Diversified Portfolios Inc’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Buy |
24,794
+846
| +4% | +$174K | 0.49% | 40 |
|
|
2025
Q1 | $5.32M | Sell |
23,948
-8,980
| -27% | -$1.99M | 0.56% | 37 |
|
|
2024
Q4 | $8.25M | Sell |
32,928
-931
| -3% | -$233K | 0.9% | 26 |
|
|
2024
Q3 | $7.89M | Buy |
33,859
+8,893
| +36% | +$2.07M | 0.89% | 27 |
|
|
2024
Q2 | $5.26M | Sell |
24,966
-523
| -2% | -$110K | 0.69% | 31 |
|
|
2024
Q1 | $4.37M | Sell |
25,489
-267
| -1% | -$45.8K | 0.62% | 33 |
|
|
2023
Q4 | $4.96M | Buy |
25,756
+483
| +2% | +$93K | 0.78% | 30 |
|
|
2023
Q3 | $4.33M | Sell |
25,273
-2,052
| -8% | -$351K | 0.82% | 27 |
|
|
2023
Q2 | $5.3M | Sell |
27,325
-17,970
| -40% | -$3.49M | 1.06% | 23 |
|
|
2023
Q1 | $7.47M | Sell |
45,295
-335
| -0.7% | -$55.2K | 1.66% | 14 |
|
|
2022
Q4 | $5.93M | Sell |
45,630
-610
| -1% | -$79.3K | 1.36% | 18 |
|
|
2022
Q3 | $6.39M | Buy |
46,240
+25,488
| +123% | +$3.52M | 1.72% | 12 |
|
|
2022
Q2 | $2.84M | Sell |
20,752
-26,222
| -56% | -$3.58M | 0.79% | 24 |
|
|
2022
Q1 | $8.2M | Sell |
46,974
-1,382
| -3% | -$241K | 1.97% | 11 |
|
|
2021
Q4 | $8.59M | Buy |
48,356
+3,683
| +8% | +$654K | 2.07% | 9 |
|
|
2021
Q3 | $6.32M | Buy |
44,673
+20,169
| +82% | +$2.85M | 1.75% | 11 |
|
|
2021
Q2 | $3.36M | Buy |
24,504
+2,532
| +12% | +$347K | 1.26% | 16 |
|
|
2021
Q1 | $2.68M | Sell |
21,972
-297
| -1% | -$36.3K | 0.88% | 20 |
|
|
2020
Q4 | $2.96M | Sell |
22,269
-659
| -3% | -$87.4K | 1.06% | 18 |
|
|
2020
Q3 | $2.66M | Buy |
22,928
+8,820
| +63% | +$1.02M | 1.15% | 16 |
|
|
2020
Q2 | $1.29M | Sell |
14,108
-140
| -1% | -$12.8K | 0.62% | 22 |
|
|
2020
Q1 | $906K | Buy |
14,248
+3,392
| +31% | +$216K | 0.5% | 23 |
|
|
2019
Q4 | $797K | Sell |
10,856
-136
| -1% | -$9.99K | 0.38% | 27 |
|
|
2019
Q3 | $615K | Sell |
10,992
-692
| -6% | -$38.7K | 0.31% | 29 |
|
|
2019
Q2 | $578K | Sell |
11,684
-2,404
| -17% | -$119K | 0.32% | 26 |
|
|
2019
Q1 | $669K | Hold |
14,088
| – | – | 0.37% | 27 |
|
|
2018
Q4 | $556K | Sell |
14,088
-120
| -0.8% | -$4.74K | 0.34% | 27 |
|
|
2018
Q3 | $802K | Sell |
14,208
-312
| -2% | -$17.6K | 0.44% | 23 |
|
|
2018
Q2 | $672K | Sell |
14,520
-220
| -1% | -$10.2K | 0.38% | 24 |
|
|
2018
Q1 | $618K | Sell |
14,740
-676
| -4% | -$28.3K | 0.36% | 25 |
|
|
2017
Q4 | $652K | Sell |
15,416
-1,516
| -9% | -$64.1K | 0.36% | 25 |
|
|
2017
Q3 | $652K | Sell |
16,932
-656
| -4% | -$25.3K | 0.37% | 26 |
|
|
2017
Q2 | $633K | Buy |
17,588
+1,176
| +7% | +$42.3K | 0.38% | 24 |
|
|
2017
Q1 | $589K | Buy |
16,412
+404
| +3% | +$14.5K | 0.36% | 27 |
|
|
2016
Q4 | $464K | Buy |
16,008
+772
| +5% | +$22.4K | 0.29% | 28 |
|
|
2016
Q3 | $431K | Sell |
15,236
-584
| -4% | -$16.5K | 0.27% | 26 |
|
|
2016
Q2 | $378K | Buy |
15,820
+144
| +0.9% | +$3.44K | 0.24% | 29 |
|
|
2016
Q1 | $427K | Buy |
15,676
+20
| +0.1% | +$545 | 0.27% | 28 |
|
|
2015
Q4 | $412K | Buy |
15,656
+4
| +0% | +$105 | 0.26% | 27 |
|
|
2015
Q3 | $432K | Hold |
15,652
| – | – | 0.29% | 25 |
|
|
2015
Q2 | $444K | Buy |
15,652
+4
| +0% | +$113 | 0.28% | 27 |
|
|
2015
Q1 | $487K | Sell |
15,648
-19,704
| -56% | -$613K | 0.31% | 28 |
|
|
2014
Q4 | $976K | Buy |
+35,352
| New | +$976K | 0.58% | 20 |
|