DJYG
David J. Yvars Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Buy |
21,626
+251
| +1% | +$51.5K | 2.6% | 10 |
|
|
2025
Q1 | $4.75M | Sell |
21,375
-173
| -0.8% | -$38.4K | 3.74% | 6 |
|
|
2024
Q4 | $5.4M | Sell |
21,548
-2,361
| -10% | -$591K | 3.29% | 7 |
|
|
2024
Q3 | $5.57M | Buy |
23,909
+93
| +0.4% | +$21.7K | 3.45% | 6 |
|
|
2024
Q2 | $5.02M | Sell |
23,816
-1,052
| -4% | -$222K | 3.14% | 7 |
|
|
2024
Q1 | $4.26M | Sell |
24,868
-3,607
| -13% | -$619K | 2.88% | 10 |
|
|
2023
Q4 | $5.48M | Sell |
28,475
-2,335
| -8% | -$450K | 4.41% | 5 |
|
|
2023
Q3 | $5.27M | Sell |
30,810
-723
| -2% | -$124K | 4.4% | 5 |
|
|
2023
Q2 | $6.12M | Sell |
31,533
-179
| -0.6% | -$34.7K | 5.05% | 4 |
|
|
2023
Q1 | $5.23M | Buy |
31,712
+1,072
| +3% | +$177K | 4.73% | 4 |
|
|
2022
Q4 | $3.98M | Sell |
30,640
-63
| -0.2% | -$8.19K | 4.99% | 7 |
|
|
2022
Q3 | $4.24M | Buy |
30,703
+60
| +0.2% | +$8.29K | 4.72% | 6 |
|
|
2022
Q2 | $4.26M | Sell |
30,643
-979
| -3% | -$136K | 5.79% | 6 |
|
|
2022
Q1 | $5.52M | Sell |
31,622
-55
| -0.2% | -$9.6K | 3.84% | 10 |
|
|
2021
Q4 | $5.63M | Sell |
31,677
-3,009
| -9% | -$534K | 3.47% | 12 |
|
|
2021
Q3 | $4.95M | Sell |
34,686
-2,107
| -6% | -$300K | 2.89% | 12 |
|
|
2021
Q2 | $5.04M | Sell |
36,793
-2,149
| -6% | -$294K | 2.83% | 14 |
|
|
2021
Q1 | $4.75M | Buy |
38,942
+4
| +0% | +$487 | 3.02% | 12 |
|
|
2020
Q4 | $5.17M | Buy |
+38,938
| New | +$5.17M | 3.5% | 12 |
|