CIA
Capital Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.6M | Buy |
461,210
+7,665
| +2% | +$1.57M | 1.7% | 6 |
|
|
2025
Q1 | $101M | Buy |
453,545
+8,728
| +2% | +$1.94M | 1.97% | 6 |
|
|
2024
Q4 | $111M | Buy |
444,817
+5,833
| +1% | +$1.46M | 2.27% | 5 |
|
|
2024
Q3 | $102M | Buy |
438,984
+17,121
| +4% | +$3.99M | 2.11% | 5 |
|
|
2024
Q2 | $88.9M | Buy |
421,863
+22,630
| +6% | +$4.77M | 2.01% | 5 |
|
|
2024
Q1 | $68.5M | Sell |
399,233
-271
| -0.1% | -$46.5K | 1.6% | 10 |
|
|
2023
Q4 | $76.9M | Buy |
399,504
+3,322
| +0.8% | +$640K | 1.93% | 10 |
|
|
2023
Q3 | $67.8M | Buy |
396,182
+8,803
| +2% | +$1.51M | 1.88% | 11 |
|
|
2023
Q2 | $75.1M | Sell |
387,379
-49,856
| -11% | -$9.67M | 2.29% | 7 |
|
|
2023
Q1 | $72.1M | Buy |
437,235
+21
| +0% | +$3.46K | 2.13% | 7 |
|
|
2022
Q4 | $56.8M | Buy |
437,214
+19,810
| +5% | +$2.57M | 1.72% | 10 |
|
|
2022
Q3 | $57.7M | Buy |
417,404
+5,438
| +1% | +$752K | 1.98% | 9 |
|
|
2022
Q2 | $56.3M | Buy |
411,966
+8,198
| +2% | +$1.12M | 1.87% | 10 |
|
|
2022
Q1 | $70.5M | Buy |
403,768
+9,609
| +2% | +$1.68M | 2.15% | 9 |
|
|
2021
Q4 | $70M | Buy |
394,159
+2,467
| +0.6% | +$438K | 2.14% | 9 |
|
|
2021
Q3 | $55.4M | Buy |
391,692
+4,624
| +1% | +$654K | 1.86% | 12 |
|
|
2021
Q2 | $53M | Buy |
387,068
+3,180
| +0.8% | +$436K | 1.83% | 12 |
|
|
2021
Q1 | $46.9M | Sell |
383,888
-1,811
| -0.5% | -$221K | 1.77% | 12 |
|
|
2020
Q4 | $51.2M | Sell |
385,699
-4,131
| -1% | -$548K | 2.14% | 7 |
|
|
2020
Q3 | $45.1M | Buy |
389,830
+285,111
| +272% | +$33M | 2.16% | 6 |
|
|
2020
Q2 | $38.2M | Buy |
104,719
+2,529
| +2% | +$923K | 1.98% | 6 |
|
|
2020
Q1 | $26M | Buy |
102,190
+15,022
| +17% | +$3.82M | 1.66% | 11 |
|
|
2019
Q4 | $25.6M | Sell |
87,168
-1,223
| -1% | -$359K | 1.24% | 20 |
|
|
2019
Q3 | $19.8M | Sell |
88,391
-1,621
| -2% | -$363K | 1.04% | 22 |
|
|
2019
Q2 | $17.8M | Buy |
90,012
+1,890
| +2% | +$374K | 0.98% | 25 |
|
|
2019
Q1 | $16.7M | Sell |
88,122
-1,391
| -2% | -$264K | 0.98% | 25 |
|
|
2018
Q4 | $14.1M | Buy |
89,513
+5,140
| +6% | +$811K | 0.94% | 27 |
|
|
2018
Q3 | $19M | Sell |
84,373
-3,975
| -4% | -$897K | 1.12% | 22 |
|
|
2018
Q2 | $16.4M | Buy |
88,348
+1,686
| +2% | +$312K | 1.02% | 21 |
|
|
2018
Q1 | $14.5M | Buy |
86,662
+5,698
| +7% | +$956K | 0.95% | 25 |
|
|
2017
Q4 | $13.7M | Buy |
80,964
+773
| +1% | +$131K | 0.89% | 25 |
|
|
2017
Q3 | $12.4M | Sell |
80,191
-747
| -0.9% | -$115K | 0.85% | 26 |
|
|
2017
Q2 | $11.7M | Buy |
80,938
+975
| +1% | +$140K | 0.84% | 26 |
|
|
2017
Q1 | $11.5M | Buy |
79,963
+13,354
| +20% | +$1.92M | 0.87% | 26 |
|
|
2016
Q4 | $7.72M | Buy |
66,609
+3,308
| +5% | +$383K | 0.65% | 35 |
|
|
2016
Q3 | $7.16M | Buy |
63,301
+3,214
| +5% | +$363K | 0.63% | 37 |
|
|
2016
Q2 | $5.74M | Buy |
60,087
+1,477
| +3% | +$141K | 0.54% | 45 |
|
|
2016
Q1 | $6.39M | Buy |
58,610
+8,530
| +17% | +$930K | 0.63% | 41 |
|
|
2015
Q4 | $5.27M | Buy |
50,080
+1,575
| +3% | +$166K | 0.54% | 45 |
|
|
2015
Q3 | $5.35M | Buy |
48,505
+2,161
| +5% | +$238K | 0.6% | 40 |
|
|
2015
Q2 | $5.81M | Buy |
46,344
+1,135
| +3% | +$142K | 0.63% | 40 |
|
|
2015
Q1 | $5.63M | Buy |
45,209
+1,416
| +3% | +$176K | 0.6% | 42 |
|
|
2014
Q4 | $4.83M | Buy |
43,793
+568
| +1% | +$62.7K | 0.53% | 48 |
|
|
2014
Q3 | $4.36M | Sell |
43,225
-298
| -0.7% | -$30K | 0.5% | 56 |
|
|
2014
Q2 | $4.05M | Buy |
43,523
+37,205
| +589% | +$3.46M | 0.46% | 60 |
|
|
2014
Q1 | $3.39M | Sell |
6,318
-27,298
| -81% | -$14.7M | 0.43% | 68 |
|
|
2013
Q4 | $4.01M | Buy |
+33,616
| New | +$4.01M | 0.53% | 58 |
|