Columbia Advisory Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
5,800
+416
| +8% | +$85.4K | 0.9% | 27 |
|
|
2025
Q1 | $1.2M | Sell |
5,384
-142
| -3% | -$31.5K | 1.04% | 25 |
|
|
2024
Q4 | $1.38M | Sell |
5,526
-263
| -5% | -$65.9K | 1.29% | 17 |
|
|
2024
Q3 | $1.35M | Buy |
5,789
+718
| +14% | +$167K | 1.28% | 16 |
|
|
2024
Q2 | $1.07M | Sell |
5,071
-249
| -5% | -$52.4K | 1.04% | 21 |
|
|
2024
Q1 | $912K | Sell |
5,320
-270
| -5% | -$46.3K | 0.92% | 18 |
|
|
2023
Q4 | $1.08M | Sell |
5,590
-815
| -13% | -$157K | 1.11% | 13 |
|
|
2023
Q3 | $1.1M | Sell |
6,405
-2,851
| -31% | -$488K | 1.2% | 12 |
|
|
2023
Q2 | $1.8M | Sell |
9,256
-1,321
| -12% | -$256K | 1.92% | 9 |
|
|
2023
Q1 | $1.74M | Sell |
10,577
-21,521
| -67% | -$3.55M | 1.65% | 13 |
|
|
2022
Q4 | $4.17M | Buy |
32,098
+7,399
| +30% | +$961K | 3.97% | 7 |
|
|
2022
Q3 | $3.41M | Sell |
24,699
-404
| -2% | -$55.8K | 4.16% | 7 |
|
|
2022
Q2 | $3.43M | Buy |
25,103
+1,057
| +4% | +$145K | 3.93% | 7 |
|
|
2022
Q1 | $4.2M | Buy |
24,046
+1,541
| +7% | +$269K | 4.21% | 7 |
|
|
2021
Q4 | $4M | Buy |
+22,505
| New | +$4M | 3.98% | 7 |
|