DA
DCM Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
65,368
+4,772
| +8% | +$974K | 5.72% | 2 |
|
|
2025
Q1 | $13.3M | Sell |
60,596
-14,484
| -19% | -$3.17M | 7.07% | 1 |
|
|
2024
Q4 | $18.7M | Buy |
75,080
+14,393
| +24% | +$3.58M | 8.75% | 1 |
|
|
2024
Q3 | $14.1M | Sell |
60,687
-554
| -0.9% | -$129K | 7.12% | 2 |
|
|
2024
Q2 | $12.9M | Sell |
61,241
-20,533
| -25% | -$4.32M | 6.81% | 2 |
|
|
2024
Q1 | $14M | Sell |
81,774
-22,771
| -22% | -$3.9M | 5.78% | 2 |
|
|
2023
Q4 | $20.1M | Buy |
104,545
+114
| +0.1% | +$21.9K | 7.21% | 2 |
|
|
2023
Q3 | $17.9M | Sell |
104,431
-3,583
| -3% | -$613K | 8.08% | 1 |
|
|
2023
Q2 | $21M | Buy |
108,014
+593
| +0.6% | +$115K | 8.98% | 1 |
|
|
2023
Q1 | $17.7M | Sell |
107,421
-1,819
| -2% | -$300K | 8.24% | 1 |
|
|
2022
Q4 | $14.2M | Sell |
109,240
-13,987
| -11% | -$1.82M | 6.88% | 1 |
|
|
2022
Q3 | $17M | Sell |
123,227
-30,896
| -20% | -$4.27M | 8.55% | 1 |
|
|
2022
Q2 | $21.1M | Sell |
154,123
-1,015
| -0.7% | -$139K | 9.11% | 1 |
|
|
2022
Q1 | $27.1M | Sell |
155,138
-13,857
| -8% | -$2.42M | 9.58% | 1 |
|
|
2021
Q4 | $30M | Buy |
168,995
+54,920
| +48% | +$9.75M | 8.85% | 1 |
|
|
2021
Q3 | $16.1M | Buy |
114,075
+58,284
| +104% | +$8.25M | 6.21% | 1 |
|
|
2021
Q2 | $7.64M | Sell |
55,791
-14,937
| -21% | -$2.05M | 4.34% | 1 |
|
|
2021
Q1 | $8.64M | Sell |
70,728
-8,614
| -11% | -$1.05M | 5.03% | 1 |
|
|
2020
Q4 | $10.5M | Buy |
+79,342
| New | +$10.5M | 6.13% | 1 |
|