Caerus Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
15,750
+59
| +0.4% | +$12.1K | 3.08% | 10 |
|
|
2025
Q1 | $3.49M | Sell |
15,691
-1,139
| -7% | -$253K | 3.36% | 10 |
|
|
2024
Q4 | $4.21M | Sell |
16,830
-174
| -1% | -$43.6K | 3.96% | 10 |
|
|
2024
Q3 | $3.96M | Sell |
17,004
-7
| -0% | -$1.63K | 3.76% | 9 |
|
|
2024
Q2 | $3.58M | Buy |
17,011
+44
| +0.3% | +$9.27K | 3.5% | 11 |
|
|
2024
Q1 | $2.91M | Sell |
16,967
-950
| -5% | -$163K | 2.81% | 12 |
|
|
2023
Q4 | $3.45M | Sell |
17,917
-4,200
| -19% | -$809K | 3.3% | 12 |
|
|
2023
Q3 | $3.79M | Hold |
22,117
| – | – | 3.9% | 9 |
|
|
2023
Q2 | $4.29M | Sell |
22,117
-41
| -0.2% | -$7.95K | 4.85% | 8 |
|
|
2023
Q1 | $3.65M | Sell |
22,158
-6,000
| -21% | -$989K | 4.21% | 8 |
|
|
2022
Q4 | $3.66M | Sell |
28,158
-7,997
| -22% | -$1.04M | 5.53% | 7 |
|
|
2022
Q3 | $5M | Buy |
36,155
+6,415
| +22% | +$887K | 6.3% | 6 |
|
|
2022
Q2 | $4.07M | Buy |
29,740
+1,344
| +5% | +$184K | 4.93% | 7 |
|
|
2022
Q1 | $4.32M | Buy |
28,396
+15,501
| +120% | +$2.36M | 5.23% | 7 |
|
|
2021
Q4 | $2.29M | Buy |
+12,895
| New | +$2.29M | 2.48% | 10 |
|