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Boothe Investment Group’s Apple AAPL Stock Holding History

Boothe Investment Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,369
Closed -$552K – 39
2024
Q3 		$552K Sell
2,369
-117
-5% -$26.1K 0.25% 35
2024
Q2 		$539K Buy
+2,486
New +$464K 0.25% 38
2022
Q1 		– Sell
-35,830
Closed -$6.36M – 32
2021
Q4 		$6.36M Sell
35,830
-3,554
-9% -$562K 3.4% 15
2021
Q3 		$5.62M Buy
39,384
+780
+2% +$115K 3.06% 18
2021
Q2 		$5.3M Buy
38,604
+1,291
+3% +$167K 2.78% 19
2021
Q1 		$4.56M Buy
37,313
+14,504
+64% +$1.86M 2.66% 19
2020
Q4 		$3.03M Buy
22,809
+969
+4% +$117K 2.09% 20
2020
Q3 		$2.53M Sell
21,840
-1,672
-7% -$182K 2.16% 19
2020
Q2 		$2.14M Buy
+23,512
New +$1.82M 1.9% 21
2019
Q4 		– Sell
-64,904
Closed -$3.63M – 25
2019
Q3 		$3.63M Sell
64,904
-312
-0.5% -$16.3K 3.83% 8
2019
Q2 		$3.23M Sell
65,216
-9,076
-12% -$442K 3.95% 10
2019
Q1 		$3.53M Buy
+74,292
New +$3.15M 4.4% 7
2018
Q4 		– Sell
-66,308
Closed -$3.74M – 20
2018
Q3 		$3.74M Buy
66,308
+1,024
+2% +$53.3K 3.49% 6
2018
Q2 		$3.02M Buy
+65,284
New +$2.96M 2.83% 6

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boothe Investment Group's AAPL Position: Q4 2024 in Review

Boothe Investment Group sold out of Apple (AAPL) in Q4 2024, closing a stake of 2,369 shares — an estimated $552K sold.

Boothe Investment Group first reported a position in AAPL in Q2 2018 and held it in 14 quarters. The position peaked at $6.36M in Q4 2021. 5,654 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Boothe Investment Group reported no remaining Apple position as of Q4 2024 after selling out during the quarter.
  • Boothe Investment Group sold 2,369 Apple shares in Q4 2024, an estimated $552K.
  • Boothe Investment Group first reported a position in Apple in Q2 2018 and held it in 14 quarters.
  • Boothe Investment Group's Apple position peaked at $6.36M in Q4 2021.
  • 5,654 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Boothe Investment Group's 13F filing for Q4 2024, filed 4 Feb 2025.