Droms Strauss Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3M | Sell |
11,806
-475
| -4% | -$124K | 0.78% | 25 |
|
|
2025
Q4 | $3.34M | Sell |
12,281
-2,171
| -15% | -$583K | 0.88% | 25 |
|
|
2025
Q3 | $3.68M | Sell |
14,452
-369
| -2% | -$83.4K | 1.07% | 21 |
|
|
2025
Q2 | $3.04M | Sell |
14,821
-1,832
| -11% | -$370K | 0.93% | 23 |
|
|
2025
Q1 | $3.7M | Buy |
16,653
+1,563
| +10% | +$362K | 1.27% | 19 |
|
|
2024
Q4 | $3.78M | Sell |
15,090
-134
| -0.9% | -$31.6K | 1.23% | 18 |
|
|
2024
Q3 | $3.55M | Sell |
15,224
-1,995
| -12% | -$446K | 1.26% | 19 |
|
|
2024
Q2 | $3.63M | Sell |
17,219
-1,522
| -8% | -$284K | 1.31% | 17 |
|
|
2024
Q1 | $3.21M | Sell |
18,741
-317
| -2% | -$57.6K | 1.18% | 17 |
|
|
2023
Q4 | $3.67M | Buy |
19,058
+3,179
| +20% | +$587K | 1.43% | 12 |
|
|
2023
Q3 | $2.72M | Buy |
15,879
+70
| +0.4% | +$12.8K | 1.17% | 15 |
|
|
2023
Q2 | $3.02M | Buy |
15,809
+224
| +1% | +$39K | 1.26% | 14 |
|
|
2023
Q1 | $2.57M | Sell |
15,585
-1,140
| -7% | -$168K | 1.16% | 15 |
|
|
2022
Q4 | $2.17M | Sell |
16,725
-6
| -0% | -$857 | 1% | 17 |
|
|
2022
Q3 | $2.31M | Sell |
16,731
-141
| -0.8% | -$22.1K | 1.15% | 16 |
|
|
2022
Q2 | $2.31M | Buy |
+16,872
| New | +$2.56M | 1.16% | 15 |
|
|
2022
Q1 | – | Sell |
-17,773
| Closed | -$3.16M | – | 46 |
|
|
2021
Q4 | $3.16M | Buy |
17,773
+11
| +0.1% | +$1.74K | 1.4% | 12 |
|
|
2021
Q3 | $2.52M | Buy |
17,762
+592
| +3% | +$87.2K | 1.21% | 12 |
|
|
2021
Q2 | $2.35M | Sell |
17,170
-1,847
| -10% | -$239K | 1.11% | 15 |
|
|
2021
Q1 | $2.32M | Buy |
+19,017
| New | +$2.44M | 1.14% | 15 |
|
|
2020
Q4 | – | Sell |
-18,265
| Closed | -$2.11M | – | 45 |
|
|
2020
Q3 | $2.11M | Buy |
+18,265
| New | +$1.99M | 1.25% | 14 |
|
|
2020
Q2 | – | Sell |
-18,732
| Closed | -$1.19M | – | 42 |
|
|
2020
Q1 | $1.19M | Buy |
+18,732
| New | +$1.38M | 0.99% | 15 |
|
|
2019
Q3 | – | Sell |
-22,752
| Closed | -$1.13M | – | 36 |
|
|
2019
Q2 | $1.13M | Buy |
22,752
+2,284
| +11% | +$111K | 0.84% | 21 |
|
|
2019
Q1 | $972K | Buy |
+20,468
| New | +$868K | 0.75% | 23 |
|
Other funds holding AAPL
VCM
VPM
