Cambridge 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 | $7.78M | Sell |
37,940
-2,716
| -7% | -$557K | 1.63% | 15 |
|
2025
Q1 | $9.03M | Buy |
40,656
+380
| +0.9% | +$84.4K | 1.98% | 13 |
|
2024
Q4 | $10.1M | Buy |
40,276
+166
| +0.4% | +$41.6K | 2.25% | 8 |
|
2024
Q3 | $9.35M | Buy |
40,110
+433
| +1% | +$101K | 2.04% | 9 |
|
2024
Q2 | $8.36M | Buy |
39,677
+1,129
| +3% | +$238K | 1.94% | 10 |
|
2024
Q1 | $6.61M | Sell |
38,548
-692
| -2% | -$119K | 1.56% | 16 |
|
2023
Q4 | $7.55M | Sell |
39,240
-21
| -0.1% | -$4.04K | 1.9% | 10 |
|
2023
Q3 | $6.72M | Sell |
39,261
-792
| -2% | -$136K | 1.8% | 11 |
|
2023
Q2 | $7.77M | Sell |
40,053
-10,710
| -21% | -$2.08M | 1.99% | 9 |
|
2023
Q1 | $8.37M | Sell |
50,763
-1,111
| -2% | -$183K | 2.14% | 9 |
|
2022
Q4 | $6.74M | Sell |
51,874
-708
| -1% | -$92K | 1.81% | 10 |
|
2022
Q3 | $7.27M | Sell |
52,582
-5,429
| -9% | -$750K | 2.08% | 9 |
|
2022
Q2 | $7.93M | Sell |
58,011
-3,785
| -6% | -$517K | 2.17% | 9 |
|
2022
Q1 | $10.8M | Sell |
61,796
-523
| -0.8% | -$91.3K | 2.57% | 8 |
|
2021
Q4 | $11.1M | Sell |
62,319
-2,714
| -4% | -$482K | 2.5% | 9 |
|
2021
Q3 | $9.2M | Sell |
65,033
-1,189
| -2% | -$168K | 2.24% | 9 |
|
2021
Q2 | $9.07M | Sell |
66,222
-2,630
| -4% | -$360K | 2.19% | 9 |
|
2021
Q1 | $8.41M | Sell |
68,852
-1,032
| -1% | -$126K | 2.15% | 9 |
|
2020
Q4 | $9.27M | Sell |
69,884
-599
| -0.8% | -$79.5K | 2.5% | 8 |
|
2020
Q3 | $8.16M | Sell |
70,483
-293
| -0.4% | -$33.9K | 2.4% | 9 |
|
2020
Q2 | $6.46M | Sell |
70,776
-8,696
| -11% | -$793K | 2.02% | 9 |
|
2020
Q1 | $5.05M | Sell |
79,472
-4,480
| -5% | -$285K | 1.84% | 10 |
|
2019
Q4 | $6.16M | Buy |
+83,952
| New | +$6.16M | 1.88% | 10 |
|
2019
Q3 | – | Sell |
-84,888
| Closed | -$4.2M | – | 132 |
|
2019
Q2 | $4.2M | Sell |
84,888
-1,740
| -2% | -$86.1K | 1.39% | 14 |
|
2019
Q1 | $4.11M | Sell |
86,628
-1,808
| -2% | -$85.9K | 1.4% | 14 |
|
2018
Q4 | $3.49M | Buy |
88,436
+6,832
| +8% | +$269K | 1.3% | 14 |
|
2018
Q3 | $4.61M | Sell |
81,604
-12,420
| -13% | -$701K | 1.56% | 12 |
|
2018
Q2 | $4.35M | Sell |
94,024
-748
| -0.8% | -$34.6K | 1.54% | 13 |
|
2018
Q1 | $3.98M | Buy |
94,772
+3,076
| +3% | +$129K | 1.43% | 13 |
|
2017
Q4 | $3.88M | Buy |
91,696
+708
| +0.8% | +$30K | 1.4% | 13 |
|
2017
Q3 | $3.51M | Sell |
90,988
-1,048
| -1% | -$40.4K | 1.35% | 13 |
|
2017
Q2 | $3.31M | Buy |
92,036
+3,760
| +4% | +$135K | 1.34% | 14 |
|
2017
Q1 | $3.17M | Sell |
88,276
-620
| -0.7% | -$22.3K | 1.31% | 15 |
|
2016
Q4 | $2.57M | Sell |
88,896
-204
| -0.2% | -$5.91K | 1.14% | 17 |
|
2016
Q3 | $2.52M | Sell |
89,100
-316
| -0.4% | -$8.93K | 1.11% | 17 |
|
2016
Q2 | $2.14M | Sell |
89,416
-664
| -0.7% | -$15.9K | 0.98% | 21 |
|
2016
Q1 | $2.45M | Sell |
90,080
-1,832
| -2% | -$49.9K | 1.14% | 18 |
|
2015
Q4 | $2.42M | Buy |
91,912
+6,900
| +8% | +$182K | 1.37% | 16 |
|
2015
Q3 | $2.34M | Buy |
85,012
+5,360
| +7% | +$148K | 1.38% | 15 |
|
2015
Q2 | $2.5M | Buy |
79,652
+1,200
| +2% | +$37.6K | 1.41% | 14 |
|
2015
Q1 | $2.44M | Buy |
78,452
+120
| +0.2% | +$3.73K | 1.42% | 16 |
|
2014
Q4 | $2.16M | Buy |
+78,332
| New | +$2.16M | 1.32% | 17 |
|