Conservest Capital Advisors’s Apple AAPL Stock Holding History

Conservest Capital Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.7M	Buy	18,058 +429	+2%	+$88K	0.37%	28
2025 Q1	$3.92M	Buy	17,629 +22	+0.1%	+$4.89K	0.41%	25
2024 Q4	$4.41M	Sell	17,607 -447	-2%	-$112K	0.46%	25
2024 Q3	$3.1M	Buy	18,054 +588	+3%	+$101K	0.32%	33
2024 Q2	$3M	Sell	17,466 -588	-3%	-$101K	0.32%	33
2024 Q1	$3.1M	Buy	18,054 +430	+2%	+$73.7K	0.32%	34
2023 Q4	$3.39M	Buy	17,624 +822	+5%	+$158K	0.36%	30
2023 Q3	$2.88M	Buy	16,802 +55	+0.3%	+$9.42K	0.35%	29
2023 Q2	$3.25M	Buy	16,747 +268	+2%	+$52K	0.38%	27
2023 Q1	$2.72M	Sell	16,479 -415	-2%	-$68.4K	0.32%	29
2022 Q4	$2.2M	Buy	+16,894	New	+$2.2M	0.28%	31
2022 Q3	–	Sell	-17,907	Closed	-$2.45M	–	28
2022 Q2	$2.45M	Buy	17,907 +6,469	+57%	+$884K	0.3%	30
2022 Q1	$2M	Buy	11,438 +205	+2%	+$35.8K	0.22%	32
2021 Q4	$2M	Buy	11,233 +37	+0.3%	+$6.57K	0.21%	33
2021 Q3	$1.58M	Sell	11,196 -94	-0.8%	-$13.3K	0.18%	35
2021 Q2	$1.55M	Sell	11,290 -436	-4%	-$59.7K	0.17%	36
2021 Q1	$1.43M	Buy	11,726 +23	+0.2%	+$2.81K	0.16%	35
2020 Q4	$1.55M	Buy	11,703 +244	+2%	+$32.4K	0.19%	35
2020 Q3	$1.33M	Buy	11,459 +327	+3%	+$37.9K	0.18%	35
2020 Q2	$1.02M	Buy	11,132 +660	+6%	+$60.2K	0.15%	36
2020 Q1	$666K	Sell	10,472 -212	-2%	-$13.5K	0.11%	42
2019 Q4	$784K	Buy	10,684 +424	+4%	+$31.1K	0.1%	48
2019 Q3	$575K	Sell	10,260 -1,056	-9%	-$59.2K	0.08%	51
2019 Q2	$560K	Buy	11,316 +36	+0.3%	+$1.78K	0.08%	52
2019 Q1	$536K	Sell	11,280 -292	-3%	-$13.9K	0.08%	54
2018 Q4	$456K	Buy	11,572 +108	+0.9%	+$4.26K	0.08%	55
2018 Q3	$647K	Sell	11,464 -19,584	-63%	-$1.11M	0.09%	48
2018 Q2	$1.44M	Buy	31,048 +36	+0.1%	+$1.67K	0.22%	41
2018 Q1	$1.3M	Sell	31,012 -143,820	-82%	-$6.03M	0.28%	33
2017 Q4	$7.4M	Buy	174,832 +36	+0%	+$1.52K	1.47%	15
2017 Q3	$6.74M	Buy	174,796 +1,100	+0.6%	+$42.4K	1.07%	22
2017 Q2	$6.25M	Sell	173,696 -3,372	-2%	-$121K	1.33%	15
2017 Q1	$6.36M	Buy	+177,068	New	+$6.36M	1.35%	15