CA
Claris Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
7,165
-3,435
| -32% | -$705K | 0.51% | 26 |
|
|
2025
Q1 | $2.35M | Sell |
10,600
-1,945
| -16% | -$432K | 0.88% | 20 |
|
|
2024
Q4 | $3.14M | Buy |
12,545
+3,948
| +46% | +$989K | 1.18% | 15 |
|
|
2024
Q3 | $2M | Buy |
8,597
+218
| +3% | +$50.8K | 0.87% | 17 |
|
|
2024
Q2 | $1.76M | Buy |
8,379
+127
| +2% | +$26.7K | 0.91% | 17 |
|
|
2024
Q1 | $1.42M | Buy |
8,252
+7
| +0.1% | +$1.2K | 0.71% | 19 |
|
|
2023
Q4 | $1.59M | Sell |
8,245
-8
| -0.1% | -$1.54K | 0.88% | 17 |
|
|
2023
Q3 | $1.41M | Sell |
8,253
-8
| -0.1% | -$1.37K | 0.9% | 16 |
|
|
2023
Q2 | $1.6M | Sell |
8,261
-179
| -2% | -$34.7K | 1.11% | 13 |
|
|
2023
Q1 | $1.39M | Sell |
8,440
-4,050
| -32% | -$668K | 1.03% | 14 |
|
|
2022
Q4 | $1.62M | Sell |
12,490
-61
| -0.5% | -$7.93K | 1.54% | 11 |
|
|
2022
Q3 | $1.74M | Sell |
12,551
-23
| -0.2% | -$3.18K | 1.99% | 9 |
|
|
2022
Q2 | $1.72M | Sell |
12,574
-46
| -0.4% | -$6.29K | 1.86% | 10 |
|
|
2022
Q1 | $2.2M | Buy |
12,620
+711
| +6% | +$124K | 2.35% | 8 |
|
|
2021
Q4 | $2.12M | Buy |
+11,909
| New | +$2.12M | 2.24% | 9 |
|