Cornerstone Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Sell |
114,133
-46
| -0% | -$9.44K | 2.51% | 10 |
|
|
2025
Q1 | $22.7M | Sell |
114,179
-739
| -0.6% | -$147K | 2.65% | 9 |
|
|
2024
Q4 | $28.1M | Sell |
114,918
-11,074
| -9% | -$2.71M | 3.19% | 7 |
|
|
2024
Q3 | $29.4M | Sell |
125,992
-745
| -0.6% | -$174K | 3.86% | 4 |
|
|
2024
Q2 | $26.7M | Buy |
126,737
+1,978
| +2% | +$417K | 3.75% | 4 |
|
|
2024
Q1 | $21.4M | Sell |
124,759
-669
| -0.5% | -$115K | 3.05% | 6 |
|
|
2023
Q4 | $24.1M | Sell |
125,428
-3,883
| -3% | -$748K | 3.77% | 4 |
|
|
2023
Q3 | $22.1M | Buy |
129,311
+746
| +0.6% | +$128K | 3.87% | 5 |
|
|
2023
Q2 | $24.9M | Sell |
128,565
-9,943
| -7% | -$1.93M | 4.38% | 5 |
|
|
2023
Q1 | $22.8M | Sell |
138,508
-3,012
| -2% | -$497K | 4.11% | 5 |
|
|
2022
Q4 | $18.4M | Sell |
141,520
-3,638
| -3% | -$473K | 3.62% | 6 |
|
|
2022
Q3 | $20.1M | Sell |
145,158
-811
| -0.6% | -$112K | 4.48% | 5 |
|
|
2022
Q2 | $20M | Sell |
145,969
-53,073
| -27% | -$7.26M | 4.57% | 4 |
|
|
2022
Q1 | $34.8M | Buy |
199,042
+1,250
| +0.6% | +$218K | 5.3% | 3 |
|
|
2021
Q4 | $35.1M | Sell |
197,792
-7,968
| -4% | -$1.41M | 5.05% | 3 |
|
|
2021
Q3 | $29.1M | Sell |
205,760
-12,157
| -6% | -$1.72M | 4.82% | 3 |
|
|
2021
Q2 | $29.8M | Sell |
217,917
-1,339
| -0.6% | -$183K | 5.03% | 3 |
|
|
2021
Q1 | $26.8M | Sell |
219,256
-1,937
| -0.9% | -$237K | 5.07% | 3 |
|
|
2020
Q4 | $29.4M | Buy |
221,193
+20,557
| +10% | +$2.73M | 5.94% | 1 |
|
|
2020
Q3 | $23.2M | Buy |
200,636
+132
| +0.1% | +$15.3K | 5.42% | 3 |
|
|
2020
Q2 | $18.3M | Buy |
200,504
+64,084
| +47% | +$5.84M | 4.77% | 4 |
|
|
2020
Q1 | $8.67M | Buy |
136,420
+20,464
| +18% | +$1.3M | 2.64% | 9 |
|
|
2019
Q4 | $8.51M | Sell |
115,956
-1,136
| -1% | -$83.4K | 1.76% | 17 |
|
|
2019
Q3 | $6.56M | Sell |
117,092
-1,504
| -1% | -$84.2K | 1.41% | 20 |
|
|
2019
Q2 | $5.87M | Buy |
118,596
+1,340
| +1% | +$66.3K | 1.27% | 22 |
|
|
2019
Q1 | $5.57M | Buy |
117,256
+7,428
| +7% | +$353K | 1.23% | 24 |
|
|
2018
Q4 | $4.33M | Buy |
109,828
+2,612
| +2% | +$103K | 1.14% | 27 |
|
|
2018
Q3 | $6.05M | Sell |
107,216
-1,828
| -2% | -$103K | 1.79% | 18 |
|
|
2018
Q2 | $5.05M | Sell |
109,044
-6,396
| -6% | -$296K | 1.66% | 17 |
|
|
2018
Q1 | $4.84M | Sell |
115,440
-8,548
| -7% | -$359K | 1.74% | 16 |
|
|
2017
Q4 | $5.25M | Sell |
123,988
-22,940
| -16% | -$970K | 1.8% | 17 |
|
|
2017
Q3 | $5.66M | Sell |
146,928
-556
| -0.4% | -$21.4K | 1.92% | 15 |
|
|
2017
Q2 | $5.31M | Sell |
147,484
-4,204
| -3% | -$151K | 1.78% | 15 |
|
|
2017
Q1 | $5.45M | Buy |
151,688
+12,068
| +9% | +$433K | 2.75% | 10 |
|
|
2016
Q4 | $4.04M | Buy |
139,620
+2,152
| +2% | +$62.3K | 3.03% | 8 |
|
|
2016
Q3 | $3.89M | Sell |
137,468
-5,152
| -4% | -$146K | 3.19% | 8 |
|
|
2016
Q2 | $3.41M | Sell |
142,620
-4,348
| -3% | -$104K | 2.87% | 9 |
|
|
2016
Q1 | $4.01M | Sell |
146,968
-520
| -0.4% | -$14.2K | 3.42% | 7 |
|
|
2015
Q4 | $3.88M | Buy |
+147,488
| New | +$3.88M | 3.34% | 9 |
|