DIS
Diversified Investment Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Sell |
2,360
-175
| -7% | -$35.9K | 0.33% | 38 |
|
|
2025
Q1 | $563K | Hold |
2,535
| – | – | 0.38% | 33 |
|
|
2024
Q4 | $635K | Sell |
2,535
-80
| -3% | -$20K | 0.41% | 29 |
|
|
2024
Q3 | $609K | Hold |
2,615
| – | – | 0.4% | 30 |
|
|
2024
Q2 | $551K | Sell |
2,615
-585
| -18% | -$123K | 0.39% | 31 |
|
|
2024
Q1 | $549K | Hold |
3,200
| – | – | 0.37% | 28 |
|
|
2023
Q4 | $616K | Sell |
3,200
-130
| -4% | -$25K | 0.45% | 30 |
|
|
2023
Q3 | $570K | Hold |
3,330
| – | – | 0.43% | 28 |
|
|
2023
Q2 | $646K | Sell |
3,330
-175
| -5% | -$33.9K | 0.48% | 28 |
|
|
2023
Q1 | $578K | Sell |
3,505
-1
| -0% | -$165 | 0.41% | 27 |
|
|
2022
Q4 | $456K | Hold |
3,506
| – | – | 0.35% | 31 |
|
|
2022
Q3 | $485K | Hold |
3,506
| – | – | 0.4% | 29 |
|
|
2022
Q2 | $479K | Hold |
3,506
| – | – | 0.39% | 29 |
|
|
2022
Q1 | $612K | Sell |
3,506
-170
| -5% | -$29.7K | 0.42% | 26 |
|
|
2021
Q4 | $653K | Hold |
3,676
| – | – | 0.47% | 25 |
|
|
2021
Q3 | $520K | Hold |
3,676
| – | – | 0.39% | 27 |
|
|
2021
Q2 | $503K | Buy |
3,676
+1
| +0% | +$137 | 0.37% | 27 |
|
|
2021
Q1 | $449K | Sell |
3,675
-425
| -10% | -$51.9K | 0.35% | 28 |
|
|
2020
Q4 | $537K | Hold |
4,100
| – | – | 0.42% | 29 |
|
|
2020
Q3 | $475K | Buy |
4,100
+3,120
| +318% | +$361K | 0.5% | 25 |
|
|
2020
Q2 | $358K | Sell |
980
-941
| -49% | -$344K | 0.38% | 27 |
|
|
2020
Q1 | $488K | Buy |
1,921
+850
| +79% | +$216K | 0.65% | 23 |
|
|
2019
Q4 | $314K | Buy |
1,071
+14
| +1% | +$4.11K | 0.31% | 26 |
|
|
2019
Q3 | $237K | Buy |
1,057
+21
| +2% | +$4.71K | 0.24% | 29 |
|
|
2019
Q2 | $205K | Buy |
+1,036
| New | +$205K | 0.2% | 31 |
|
|
2018
Q4 | – | Sell |
-1,111
| Closed | -$251K | – | 35 |
|
|
2018
Q3 | $251K | Hold |
1,111
| – | – | 0.23% | 36 |
|
|
2018
Q2 | $206K | Buy |
+1,111
| New | +$206K | 0.19% | 38 |
|