Collective Family Office’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
12,606
-1,010
| -7% | -$207K | 0.66% | 39 |
|
|
2025
Q1 | $3.02M | Sell |
13,616
-1,689
| -11% | -$375K | 0.82% | 32 |
|
|
2024
Q4 | $3.83M | Sell |
15,305
-87
| -0.6% | -$21.8K | 1.05% | 27 |
|
|
2024
Q3 | $3.59M | Sell |
15,392
-995
| -6% | -$232K | 0.97% | 29 |
|
|
2024
Q2 | $3.45M | Buy |
16,387
+1,700
| +12% | +$358K | 1.02% | 28 |
|
|
2024
Q1 | $2.52M | Sell |
14,687
-725
| -5% | -$124K | 0.82% | 31 |
|
|
2023
Q4 | $2.97M | Sell |
15,412
-655
| -4% | -$126K | 1.04% | 28 |
|
|
2023
Q3 | $2.75M | Sell |
16,067
-113
| -0.7% | -$19.3K | 1.07% | 28 |
|
|
2023
Q2 | $3.14M | Buy |
16,180
+101
| +0.6% | +$19.6K | 1.23% | 26 |
|
|
2023
Q1 | $2.65M | Buy |
16,079
+662
| +4% | +$109K | 1.09% | 26 |
|
|
2022
Q4 | $2M | Sell |
15,417
-835
| -5% | -$108K | 0.9% | 30 |
|
|
2022
Q3 | $2.25M | Sell |
16,252
-3,272
| -17% | -$452K | 1.12% | 29 |
|
|
2022
Q2 | $2.67M | Sell |
19,524
-908
| -4% | -$124K | 1.16% | 21 |
|
|
2022
Q1 | $3.57M | Sell |
20,432
-1,068
| -5% | -$187K | 1.36% | 17 |
|
|
2021
Q4 | $3.82M | Buy |
21,500
+1,749
| +9% | +$311K | 1.5% | 16 |
|
|
2021
Q3 | $2.8M | Sell |
19,751
-894
| -4% | -$127K | 1.2% | 21 |
|
|
2021
Q2 | $2.83M | Buy |
20,645
+481
| +2% | +$65.9K | 1.21% | 24 |
|
|
2021
Q1 | $2.46M | Buy |
20,164
+1,827
| +10% | +$223K | 1.2% | 26 |
|
|
2020
Q4 | $2.43M | Buy |
+18,337
| New | +$2.43M | 1.35% | 17 |
|