Drake & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.67M | Sell |
17,869
-4,374
| -20% | -$897K | 0.9% | 19 |
|
2025
Q1 | $4.94M | Buy |
22,243
+7,767
| +54% | +$1.73M | 1.39% | 16 |
|
2024
Q4 | $3.3M | Buy |
14,476
+1,830
| +14% | +$417K | 0.94% | 16 |
|
2024
Q3 | $2.95M | Buy |
12,646
+1,101
| +10% | +$257K | 0.95% | 17 |
|
2024
Q2 | $2.43M | Sell |
11,545
-1,727
| -13% | -$364K | 0.87% | 17 |
|
2024
Q1 | $2.28M | Sell |
13,272
-94
| -0.7% | -$16.1K | 0.83% | 18 |
|
2023
Q4 | $2.57M | Buy |
13,366
+1,136
| +9% | +$219K | 1.05% | 17 |
|
2023
Q3 | $2.09M | Sell |
12,230
-1,256
| -9% | -$215K | 0.95% | 17 |
|
2023
Q2 | $2.62M | Sell |
13,486
-15
| -0.1% | -$2.91K | 1.17% | 17 |
|
2023
Q1 | $2.23M | Buy |
13,501
+450
| +3% | +$74.2K | 1.09% | 17 |
|
2022
Q4 | $1.7M | Buy |
13,051
+1,195
| +10% | +$155K | 0.9% | 17 |
|
2022
Q3 | $1.64M | Buy |
11,856
+138
| +1% | +$19.1K | 0.93% | 17 |
|
2022
Q2 | $1.6M | Buy |
+11,718
| New | +$1.6M | 0.91% | 17 |
|