Childress Capital 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 | $11.1M | Buy |
54,332
+4,142
| +8% | +$850K | 2.81% | 8 |
|
2025
Q1 | $11.1M | Sell |
50,190
-1,912
| -4% | -$425K | 3.23% | 6 |
|
2024
Q4 | $13M | Buy |
52,102
+543
| +1% | +$136K | 3.64% | 6 |
|
2024
Q3 | $12M | Buy |
51,559
+309
| +0.6% | +$72K | 3.24% | 6 |
|
2024
Q2 | $10.8M | Buy |
51,250
+2,806
| +6% | +$591K | 3.04% | 9 |
|
2024
Q1 | $8.31M | Sell |
48,444
-4,030
| -8% | -$691K | 2.41% | 10 |
|
2023
Q4 | $10.1M | Sell |
52,474
-2,418
| -4% | -$466K | 3.01% | 9 |
|
2023
Q3 | $9.4M | Buy |
54,892
+14,247
| +35% | +$2.44M | 3.08% | 7 |
|
2023
Q2 | $7.88M | Sell |
40,645
-6,584
| -14% | -$1.28M | 3.34% | 10 |
|
2023
Q1 | $7.79M | Sell |
47,229
-4,107
| -8% | -$677K | 3.43% | 10 |
|
2022
Q4 | $6.67M | Sell |
51,336
-4,417
| -8% | -$574K | 2.21% | 9 |
|
2022
Q3 | $7.81M | Buy |
55,753
+1,862
| +3% | +$261K | 3.05% | 8 |
|
2022
Q2 | $7.37M | Buy |
53,891
+320
| +0.6% | +$43.8K | 2.92% | 9 |
|
2022
Q1 | $9.36M | Buy |
53,571
+7,473
| +16% | +$1.31M | 3.27% | 8 |
|
2021
Q4 | $8.19M | Sell |
46,098
-3,428
| -7% | -$609K | 3.38% | 8 |
|
2021
Q3 | $7.01M | Buy |
49,526
+7,316
| +17% | +$1.04M | 2.85% | 9 |
|
2021
Q2 | $5.78M | Buy |
42,210
+2,315
| +6% | +$317K | 2.63% | 10 |
|
2021
Q1 | $4.87M | Buy |
39,895
+17,164
| +76% | +$2.1M | 2.24% | 8 |
|
2020
Q4 | $3.03M | Buy |
+22,731
| New | +$3.03M | 1.77% | 9 |
|