Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.9M Buy
61,767
+131
+0.2% +$37.5K 1.31% 17
2026
Q1
$15.6M Sell
61,636
-661
-1% -$172K 1.25% 17
2025
Q4
$16.9M Sell
62,297
-2,574
-4% -$691K 1.36% 17
2025
Q3
$16.5M Sell
64,871
-242
-0.4% -$54.7K 1.38% 17
2025
Q2
$13.4M Sell
65,113
-1,766
-3% -$357K 1.19% 18
2025
Q1
$14.9M Sell
66,879
-2,036
-3% -$472K 1.4% 14
2024
Q4
$17.3M Sell
68,915
-1,827
-3% -$431K 1.62% 14
2024
Q3
$16.5M Sell
70,742
-1,650
-2% -$368K 1.55% 13
2024
Q2
$15.2M Sell
72,392
-321
-0.4% -$59.9K 1.53% 12
2024
Q1
$12.5M Sell
72,713
-2,487
-3% -$452K 1.28% 14
2023
Q4
$14.5M Sell
75,200
-2,467
-3% -$456K 1.58% 13
2023
Q3
$13.3M Sell
77,667
-749
-1% -$137K 1.58% 13
2023
Q2
$15.2M Sell
78,416
-803
-1% -$140K 1.73% 13
2023
Q1
$13.1M Sell
79,219
-147
-0.2% -$21.7K 1.54% 14
2022
Q4
$10.3M Sell
79,366
-3,638
-4% -$520K 1.23% 15
2022
Q3
$11.5M Buy
83,004
+6,948
+9% +$1.09M 1.32% 16
2022
Q2
$10.4M Buy
+76,056
New +$11.5M 1.13% 17
2022
Q1
Sell
-79,310
Closed -$14.1M 179
2021
Q4
$14.1M Buy
79,310
+43
+0.1% +$6.8K 1.34% 15
2021
Q3
$11.2M Buy
79,267
+2,649
+3% +$390K 1.17% 17
2021
Q2
$10.5M Buy
76,618
+567
+0.7% +$73.5K 1.18% 17
2021
Q1
$9.29M Buy
76,051
+1,073
+1% +$138K 1.12% 17
2020
Q4
$9.95M Sell
74,978
-4,924
-6% -$592K 1.31% 17
2020
Q3
$9.25M Sell
79,902
-6,038
-7% -$659K 1.42% 18
2020
Q2
$7.84M Buy
85,940
+356
+0.4% +$27.6K 1.27% 18
2020
Q1
$5.44M Sell
85,584
-6,040
-7% -$444K 1.01% 20
2019
Q4
$6.73M Buy
91,624
+1,680
+2% +$108K 1.06% 19
2019
Q3
$5.04M Buy
89,944
+4,360
+5% +$228K 0.86% 19
2019
Q2
$4.24M Sell
85,584
-1,796
-2% -$87.5K 0.75% 20
2019
Q1
$4.15M Buy
87,380
+776
+0.9% +$32.9K 0.78% 21
2018
Q4
$3.42M Sell
86,604
-2,448
-3% -$119K 0.7% 22
2018
Q3
$5.03M Sell
89,052
-1,276
-1% -$66.4K 0.93% 19
2018
Q2
$4.18M Sell
90,328
-1,568
-2% -$71.1K 0.81% 21
2018
Q1
$3.85M Sell
91,896
-3,396
-4% -$146K 0.76% 23
2017
Q4
$4.03M Buy
95,292
+16,348
+21% +$683K 0.79% 21
2017
Q3
$3.04M Buy
+78,944
New +$3.06M 0.62% 27
2017
Q2
Sell
-97,880
Closed -$3.52M 137
2017
Q1
$3.52M Sell
97,880
-20,672
-17% -$681K 0.78% 22
2016
Q4
$3.43M Buy
118,552
+468
+0.4% +$13.3K 0.81% 24
2016
Q3
$3.34M Sell
118,084
-732
-0.6% -$19.4K 0.8% 23
2016
Q2
$2.84M Buy
118,816
+6,904
+6% +$172K 0.7% 25
2016
Q1
$3.05M Buy
111,912
+7,780
+7% +$194K 0.76% 24
2015
Q4
$2.74M Buy
104,132
+496
+0.5% +$14.2K 0.69% 25
2015
Q3
$2.86M Sell
103,636
-10,884
-10% -$319K 0.73% 21
2015
Q2
$3.59M Sell
114,520
-76
-0.1% -$2.43K 0.86% 21
2015
Q1
$3.56M Buy
114,596
+7,380
+7% +$223K 0.86% 19
2014
Q4
$2.96M Sell
107,216
-13,628
-11% -$371K 0.75% 20
2014
Q3
$3.04M Sell
120,844
-24,484
-17% -$601K 0.81% 20
2014
Q2
$3.38M Buy
+145,328
New +$3.09M 0.88% 20
2014
Q1
Sell
-150,276
Closed -$3.01M 116
2013
Q4
$3.01M Buy
150,276
+2,436
+2% +$46K 0.84% 23
2013
Q3
$2.52M Sell
147,840
-56
-0% -$928 0.76% 23
2013
Q2
$2.1M Buy
+147,896
New +$2.28M 0.67% 29

Other funds holding AAPL