DA
Doliver Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Sell |
25,240
-543
| -2% | -$111K | 1.42% | 10 |
|
|
2025
Q1 | $5.73M | Sell |
25,783
-138
| -0.5% | -$30.7K | 1.61% | 6 |
|
|
2024
Q4 | $6.49M | Sell |
25,921
-9
| -0% | -$2.25K | 1.8% | 7 |
|
|
2024
Q3 | $6.04M | Buy |
25,930
+1,094
| +4% | +$255K | 1.66% | 8 |
|
|
2024
Q2 | $5.23M | Sell |
24,836
-852
| -3% | -$179K | 1.46% | 9 |
|
|
2024
Q1 | $4.4M | Buy |
25,688
+1,222
| +5% | +$210K | 1.24% | 10 |
|
|
2023
Q4 | $4.71M | Sell |
24,466
-743
| -3% | -$143K | 1.45% | 8 |
|
|
2023
Q3 | $4.32M | Buy |
25,209
+232
| +0.9% | +$39.7K | 1.3% | 7 |
|
|
2023
Q2 | $4.84M | Sell |
24,977
-456
| -2% | -$88.4K | 1.47% | 6 |
|
|
2023
Q1 | $4.19M | Buy |
25,433
+318
| +1% | +$52.4K | 1.32% | 7 |
|
|
2022
Q4 | $3.26M | Buy |
25,115
+319
| +1% | +$41.4K | 1.07% | 8 |
|
|
2022
Q3 | $3.43M | Sell |
24,796
-1,788
| -7% | -$247K | 1.26% | 8 |
|
|
2022
Q2 | $3.64M | Buy |
26,584
+8,353
| +46% | +$1.14M | 1.29% | 7 |
|
|
2022
Q1 | $3.18M | Buy |
18,231
+709
| +4% | +$124K | 1.01% | 11 |
|
|
2021
Q4 | $3.02M | Sell |
17,522
-6,598
| -27% | -$1.14M | 0.94% | 10 |
|
|
2021
Q3 | $3.41M | Buy |
24,120
+2,685
| +13% | +$380K | 1.15% | 8 |
|
|
2021
Q2 | $2.94M | Buy |
21,435
+3,789
| +21% | +$519K | 0.97% | 11 |
|
|
2021
Q1 | $2.16M | Buy |
17,646
+5,709
| +48% | +$697K | 0.8% | 22 |
|
|
2020
Q4 | $1.58M | Buy |
11,937
+966
| +9% | +$128K | 0.7% | 25 |
|
|
2020
Q3 | $1.27M | Buy |
10,971
+6,318
| +136% | +$732K | 0.64% | 29 |
|
|
2020
Q2 | $1.7M | Sell |
4,653
-512
| -10% | -$187K | 0.76% | 24 |
|
|
2020
Q1 | $1.46M | Sell |
5,165
-908
| -15% | -$257K | 0.72% | 29 |
|
|
2019
Q4 | $1.78M | Sell |
6,073
-190
| -3% | -$55.8K | 0.7% | 22 |
|
|
2019
Q3 | $1.47M | Buy |
6,263
+353
| +6% | +$83.1K | 0.59% | 25 |
|
|
2019
Q2 | $1.17M | Sell |
5,910
-570
| -9% | -$113K | 0.46% | 27 |
|
|
2019
Q1 | $1.23M | Sell |
6,480
-191
| -3% | -$36.3K | 0.5% | 23 |
|
|
2018
Q4 | $1.05M | Buy |
6,671
+2,484
| +59% | +$392K | 0.52% | 20 |
|
|
2018
Q3 | $945K | Sell |
4,187
-1,051
| -20% | -$237K | 0.39% | 34 |
|
|
2018
Q2 | $969K | Sell |
5,238
-6,212
| -54% | -$1.15M | 0.41% | 31 |
|
|
2018
Q1 | $31K | Buy |
11,450
+7,042
| +160% | +$19.1K | 0.01% | 323 |
|
|
2017
Q4 | $746K | Buy |
4,408
+380
| +9% | +$64.3K | 0.3% | 49 |
|
|
2017
Q3 | $621K | Buy |
4,028
+460
| +13% | +$70.9K | 0.28% | 86 |
|
|
2017
Q2 | $514K | Buy |
+3,568
| New | +$514K | 0.25% | 91 |
|