Charter Research & Investment Group’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 | $13.9M | Sell |
|
|||||
|
2025
Q1 | $15.4M | Sell |
|
|||||
|
2024
Q4 | $17.5M | Sell |
|
|||||
|
2024
Q3 | $16.9M | Sell |
|
|||||
|
2024
Q2 | $15.6M | Sell |
|
|||||
|
2024
Q1 | $12.9M | Sell |
|
|||||
|
2023
Q4 | $14.7M | Sell |
|
|||||
|
2023
Q3 | $13.3M | Sell |
|
|||||
|
2023
Q2 | $15.9M | Sell |
|
|||||
|
2023
Q1 | $13.8M | Buy |
|
|||||
|
2022
Q4 | $10.7M | Sell |
|
|||||
|
2022
Q3 | $11.4M | Sell |
|
|||||
|
2022
Q2 | $11.4M | Sell |
|
|||||
|
2022
Q1 | $14.6M | Sell |
|
|||||
|
2021
Q4 | $14.9M | Buy |
|
|||||
|
2021
Q3 | $11.8M | Sell |
|
|||||
|
2021
Q2 | $11.6M | Sell |
|
|||||
|
2021
Q1 | $10.8M | Sell |
|
|||||
|
2020
Q4 | $11.8M | Sell |
|
|||||
|
2020
Q3 | $10.4M | Sell |
|
|||||
|
2020
Q2 | $8.34M | Sell |
|
|||||
|
2020
Q1 | $5.86M | Sell |
|
|||||
|
2019
Q4 | $6.88M | Buy |
|
|||||
|
2019
Q3 | $5.2M | Sell |
|
|||||
|
2019
Q2 | $4.68M | Sell |
|
|||||
|
2019
Q1 | $4.63M | Buy |
|
|||||
|
2018
Q4 | $3.81M | Sell |
|
|||||
|
2018
Q3 | $5.51M | Sell |
|
|||||
|
2018
Q2 | $4.58M | Sell |
|
|||||
|
2018
Q1 | $4.16M | Sell |
|
|||||
|
2017
Q4 | $4.38M | Buy |
|
|||||
|
2016
Q3 | $3.69M | Buy |
|
|||||
|
2016
Q2 | $3.07M | Buy |
|
|||||
|
2016
Q1 | $3.46M | Sell |
|
|||||
|
2015
Q4 | $3.43M | Buy |
|
|||||
|
2015
Q3 | $3.59M | Sell |
|
|||||
|
2015
Q2 | $4.09M | Sell |
|
|||||
|
2015
Q1 | $4.07M | Sell |
|
|||||
|
2014
Q4 | $3.65M | Buy |
|