CIR
Clear Investment Research’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Sell |
14,583
-242
| -2% | -$49.7K | 3.77% | 5 |
|
|
2025
Q1 | $3.29M | Sell |
14,825
-83
| -0.6% | -$18.4K | 4.4% | 5 |
|
|
2024
Q4 | $3.73M | Sell |
14,908
-94
| -0.6% | -$23.5K | 4.81% | 4 |
|
|
2024
Q3 | $3.5M | Buy |
15,002
+100
| +0.7% | +$23.3K | 4.55% | 5 |
|
|
2024
Q2 | $3.14M | Buy |
14,902
+125
| +0.8% | +$26.3K | 4.09% | 7 |
|
|
2024
Q1 | $2.53M | Buy |
14,777
+205
| +1% | +$35.2K | 3.41% | 9 |
|
|
2023
Q4 | $2.81M | Buy |
14,572
+312
| +2% | +$60.1K | 3.95% | 7 |
|
|
2023
Q3 | $2.44M | Buy |
14,260
+130
| +0.9% | +$22.3K | 4.23% | 7 |
|
|
2023
Q2 | $2.74M | Buy |
14,130
+387
| +3% | +$75.1K | 4.6% | 7 |
|
|
2023
Q1 | $2.27M | Buy |
13,743
+159
| +1% | +$26.2K | 3.97% | 7 |
|
|
2022
Q4 | $1.77M | Sell |
13,584
-299
| -2% | -$38.9K | 3.42% | 9 |
|
|
2022
Q3 | $1.92M | Buy |
13,883
+1,154
| +9% | +$160K | 4.04% | 7 |
|
|
2022
Q2 | $1.74M | Buy |
12,729
+7
| +0.1% | +$957 | 3.85% | 8 |
|
|
2022
Q1 | $2.22M | Buy |
12,722
+4
| +0% | +$699 | 4.35% | 5 |
|
|
2021
Q4 | $2.26M | Buy |
12,718
+4
| +0% | +$710 | 3.46% | 10 |
|
|
2021
Q3 | $1.8M | Sell |
12,714
-14
| -0.1% | -$1.98K | 2.91% | 10 |
|
|
2021
Q2 | $1.74M | Buy |
12,728
+8,427
| +196% | +$1.15M | 2.91% | 10 |
|
|
2021
Q1 | $525K | Sell |
4,301
-639
| -13% | -$78K | 0.95% | 19 |
|
|
2020
Q4 | $656K | Buy |
4,940
+122
| +3% | +$16.2K | 1.19% | 17 |
|
|
2020
Q3 | $558K | Buy |
4,818
+3,804
| +375% | +$441K | 1.13% | 17 |
|
|
2020
Q2 | $370K | Buy |
1,014
+1
| +0.1% | +$365 | 0.79% | 25 |
|
|
2020
Q1 | $298K | Hold |
1,013
| – | – | 0.72% | 25 |
|
|
2019
Q4 | $298K | Buy |
1,013
+289
| +40% | +$85K | 0.62% | 28 |
|
|
2019
Q3 | $162K | Hold |
724
| – | – | 0.35% | 42 |
|
|
2019
Q2 | $143K | Buy |
724
+3
| +0.4% | +$593 | 0.23% | 45 |
|
|
2019
Q1 | $137K | Buy |
721
+100
| +16% | +$19K | 0.21% | 44 |
|
|
2018
Q4 | $98K | Hold |
621
| – | – | 0.16% | 48 |
|
|
2018
Q3 | $140K | Sell |
621
-108
| -15% | -$24.3K | 0.2% | 45 |
|
|
2018
Q2 | $122K | Hold |
729
| – | – | 0.08% | 39 |
|
|
2018
Q1 | $122K | Buy |
+729
| New | +$122K | 0.08% | 39 |
|