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Cooper/Haims Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5M | Buy |
24,350
+1,583
| +7% | +$325K | 2.46% | 10 |
|
|
2025
Q1 | $5.06M | Sell |
22,767
-1,050
| -4% | -$233K | 2.74% | 11 |
|
|
2024
Q4 | $5.96M | Sell |
23,817
-326
| -1% | -$81.6K | 3.38% | 10 |
|
|
2024
Q3 | $5.63M | Sell |
24,143
-7,400
| -23% | -$1.72M | 3.09% | 10 |
|
|
2024
Q2 | $6.64M | Buy |
31,543
+1,307
| +4% | +$275K | 3.73% | 9 |
|
|
2024
Q1 | $5.18M | Buy |
30,236
+7,587
| +33% | +$1.3M | 3.01% | 10 |
|
|
2023
Q4 | $4.36M | Sell |
22,649
-1,114
| -5% | -$214K | 2.47% | 11 |
|
|
2023
Q3 | $4.07M | Sell |
23,763
-1,267
| -5% | -$217K | 3.17% | 9 |
|
|
2023
Q2 | $4.86M | Buy |
25,030
+590
| +2% | +$114K | 3.72% | 7 |
|
|
2023
Q1 | $4.03M | Sell |
24,440
-932
| -4% | -$154K | 3.23% | 7 |
|
|
2022
Q4 | $3.3M | Sell |
25,372
-284
| -1% | -$36.9K | 2.34% | 10 |
|
|
2022
Q3 | $3.55M | Sell |
25,656
-2,053
| -7% | -$284K | 2.94% | 9 |
|
|
2022
Q2 | $3.79M | Sell |
27,709
-2,449
| -8% | -$335K | 2.49% | 12 |
|
|
2022
Q1 | $5.27M | Buy |
30,158
+164
| +0.5% | +$28.6K | 3.43% | 9 |
|
|
2021
Q4 | $5.33M | Sell |
29,994
-171
| -0.6% | -$30.4K | 3.28% | 8 |
|
|
2021
Q3 | $4.27M | Sell |
30,165
-904
| -3% | -$128K | 2.57% | 8 |
|
|
2021
Q2 | $4.26M | Sell |
31,069
-1,539
| -5% | -$211K | 2.79% | 7 |
|
|
2021
Q1 | $3.98M | Sell |
32,608
-1,432
| -4% | -$175K | 2.82% | 7 |
|
|
2020
Q4 | $4.52M | Sell |
34,040
-389
| -1% | -$51.6K | 3.46% | 7 |
|
|
2020
Q3 | $3.99M | Buy |
34,429
+26,646
| +342% | +$3.09M | 3.28% | 7 |
|
|
2020
Q2 | $2.84M | Sell |
7,783
-13
| -0.2% | -$4.74K | 2.3% | 8 |
|
|
2020
Q1 | $1.98M | Sell |
7,796
-296
| -4% | -$75.3K | 1.73% | 8 |
|
|
2019
Q4 | $2.38M | Buy |
+8,092
| New | +$2.38M | 1.31% | 9 |
|
|
2019
Q3 | – | Sell |
-8,507
| Closed | -$1.68M | – | 49 |
|
|
2019
Q2 | $1.68M | Sell |
8,507
-2,979
| -26% | -$590K | 1.05% | 10 |
|
|
2019
Q1 | $2.18M | Sell |
11,486
-415
| -3% | -$78.8K | 1.39% | 10 |
|
|
2018
Q4 | $1.88M | Buy |
11,901
+163
| +1% | +$25.7K | 1.3% | 10 |
|
|
2018
Q3 | $2.65M | Buy |
11,738
+49
| +0.4% | +$11.1K | 1.83% | 9 |
|
|
2018
Q2 | $2.16M | Buy |
11,689
+31
| +0.3% | +$5.74K | 1.6% | 9 |
|
|
2018
Q1 | $1.96M | Sell |
11,658
-306
| -3% | -$51.3K | 1.72% | 9 |
|
|
2017
Q4 | $2.03M | Buy |
+11,964
| New | +$2.03M | 1.87% | 10 |
|