DCF Advisers’s Apple AAPL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.8M	Buy	8,750 +750	+9%	+$154K	0.83%	38
2025 Q1	$1.78M	Hold	8,000	–	–	0.85%	36
2024 Q4	$2M	Hold	8,000	–	–	0.97%	31
2024 Q3	$1.86M	Sell	8,000 -10,000	-56%	-$2.33M	0.75%	31
2024 Q2	$3.79M	Buy	18,000 +3,250	+22%	+$685K	1.95%	16
2024 Q1	$2.53M	Hold	14,750	–	–	1.25%	20
2023 Q4	$2.84M	Hold	14,750	–	–	1.54%	17
2023 Q3	$2.53M	Hold	14,750	–	–	1.38%	17
2023 Q2	$2.86M	Hold	14,750	–	–	1.51%	17
2023 Q1	$2.43M	Hold	14,750	–	–	1.49%	19
2022 Q4	$1.92M	Sell	14,750 -12,500	-46%	-$1.62M	1.3%	19
2022 Q3	$3.77M	Sell	27,250 -2,000	-7%	-$276K	2.43%	11
2022 Q2	$4M	Buy	29,250 +16,750	+134%	+$2.29M	2.38%	11
2022 Q1	$2.18M	Hold	12,500	–	–	0.96%	27
2021 Q4	$2.22M	Hold	12,500	–	–	0.9%	29
2021 Q3	$1.77M	Buy	12,500 +7,500	+150%	+$1.06M	0.78%	32
2021 Q2	$685K	Sell	5,000 -1,000	-17%	-$137K	0.24%	51
2021 Q1	$733K	Sell	6,000 -500	-8%	-$61.1K	0.32%	51
2020 Q4	$862K	Sell	6,500 -1,500	-19%	-$199K	0.36%	46
2020 Q3	$926K	Buy	8,000 +6,000	+300%	+$695K	0.47%	40
2020 Q2	$730K	Sell	2,000 -500	-20%	-$183K	0.41%	41
2020 Q1	$636K	Hold	2,500	–	–	0.42%	38
2019 Q4	$734K	Buy	+2,500	New	+$734K	0.46%	33