Carroll Investors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.4M | Sell |
80,125
-4,972
| -6% | -$1.02M | 8.7% | 4 |
|
2025
Q1 | $18.9M | Sell |
85,097
-1,765
| -2% | -$391K | 12.57% | 2 |
|
2024
Q4 | $21.8M | Sell |
86,862
-761
| -0.9% | -$191K | 12.27% | 2 |
|
2024
Q3 | $20.4M | Buy |
87,623
+1,354
| +2% | +$315K | 13.36% | 1 |
|
2024
Q2 | $18.2M | Buy |
86,269
+266
| +0.3% | +$56.1K | 12.75% | 2 |
|
2024
Q1 | $14.8M | Sell |
86,003
-1,572
| -2% | -$270K | 11.11% | 2 |
|
2023
Q4 | $16.9M | Sell |
87,575
-9,202
| -10% | -$1.77M | 13.99% | 1 |
|
2023
Q3 | $16.6M | Sell |
96,777
-329
| -0.3% | -$56.3K | 14.69% | 2 |
|
2023
Q2 | $18.8M | Sell |
97,106
-625
| -0.6% | -$121K | 14.1% | 1 |
|
2023
Q1 | $16.1M | Sell |
97,731
-1,105
| -1% | -$182K | 13.14% | 1 |
|
2022
Q4 | $12.8M | Sell |
98,836
-8,279
| -8% | -$1.08M | 13.61% | 1 |
|
2022
Q3 | $14.8M | Buy |
107,115
+5,379
| +5% | +$745K | 11.95% | 2 |
|
2022
Q2 | $13.9M | Sell |
101,736
-10,615
| -9% | -$1.45M | 12.64% | 2 |
|
2022
Q1 | $19.5M | Sell |
112,351
-767
| -0.7% | -$133K | 12.49% | 2 |
|
2021
Q4 | $20M | Buy |
+113,118
| New | +$20M | 11.35% | 2 |
|