Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.4M Sell
46,961
-54
-0.1% -$14.1K 1.85% 13
2025
Q4
$12.2M Sell
47,015
-1,599
-3% -$429K 1.85% 13
2025
Q3
$12.4M Sell
48,614
-30,783
-39% -$6.95M 1.94% 12
2025
Q2
$16.8M Sell
79,397
-16,139
-17% -$3.26M 2.78% 12
2025
Q1
$18.9M Buy
95,536
+14,957
+19% +$3.47M 3.42% 10
2024
Q4
$19.6M Buy
80,579
+2,108
+3% +$497K 3.44% 10
2024
Q3
$17.7M Buy
78,471
+61,738
+369% +$13.8M 3.2% 10
2024
Q2
$3.79M Sell
16,733
-140
-0.8% -$26.1K 0.73% 14
2024
Q1
$2.85M Buy
16,873
+218
+1% +$39.6K 0.57% 13
2023
Q4
$3.02M Buy
16,655
+273
+2% +$50.4K 0.68% 14
2023
Q3
$2.93M Buy
16,382
+2,756
+20% +$505K 0.74% 12
2023
Q2
$2.61M Buy
13,626
+3,371
+33% +$587K 0.75% 12
2023
Q1
$1.64M Buy
10,255
+1,732
+20% +$256K 0.56% 12
2022
Q4
$1.11M Buy
8,523
+100
+1% +$14.3K 0.45% 13
2022
Q3
$1.17M Buy
+8,423
New +$1.32M 0.6% 14

Other funds holding AAPL