CIA
Choate Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129M | Buy |
627,653
+33,367
| +6% | +$6.85M | 2.79% | 6 |
|
|
2025
Q1 | $132M | Sell |
594,286
-2,278
| -0.4% | -$506K | 3.28% | 3 |
|
|
2024
Q4 | $149M | Buy |
596,564
+30,490
| +5% | +$7.63M | 3.59% | 2 |
|
|
2024
Q3 | $132M | Buy |
566,074
+7,029
| +1% | +$1.64M | 3.36% | 3 |
|
|
2024
Q2 | $118M | Sell |
559,045
-29,178
| -5% | -$6.15M | 3.09% | 6 |
|
|
2024
Q1 | $101M | Sell |
588,223
-9,546
| -2% | -$1.64M | 2.72% | 6 |
|
|
2023
Q4 | $115M | Buy |
597,769
+179,652
| +43% | +$34.6M | 3.56% | 5 |
|
|
2023
Q3 | $71.6M | Buy |
418,117
+45,390
| +12% | +$7.77M | 2.81% | 6 |
|
|
2023
Q2 | $72.3M | Buy |
372,727
+32,977
| +10% | +$6.4M | 3.02% | 6 |
|
|
2023
Q1 | $56M | Buy |
339,750
+2,185
| +0.6% | +$360K | 2.7% | 7 |
|
|
2022
Q4 | $43.9M | Buy |
337,565
+1,688
| +0.5% | +$219K | 2.65% | 6 |
|
|
2022
Q3 | $46.4M | Buy |
335,877
+3,105
| +0.9% | +$429K | 3.06% | 6 |
|
|
2022
Q2 | $45.5M | Sell |
332,772
-3,766
| -1% | -$515K | 2.76% | 5 |
|
|
2022
Q1 | $58.8M | Buy |
336,538
+8,469
| +3% | +$1.48M | 3.12% | 6 |
|
|
2021
Q4 | $58.3M | Buy |
328,069
+5,018
| +2% | +$891K | 3.4% | 6 |
|
|
2021
Q3 | $45.7M | Sell |
323,051
-22,797
| -7% | -$3.23M | 2.92% | 6 |
|
|
2021
Q2 | $47.4M | Sell |
345,848
-31,595
| -8% | -$4.33M | 2.87% | 5 |
|
|
2021
Q1 | $46.1M | Buy |
377,443
+5,886
| +2% | +$719K | 2.85% | 6 |
|
|
2020
Q4 | $49.3M | Sell |
371,557
-7,483
| -2% | -$993K | 2.99% | 6 |
|
|
2020
Q3 | $43.9M | Buy |
379,040
+285,190
| +304% | +$33M | 2.84% | 6 |
|
|
2020
Q2 | $34.2M | Sell |
93,850
-1,127
| -1% | -$411K | 2.48% | 6 |
|
|
2020
Q1 | $24.2M | Sell |
94,977
-5,173
| -5% | -$1.32M | 1.93% | 7 |
|
|
2019
Q4 | $29.4M | Sell |
100,150
-6,820
| -6% | -$2M | 1.79% | 11 |
|
|
2019
Q3 | $24M | Sell |
106,970
-3,316
| -3% | -$743K | 1.48% | 14 |
|
|
2019
Q2 | $21.8M | Buy |
110,286
+1,626
| +1% | +$322K | 1.31% | 15 |
|
|
2019
Q1 | $20.6M | Buy |
108,660
+20,774
| +24% | +$3.95M | 1.22% | 13 |
|
|
2018
Q4 | $13.9M | Sell |
87,886
-5,978
| -6% | -$943K | 0.89% | 17 |
|
|
2018
Q3 | $21.2M | Sell |
93,864
-2,014
| -2% | -$455K | 1.17% | 11 |
|
|
2018
Q2 | $17.7M | Sell |
95,878
-1,432
| -1% | -$265K | 1.03% | 16 |
|
|
2018
Q1 | $16.3M | Sell |
97,310
-627
| -0.6% | -$105K | 0.87% | 19 |
|
|
2017
Q4 | $16.6M | Sell |
97,937
-1,968
| -2% | -$333K | 0.85% | 19 |
|
|
2017
Q3 | $15.4M | Sell |
99,905
-821
| -0.8% | -$127K | 0.83% | 18 |
|
|
2017
Q2 | $14.5M | Sell |
100,726
-2,464
| -2% | -$355K | 0.82% | 19 |
|
|
2017
Q1 | $14.8M | Buy |
103,190
+408
| +0.4% | +$58.6K | 0.87% | 19 |
|
|
2016
Q4 | $11.9M | Sell |
102,782
-1,122
| -1% | -$130K | 0.75% | 19 |
|
|
2016
Q3 | $11.7M | Buy |
103,904
+4,350
| +4% | +$492K | 0.77% | 19 |
|
|
2016
Q2 | $9.52M | Sell |
99,554
-4,494
| -4% | -$430K | 0.66% | 22 |
|
|
2016
Q1 | $11.3M | Buy |
104,048
+20,958
| +25% | +$2.28M | 0.78% | 17 |
|
|
2015
Q4 | $9.17M | Sell |
83,090
-3,733
| -4% | -$412K | 0.67% | 21 |
|
|
2015
Q3 | $9.58M | Buy |
86,823
+2,552
| +3% | +$281K | 0.65% | 18 |
|
|
2015
Q2 | $10.6M | Sell |
84,271
-491
| -0.6% | -$61.6K | 0.61% | 20 |
|
|
2015
Q1 | $10.5M | Buy |
84,762
+972
| +1% | +$121K | 0.6% | 22 |
|
|
2014
Q4 | $9.25M | Sell |
83,790
-7,923
| -9% | -$875K | 0.54% | 21 |
|
|
2014
Q3 | $9.24M | Sell |
91,713
-3,125
| -3% | -$315K | 0.56% | 20 |
|
|
2014
Q2 | $8.82M | Buy |
94,838
+81,105
| +591% | +$7.55M | 0.52% | 24 |
|
|
2014
Q1 | $7.37M | Sell |
13,733
-226
| -2% | -$121K | 0.46% | 27 |
|
|
2013
Q4 | $7.83M | Sell |
13,959
-1,006
| -7% | -$564K | 0.51% | 27 |
|
|
2013
Q3 | $7.13M | Sell |
14,965
-139
| -0.9% | -$66.3K | 0.53% | 26 |
|
|
2013
Q2 | $5.99M | Buy |
+15,104
| New | +$5.99M | 0.48% | 30 |
|