Citadel Investment Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Hold |
1,600
| – | – | 0.16% | 64 |
|
|
2025
Q1 | $355K | Hold |
1,600
| – | – | 0.17% | 62 |
|
|
2024
Q4 | $401K | Hold |
1,600
| – | – | 0.21% | 59 |
|
|
2024
Q3 | $373K | Hold |
1,600
| – | – | 0.2% | 62 |
|
|
2024
Q2 | $337K | Hold |
1,600
| – | – | 0.19% | 63 |
|
|
2024
Q1 | $274K | Hold |
1,600
| – | – | 0.15% | 71 |
|
|
2023
Q4 | $308K | Hold |
1,600
| – | – | 0.19% | 70 |
|
|
2023
Q3 | $274K | Hold |
1,600
| – | – | 0.18% | 69 |
|
|
2023
Q2 | $310K | Hold |
1,600
| – | – | 0.2% | 69 |
|
|
2023
Q1 | $264K | Hold |
1,600
| – | – | 0.18% | 71 |
|
|
2022
Q4 | $208K | Hold |
1,600
| – | – | 0.14% | 75 |
|
|
2022
Q3 | $221K | Hold |
1,600
| – | – | 0.17% | 72 |
|
|
2022
Q2 | $219K | Hold |
1,600
| – | – | 0.15% | 77 |
|
|
2022
Q1 | $280K | Hold |
1,600
| – | – | 0.16% | 74 |
|
|
2021
Q4 | $284K | Hold |
1,600
| – | – | 0.17% | 70 |
|
|
2021
Q3 | $226K | Hold |
1,600
| – | – | 0.14% | 71 |
|
|
2021
Q2 | $219K | Hold |
1,600
| – | – | 0.14% | 72 |
|
|
2021
Q1 | $195K | Hold |
1,600
| – | – | 0.13% | 74 |
|
|
2020
Q4 | $212K | Buy |
+1,600
| New | +$212K | 0.15% | 71 |
|