Blue Trust Inc’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $36.2M | Buy |
176,304
+6,443
| +4% | +$1.32M | 0.43% | 29 |
|
2025
Q1 | $37.7M | Buy |
169,861
+3,306
| +2% | +$734K | 0.48% | 31 |
|
2024
Q4 | $41.7M | Sell |
166,555
-37,970
| -19% | -$9.51M | 0.53% | 27 |
|
2024
Q3 | $43.1M | Buy |
204,525
+56,525
| +38% | +$11.9M | 0.56% | 30 |
|
2024
Q2 | $25.4M | Buy |
148,000
+19,582
| +15% | +$3.36M | 0.35% | 31 |
|
2024
Q1 | $22M | Buy |
128,418
+1,106
| +0.9% | +$190K | 0.31% | 32 |
|
2023
Q4 | $21.8M | Sell |
127,312
-16,189
| -11% | -$2.77M | 0.35% | 32 |
|
2023
Q3 | $27.8M | Buy |
143,501
+5,981
| +4% | +$1.16M | 0.42% | 31 |
|
2023
Q2 | $22.7M | Sell |
137,520
-8,881
| -6% | -$1.46M | 0.36% | 34 |
|
2023
Q1 | $19M | Sell |
146,401
-13,920
| -9% | -$1.81M | 0.31% | 37 |
|
2022
Q4 | $22.2M | Buy |
160,321
+29,126
| +22% | +$4.03M | 0.4% | 35 |
|
2022
Q3 | $17.9M | Buy |
131,195
+9,650
| +8% | +$1.32M | 0.32% | 37 |
|
2022
Q2 | $21.2M | Buy |
+121,545
| New | +$21.2M | 0.33% | 35 |
|