Ballew Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.98M | Buy |
9,671
+923
| +11% | +$264K | 1.54% | 14 |
|
|
2026
Q1 | $2.28M | Buy |
8,748
+96
| +1% | +$25K | 1.28% | 16 |
|
|
2025
Q4 | $2.26M | Sell |
8,652
-32
| -0.4% | -$8.59K | 1.27% | 18 |
|
|
2025
Q3 | $2.15M | Sell |
8,684
-74
| -0.8% | -$16.7K | 1.2% | 18 |
|
|
2025
Q2 | $1.87M | Buy |
8,758
+511
| +6% | +$103K | 1.11% | 19 |
|
|
2025
Q1 | $1.63M | Buy |
8,247
+303
| +4% | +$70.2K | 1.1% | 19 |
|
|
2024
Q4 | $1.86M | Buy |
7,944
+174
| +2% | +$41K | 1.19% | 21 |
|
|
2024
Q3 | $1.78M | Buy |
7,770
+23
| +0.3% | +$5.14K | 1.2% | 17 |
|
|
2024
Q2 | $1.82M | Sell |
7,747
-95
| -1% | -$17.7K | 1.2% | 15 |
|
|
2024
Q1 | $1.32M | Buy |
7,842
+191
| +2% | +$34.7K | 0.91% | 30 |
|
|
2023
Q4 | $1.4M | Buy |
7,651
+3
| +0% | +$554 | 1.06% | 20 |
|
|
2023
Q3 | $1.33M | Sell |
7,648
-489
| -6% | -$89.7K | 1.09% | 19 |
|
|
2023
Q2 | $1.53M | Hold |
8,137
| – | – | 1.11% | 18 |
|
|
2023
Q1 | $1.54M | Buy |
8,137
+440
| +6% | +$64.9K | 1.12% | 18 |
|
|
2022
Q4 | $1.03M | Buy |
7,697
+29
| +0.4% | +$4.14K | 0.79% | 32 |
|
|
2022
Q3 | $1.08M | Buy |
7,668
+41
| +0.5% | +$6.43K | 0.97% | 23 |
|
|
2022
Q2 | $1.13M | Buy |
7,627
+380
| +5% | +$57.5K | 1.03% | 23 |
|
|
2022
Q1 | $1.24M | Buy |
7,247
+1,281
| +21% | +$215K | 0.94% | 23 |
|
|
2021
Q4 | $1.03M | Sell |
5,966
-7,315
| -55% | -$1.16M | 0.72% | 37 |
|
|
2021
Q3 | $1.9M | Buy |
13,281
+7,376
| +125% | +$1.09M | 1.39% | 18 |
|
|
2021
Q2 | $860K | Sell |
5,905
-6,515
| -52% | -$844K | 0.6% | 50 |
|
|
2021
Q1 | $1.53M | Buy |
12,420
+6,275
| +102% | +$805K | 0.56% | 49 |
|
|
2020
Q4 | $793K | Sell |
6,145
-2,600
| -30% | -$313K | 0.61% | 40 |
|
|
2020
Q3 | $1.02M | Buy |
8,745
+1,261
| +17% | +$138K | 0.86% | 31 |
|
|
2020
Q2 | $697K | Buy |
7,484
+844
| +13% | +$65.4K | 0.68% | 30 |
|
|
2020
Q1 | $422K | Sell |
6,640
-1,228
| -16% | -$90.3K | 0.48% | 42 |
|
|
2019
Q4 | $609K | Buy |
7,868
+4
| +0.1% | +$257 | 0.52% | 42 |
|
|
2019
Q3 | $441K | Buy |
7,864
+124
| +2% | +$6.48K | 0.4% | 55 |
|
|
2019
Q2 | $397K | Sell |
7,740
-568
| -7% | -$27.7K | 0.36% | 57 |
|
|
2019
Q1 | $433K | Sell |
8,308
-1,140
| -12% | -$48.4K | 0.4% | 52 |
|
|
2018
Q4 | $402K | Buy |
9,448
+352
| +4% | +$17.1K | 0.38% | 51 |
|
|
2018
Q3 | $492K | Buy |
9,096
+200
| +2% | +$10.4K | 0.45% | 48 |
|
|
2018
Q2 | $412K | Buy |
8,896
+124
| +1% | +$5.62K | 0.46% | 48 |
|
|
2018
Q1 | $368K | Sell |
8,772
-568
| -6% | -$24.5K | 0.32% | 63 |
|
|
2017
Q4 | $395K | Buy |
+9,340
| New | +$390K | 0.39% | 57 |
|
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