DA
Denali Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.4M | Sell |
157,687
-1,905
| -1% | -$391K | 3.37% | 3 |
|
|
2025
Q1 | $35.5M | Sell |
159,592
-1,077
| -0.7% | -$239K | 4.03% | 2 |
|
|
2024
Q4 | $40.2M | Buy |
160,669
+9,985
| +7% | +$2.5M | 4.22% | 2 |
|
|
2024
Q3 | $35.1M | Buy |
+150,684
| New | +$35.1M | 3.77% | 3 |
|
|
2019
Q4 | – | Sell |
-1,600
| Closed | -$358K | – | 313 |
|
|
2019
Q3 | $358K | Buy |
1,600
+700
| +78% | +$157K | 0.05% | 199 |
|
|
2019
Q2 | $178K | Buy |
900
+100
| +13% | +$19.8K | 0.03% | 186 |
|
|
2019
Q1 | $152K | Sell |
800
-500
| -38% | -$95K | 0.02% | 157 |
|
|
2018
Q4 | $205K | Sell |
1,300
-2,100
| -62% | -$331K | 0.03% | 110 |
|
|
2018
Q3 | $768K | Buy |
+3,400
| New | +$768K | 0.11% | 94 |
|
|
2016
Q4 | – | Sell |
-67,343
| Closed | -$7.61M | – | 279 |
|
|
2016
Q3 | $7.61M | Buy |
67,343
+35,843
| +114% | +$4.05M | 1.16% | 32 |
|
|
2016
Q2 | $3.01M | Buy |
+31,500
| New | +$3.01M | 0.52% | 60 |
|