DACG
Donor Advised Charitable Giving’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Hold |
7,671
| – | – | 0.03% | 15 |
|
|
2025
Q1 | $1.7M | Sell |
7,671
-502
| -6% | -$112K | 0.05% | 13 |
|
|
2024
Q4 | $2.05M | Buy |
8,173
+73
| +0.9% | +$18.3K | 0.05% | 14 |
|
|
2024
Q3 | $1.89M | Hold |
8,100
| – | – | 0.05% | 14 |
|
|
2024
Q2 | $1.71M | Buy |
+8,100
| New | +$1.71M | 0.04% | 14 |
|
|
2023
Q1 | – | Sell |
-2,470
| Closed | -$321K | – | 49 |
|
|
2022
Q4 | $321K | Buy |
+2,470
| New | +$321K | 0.05% | 35 |
|
|
2022
Q2 | – | Sell |
-1,465
| Closed | -$256K | – | 40 |
|
|
2022
Q1 | $256K | Sell |
1,465
-1,000
| -41% | -$175K | 0.03% | 43 |
|
|
2021
Q4 | $438K | Buy |
2,465
+700
| +40% | +$124K | 0.04% | 28 |
|
|
2021
Q3 | $250K | Sell |
1,765
-3,250
| -65% | -$460K | 0.04% | 40 |
|
|
2021
Q2 | $687K | Hold |
5,015
| – | – | 0.08% | 77 |
|
|
2021
Q1 | $613K | Hold |
5,015
| – | – | 0.06% | 78 |
|
|
2020
Q4 | $665K | Hold |
5,015
| – | – | 0.09% | 74 |
|
|
2020
Q3 | $581K | Buy |
5,015
+3,530
| +238% | +$409K | 0.17% | 17 |
|
|
2020
Q2 | $542K | Sell |
1,485
-365
| -20% | -$133K | 0.21% | 12 |
|
|
2020
Q1 | $470K | Hold |
1,850
| – | – | 0.24% | 15 |
|
|
2019
Q4 | $543K | Hold |
1,850
| – | – | 0.29% | 18 |
|
|
2019
Q3 | $414K | Sell |
1,850
-50
| -3% | -$11.2K | 0.32% | 25 |
|
|
2019
Q2 | $376K | Buy |
+1,900
| New | +$376K | 0.3% | 29 |
|