Citadel Investment Advisory’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$382K Sell
2025
Q2
$328K Hold
2025
Q1
$355K Hold
2024
Q4
$401K Hold
2024
Q3
$373K Hold
2024
Q2
$337K Hold
2024
Q1
$274K Hold
2023
Q4
$308K Hold
2023
Q3
$274K Hold
2023
Q2
$310K Hold
2023
Q1
$264K Hold
2022
Q4
$208K Hold
2022
Q3
$221K Hold
2022
Q2
$219K Hold
2022
Q1
$280K Hold
2021
Q4
$284K Hold
2021
Q3
$226K Hold
2021
Q2
$219K Hold
2021
Q1
$195K Hold
2020
Q4
$212K Buy