Cambridge Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.73M | Sell |
27,934
-8,083
| -22% | -$1.66M | 2.89% | 19 |
|
2025
Q1 | $8M | Sell |
36,017
-260
| -0.7% | -$57.8K | 3.48% | 14 |
|
2024
Q4 | $9.08M | Buy |
+36,277
| New | +$9.08M | 3.75% | 6 |
|
2024
Q2 | $8.74M | Buy |
41,517
+5,180
| +14% | +$1.09M | 3.93% | 3 |
|
2024
Q1 | $6.23M | Sell |
36,337
-165
| -0.5% | -$28.3K | 2.76% | 26 |
|
2023
Q4 | $7.03M | Sell |
36,502
-1,662
| -4% | -$320K | 3.51% | 10 |
|
2023
Q3 | $6.53M | Buy |
+38,164
| New | +$6.53M | 3.56% | 11 |
|
2022
Q4 | $5.5M | Sell |
42,339
-1,515
| -3% | -$197K | 3.07% | 19 |
|
2022
Q3 | $6.06M | Buy |
+43,854
| New | +$6.06M | 3.65% | 12 |
|
2022
Q1 | $8.48M | Sell |
48,567
-8,135
| -14% | -$1.42M | 3.8% | 8 |
|
2021
Q4 | $10.1M | Buy |
56,702
+2,435
| +4% | +$432K | 3.95% | 5 |
|
2021
Q3 | $7.68M | Sell |
54,267
-330
| -0.6% | -$46.7K | 3.38% | 13 |
|
2021
Q2 | $7.48M | Sell |
54,597
-321
| -0.6% | -$44K | 3.2% | 18 |
|
2021
Q1 | $6.71M | Buy |
54,918
+115
| +0.2% | +$14K | 2.96% | 29 |
|
2020
Q4 | $7.27M | Sell |
54,803
-3,225
| -6% | -$428K | 3.46% | 11 |
|
2020
Q3 | $6.72M | Sell |
58,028
-31,412
| -35% | -$3.64M | 3.53% | 9 |
|
2020
Q2 | $8.16M | Sell |
89,440
-1,792
| -2% | -$163K | 4.6% | 4 |
|
2020
Q1 | $5.8M | Sell |
91,232
-21,268
| -19% | -$1.35M | 3.91% | 7 |
|
2019
Q4 | $8.26M | Sell |
112,500
-16,580
| -13% | -$1.22M | 4.2% | 1 |
|
2019
Q3 | $7.23M | Sell |
129,080
-6,600
| -5% | -$370K | 3.93% | 4 |
|
2019
Q2 | $6.71M | Sell |
135,680
-600
| -0.4% | -$29.7K | 3.57% | 10 |
|
2019
Q1 | $6.47M | Buy |
136,280
+9,640
| +8% | +$458K | 3.51% | 12 |
|
2018
Q4 | $4.99M | Sell |
126,640
-27,912
| -18% | -$1.1M | 3.19% | 17 |
|
2018
Q3 | $8.72M | Hold |
154,552
| – | – | 3.95% | 5 |
|
2018
Q2 | $7.15M | Buy |
154,552
+11,956
| +8% | +$553K | 3.52% | 13 |
|
2018
Q1 | $5.98M | Sell |
142,596
-12,592
| -8% | -$528K | 3.23% | 19 |
|
2017
Q4 | $6.57M | Sell |
155,188
-660
| -0.4% | -$27.9K | 3.24% | 21 |
|
2017
Q3 | $6M | Buy |
155,848
+2,060
| +1% | +$79.4K | 3.14% | 22 |
|
2017
Q2 | $5.54M | Buy |
+153,788
| New | +$5.54M | 2.96% | 23 |
|