Cardiff Park 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 | $24.6M | Buy |
119,998
+6,230
| +5% | +$1.28M | 2.12% | 7 |
|
2025
Q1 | $25.3M | Sell |
113,768
-5,005
| -4% | -$1.11M | 2.43% | 7 |
|
2024
Q4 | $29.7M | Sell |
118,773
-2,358
| -2% | -$590K | 2.82% | 7 |
|
2024
Q3 | $28.2M | Buy |
121,131
+1,551
| +1% | +$361K | 2.53% | 7 |
|
2024
Q2 | $25.2M | Sell |
119,580
-689
| -0.6% | -$145K | 2.41% | 7 |
|
2024
Q1 | $20.6M | Sell |
120,269
-2,189
| -2% | -$375K | 1.95% | 8 |
|
2023
Q4 | $23.6M | Buy |
122,458
+3,549
| +3% | +$683K | 2.61% | 7 |
|
2023
Q3 | $20.4M | Sell |
118,909
-994
| -0.8% | -$170K | 2.57% | 7 |
|
2023
Q2 | $23.3M | Buy |
119,903
+711
| +0.6% | +$138K | 2.85% | 7 |
|
2023
Q1 | $19.7M | Buy |
119,192
+216
| +0.2% | +$35.6K | 2.58% | 7 |
|
2022
Q4 | $15.5M | Buy |
118,976
+4,442
| +4% | +$577K | 2.16% | 7 |
|
2022
Q3 | $15.8M | Sell |
114,534
-5,797
| -5% | -$801K | 2.48% | 7 |
|
2022
Q2 | $16.5M | Sell |
120,331
-521
| -0.4% | -$71.2K | 2.49% | 7 |
|
2022
Q1 | $21.1M | Buy |
120,852
+1,202
| +1% | +$210K | 2.97% | 6 |
|
2021
Q4 | $21.2M | Buy |
+119,650
| New | +$21.2M | 2.79% | 6 |
|