Capital Advisors Inc’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148M | Buy |
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|
2025
Q1 | $160M | Buy |
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|
2024
Q4 | $178M | Buy |
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|
2024
Q3 | $163M | Buy |
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|
2024
Q2 | $144M | Buy |
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|
2024
Q1 | $114M | Sell |
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|
2023
Q4 | $128M | Sell |
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|
2023
Q3 | $115M | Buy |
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|
2023
Q2 | $128M | Buy |
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|
2023
Q1 | $103M | Buy |
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|
2022
Q4 | $79.4M | Buy |
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|
2022
Q3 | $76.5M | Buy |
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|
2022
Q2 | $75M | Sell |
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|
2022
Q1 | $103M | Sell |
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|
2021
Q4 | $110M | Buy |
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|
2021
Q3 | $86.3M | Buy |
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|
2021
Q2 | $82.2M | Sell |
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|
2021
Q1 | $73.3M | Buy |
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|
2020
Q4 | $77.5M | Sell |
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|
2020
Q3 | $68.7M | Sell |
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|
2020
Q2 | $68.5M | Sell |
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|
2020
Q1 | $38.6M | Buy |
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|
2019
Q4 | $43M | Sell |
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|
2019
Q3 | $30.5M | Hold |
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|
2019
Q2 | $30.5M | Buy |
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|
2019
Q1 | $14.9M | Sell |
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|
2018
Q4 | $21.6M | Buy |
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|
2018
Q3 | $29.7M | Buy |
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|
2018
Q2 | $23.2M | Sell |
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|
2018
Q1 | $23.9M | Sell |
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|
2017
Q4 | $30M | Sell |
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|
2017
Q3 | $27.6M | Sell |
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|
2017
Q2 | $28.9M | Buy |
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|
2017
Q1 | $26.1M | Buy |
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|
2016
Q4 | $20.3M | Sell |
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|
2016
Q3 | $21M | Sell |
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|
2016
Q2 | $17.9M | Buy |
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|
2016
Q1 | $20M | Buy |
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|
2015
Q4 | $18.9M | Buy |
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|
2015
Q3 | $19.5M | Buy |
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|
2015
Q2 | $16.4M | Buy |
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|
2015
Q1 | $15M | Buy |
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|
2014
Q4 | $12.5M | Buy |
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|
2014
Q3 | $11M | Sell |
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|
2014
Q2 | $13.6M | Sell |
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|
2014
Q1 | $14.6M | Sell |
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|
2013
Q4 | $16.4M | Sell |
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|
2013
Q3 | $14.2M | Sell |
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|
2013
Q2 | $11.9M | Buy |
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