell |
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|
2020
Q1 | $16.2M | Buy |
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|
2019
Q4 | $17.8M | Sell |
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|
2019
Q3 | $13.8M | Buy |
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|
2019
Q2 | $12.1M | Buy |
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|
2019
Q1 | $10.8M | Sell |
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|
2018
Q4 | $9.04M | Sell |
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|
2018
Q3 | $13M | Buy |
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|
2018
Q2 | $10.6M | Sell |
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|
2018
Q1 | $10.8M | Sell |
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|
2017
Q4 | $13.7M | Buy |
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|
2017
Q3 | $10.9M | Buy |
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|
2017
Q2 | $10.5M | Buy |
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|
2017
Q1 | $7.98M | Buy |
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|
2016
Q4 | $5.64M | Sell |
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|
2016
Q3 | $5.58M | Buy |
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|
2016
Q2 | $4.41M | Sell |
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|
2016
Q1 | $5.05M | Buy |
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|
2015
Q4 | $4.5M | Buy |
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|
2015
Q3 | $4.55M | Buy |
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|
2015
Q2 | $5.13M | Sell |
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|
2015
Q1 | $5.09M | Sell |
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|
2014
Q4 | $4.84M | Sell |
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|
2014
Q3 | $7.77M | Buy |
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|
2014
Q2 | $4.08M | Sell |
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|
2014
Q1 | $3.52M | Sell |
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|
2013
Q4 | $3.69M | Sell |
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|
2013
Q3 | $3.2M | Buy |
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|
2013
Q2 | $1.97M | Buy |
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