Deane Retirement Strategies’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-15
| Closed | -$3.81K | – | 53 |
|
|
2026
Q1 | $3.81K | Sell |
15
-21,891
| -100% | -$5.7M | ﹤0.01% | 52 |
|
|
2025
Q4 | $5.96M | Buy |
21,906
+34
| +0.2% | +$9.13K | 2.46% | 15 |
|
|
2025
Q3 | $5.57M | Buy |
21,872
+20,168
| +1,184% | +$4.56M | 2.4% | 16 |
|
|
2025
Q2 | $350K | Hold |
1,704
| – | – | 0.16% | 38 |
|
|
2025
Q1 | $379K | Hold |
1,704
| – | – | 0.18% | 39 |
|
|
2024
Q4 | $427K | Hold |
1,704
| – | – | 0.21% | 43 |
|
|
2024
Q3 | $397K | Hold |
1,704
| – | – | 0.19% | 43 |
|
|
2024
Q2 | $359K | Hold |
1,704
| – | – | 0.18% | 49 |
|
|
2024
Q1 | $292K | Hold |
1,704
| – | – | 0.15% | 47 |
|
|
2023
Q4 | $328K | Hold |
1,704
| – | – | 0.18% | 42 |
|
|
2023
Q3 | $292K | Hold |
1,704
| – | – | 0.16% | 44 |
|
|
2023
Q2 | $331K | Hold |
1,704
| – | – | 0.18% | 39 |
|
|
2023
Q1 | $281K | Hold |
1,704
| – | – | 0.15% | 47 |
|
|
2022
Q4 | $221K | Hold |
1,704
| – | – | 0.12% | 48 |
|
|
2022
Q3 | $235K | Hold |
1,704
| – | – | 0.14% | 41 |
|
|
2022
Q2 | $237K | Hold |
1,704
| – | – | 0.15% | 40 |
|
|
2022
Q1 | $297K | Hold |
1,704
| – | – | 0.16% | 38 |
|
|
2021
Q4 | $303K | Hold |
1,704
| – | – | 0.16% | 39 |
|
|
2021
Q3 | $241K | Hold |
1,704
| – | – | 0.13% | 39 |
|
|
2021
Q2 | $233K | Hold |
1,704
| – | – | 0.13% | 45 |
|
|
2021
Q1 | $210K | Hold |
1,704
| – | – | 0.11% | 47 |
|
|
2020
Q4 | $226K | Hold |
1,704
| – | – | 0.14% | 54 |
|
|
2020
Q3 | $197K | Sell |
1,704
-200
| -11% | -$21.8K | 0.13% | 45 |
|
|
2020
Q2 | $174K | Hold |
1,904
| – | – | 0.13% | 38 |
|
|
2020
Q1 | $121K | Hold |
1,904
| – | – | 0.09% | 47 |
|
|
2019
Q4 | $140K | Hold |
1,904
| – | – | 0.1% | 47 |
|
|
2019
Q3 | $107K | Hold |
1,904
| – | – | 0.08% | 31 |
|
|
2019
Q2 | $94K | Hold |
1,904
| – | – | 0.08% | 34 |
|
|
2019
Q1 | $90K | Hold |
1,904
| – | – | 0.08% | 35 |
|
|
2018
Q4 | $75K | Hold |
1,904
| – | – | 0.07% | 41 |
|
|
2018
Q3 | $107K | Hold |
1,904
| – | – | 0.1% | 42 |
|
|
2018
Q2 | $88K | Hold |
1,904
| – | – | 0.08% | 47 |
|
|
2018
Q1 | $80K | Hold |
1,904
| – | – | 0.08% | 48 |
|
|
2017
Q4 | $81K | Hold |
1,904
| – | – | 0.08% | 49 |
|
|
2017
Q3 | $73K | Hold |
1,904
| – | – | 0.07% | 48 |
|
|
2017
Q2 | $69K | Hold |
1,904
| – | – | 0.06% | 51 |
|
|
2017
Q1 | $68K | Hold |
1,904
| – | – | 0.06% | 35 |
|
|
2016
Q4 | $55K | Sell |
1,904
-93,200
| -98% | -$2.64M | 0.05% | 37 |
|
|
2016
Q3 | $2.69M | Buy |
95,104
+1,808
| +2% | +$47.9K | 2.45% | 13 |
|
|
2016
Q2 | $2.23M | Sell |
93,296
-1,876
| -2% | -$46.6K | 2.04% | 12 |
|
|
2016
Q1 | $2.59M | Sell |
95,172
-4,988
| -5% | -$124K | 2.42% | 8 |
|
|
2015
Q4 | $2.64M | Buy |
100,160
+1,208
| +1% | +$34.5K | 2.67% | 8 |
|
|
2015
Q3 | $2.73M | Buy |
98,952
+1,984
| +2% | +$58.2K | 2.66% | 9 |
|
|
2015
Q2 | $61K | Sell |
96,968
-189,392
| -66% | -$6.06M | 0.06% | 28 |
|
|
2015
Q1 | $1.75M | Buy |
286,360
+284,456
| +14,940% | +$8.59M | 1.68% | 12 |
|
|
2014
Q4 | $53K | Buy |
+1,904
| New | +$51.8K | 0.05% | 31 |
|
Other funds holding AAPL
CRM
CNB
P
WT
QCM