Cambridge Investment Research Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885M | Sell |
4,312,995
-25,726
| -0.6% | -$5.28M | 2.69% | 2 |
|
|
2025
Q1 | $964M | Sell |
4,338,721
-36,753
| -0.8% | -$8.16M | 3.25% | 1 |
|
|
2024
Q4 | $1.1B | Sell |
4,375,474
-139,436
| -3% | -$34.9M | 3.66% | 1 |
|
|
2024
Q3 | $1.05B | Buy |
4,514,910
+62,295
| +1% | +$14.5M | 3.58% | 1 |
|
|
2024
Q2 | $938M | Sell |
4,452,615
-88,065
| -2% | -$18.5M | 3.47% | 1 |
|
|
2024
Q1 | $779M | Sell |
4,540,680
-137,744
| -3% | -$23.6M | 3% | 2 |
|
|
2023
Q4 | $901M | Sell |
4,678,424
-120,128
| -3% | -$23.1M | 3.84% | 1 |
|
|
2023
Q3 | $822M | Sell |
4,798,552
-91,895
| -2% | -$15.7M | 3.84% | 1 |
|
|
2023
Q2 | $949M | Sell |
4,890,447
-25,827
| -0.5% | -$5.01M | 4.32% | 1 |
|
|
2023
Q1 | $811M | Sell |
4,916,274
-104,797
| -2% | -$17.3M | 3.98% | 1 |
|
|
2022
Q4 | $652M | Sell |
5,021,071
-148,638
| -3% | -$19.3M | 3.38% | 1 |
|
|
2022
Q3 | $714M | Buy |
5,169,709
+10,207
| +0.2% | +$1.41M | 4.03% | 1 |
|
|
2022
Q2 | $705M | Buy |
5,159,502
+46,602
| +0.9% | +$6.37M | 3.8% | 1 |
|
|
2022
Q1 | $893M | Buy |
5,112,900
+16,889
| +0.3% | +$2.95M | 4.1% | 1 |
|
|
2021
Q4 | $905M | Buy |
5,096,011
+3,081
| +0.1% | +$547K | 4.05% | 1 |
|
|
2021
Q3 | $721M | Sell |
5,092,930
-166,326
| -3% | -$23.5M | 3.56% | 2 |
|
|
2021
Q2 | $720M | Buy |
5,259,256
+56,713
| +1% | +$7.77M | 3.44% | 2 |
|
|
2021
Q1 | $635M | Buy |
5,202,543
+61,648
| +1% | +$7.53M | 3.45% | 2 |
|
|
2020
Q4 | $682M | Sell |
5,140,895
-89,186
| -2% | -$11.8M | 3.99% | 1 |
|
|
2020
Q3 | $606M | Buy |
5,230,081
+4,004,879
| +327% | +$464M | 4.09% | 1 |
|
|
2020
Q2 | $447M | Buy |
1,225,202
+26,584
| +2% | +$9.7M | 3.36% | 2 |
|
|
2020
Q1 | $305M | Sell |
1,198,618
-14,882
| -1% | -$3.78M | 2.93% | 2 |
|
|
2019
Q4 | $356M | Buy |
1,213,500
+34,740
| +3% | +$10.2M | 2.75% | 2 |
|
|
2019
Q3 | $264M | Buy |
1,178,760
+2,286
| +0.2% | +$512K | 2.32% | 3 |
|
|
2019
Q2 | $233M | Sell |
1,176,474
-15,078
| -1% | -$2.98M | 2.14% | 3 |
|
|
2019
Q1 | $226M | Buy |
1,191,552
+26,222
| +2% | +$4.98M | 2.16% | 3 |
|
|
2018
Q4 | $184M | Buy |
1,165,330
+55,833
| +5% | +$8.81M | 2.03% | 3 |
|
|
2018
Q3 | $250M | Buy |
1,109,497
+87,825
| +9% | +$19.8M | 2.39% | 3 |
|
|
2018
Q2 | $189M | Buy |
1,021,672
+4,790
| +0.5% | +$887K | 2% | 3 |
|
|
2018
Q1 | $171M | Buy |
1,016,882
+74,596
| +8% | +$12.5M | 1.92% | 3 |
|
|
2017
Q4 | $159M | Buy |
942,286
+13,995
| +2% | +$2.37M | 1.88% | 4 |
|
|
2017
Q3 | $143M | Buy |
928,291
+39,391
| +4% | +$6.07M | 1.92% | 4 |
|
|
2017
Q2 | $128M | Buy |
+888,900
| New | +$128M | 1.88% | 4 |
|
|
2016
Q4 | – | Sell |
-853,619
| Closed | -$96.5M | – | 1667 |
|
|
2016
Q3 | $96.5M | Buy |
+853,619
| New | +$96.5M | 1.79% | 4 |
|
|
2016
Q2 | – | Sell |
-811,974
| Closed | -$88.5M | – | 1559 |
|
|
2016
Q1 | $88.5M | Buy |
811,974
+52,673
| +7% | +$5.74M | 2% | 4 |
|
|
2015
Q4 | $79.9M | Buy |
+759,301
| New | +$79.9M | 1.89% | 4 |
|
|
2015
Q3 | – | Sell |
-689,985
| Closed | -$86.5M | – | 1437 |
|
|
2015
Q2 | $86.5M | Buy |
689,985
+47,128
| +7% | +$5.91M | 2.39% | 3 |
|
|
2015
Q1 | $80M | Buy |
642,857
+59,176
| +10% | +$7.36M | 2.28% | 3 |
|
|
2014
Q4 | $64.4M | Buy |
583,681
+11,901
| +2% | +$1.31M | 2% | 4 |
|
|
2014
Q3 | $57.6M | Buy |
571,780
+53,129
| +10% | +$5.35M | 1.7% | 3 |
|
|
2014
Q2 | $48.2M | Buy |
518,651
+445,536
| +609% | +$41.4M | 1.68% | 4 |
|
|
2014
Q1 | $39.2M | Buy |
73,115
+6,021
| +9% | +$3.23M | 1.48% | 6 |
|
|
2013
Q4 | $37.6M | Buy |
67,094
+4,082
| +6% | +$2.29M | 1.54% | 6 |
|
|
2013
Q3 | $30M | Buy |
63,012
+1,874
| +3% | +$893K | 1.32% | 8 |
|
|
2013
Q2 | $24.2M | Buy |
+61,138
| New | +$24.2M | 1.23% | 10 |
|