DSA
Droms Strauss Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Sell |
14,821
-1,832
| -11% | -$376K | 0.93% | 23 |
|
|
2025
Q1 | $3.7M | Buy |
16,653
+1,563
| +10% | +$347K | 1.27% | 19 |
|
|
2024
Q4 | $3.78M | Sell |
15,090
-134
| -0.9% | -$33.6K | 1.23% | 18 |
|
|
2024
Q3 | $3.55M | Sell |
15,224
-1,995
| -12% | -$465K | 1.26% | 19 |
|
|
2024
Q2 | $3.63M | Sell |
17,219
-1,522
| -8% | -$321K | 1.31% | 17 |
|
|
2024
Q1 | $3.21M | Sell |
18,741
-317
| -2% | -$54.4K | 1.18% | 17 |
|
|
2023
Q4 | $3.67M | Buy |
19,058
+3,179
| +20% | +$612K | 1.43% | 12 |
|
|
2023
Q3 | $2.72M | Buy |
15,879
+70
| +0.4% | +$12K | 1.17% | 15 |
|
|
2023
Q2 | $3.03M | Buy |
15,809
+224
| +1% | +$42.9K | 1.26% | 14 |
|
|
2023
Q1 | $2.57M | Sell |
15,585
-1,140
| -7% | -$188K | 1.16% | 15 |
|
|
2022
Q4 | $2.17M | Sell |
16,725
-6
| -0% | -$780 | 1% | 17 |
|
|
2022
Q3 | $2.31M | Sell |
16,731
-141
| -0.8% | -$19.5K | 1.15% | 16 |
|
|
2022
Q2 | $2.31M | Buy |
+16,872
| New | +$2.31M | 1.16% | 15 |
|
|
2022
Q1 | – | Sell |
-17,773
| Closed | -$3.16M | – | 46 |
|
|
2021
Q4 | $3.16M | Buy |
17,773
+11
| +0.1% | +$1.95K | 1.4% | 12 |
|
|
2021
Q3 | $2.52M | Buy |
17,762
+592
| +3% | +$83.9K | 1.21% | 12 |
|
|
2021
Q2 | $2.35M | Sell |
17,170
-1,847
| -10% | -$253K | 1.11% | 15 |
|
|
2021
Q1 | $2.32M | Buy |
+19,017
| New | +$2.32M | 1.14% | 15 |
|
|
2020
Q4 | – | Sell |
-18,265
| Closed | -$2.11M | – | 45 |
|
|
2020
Q3 | $2.11M | Buy |
+18,265
| New | +$2.11M | 1.25% | 14 |
|
|
2020
Q2 | – | Sell |
-4,683
| Closed | -$1.19M | – | 42 |
|
|
2020
Q1 | $1.19M | Buy |
+4,683
| New | +$1.19M | 0.99% | 15 |
|
|
2019
Q3 | – | Sell |
-5,688
| Closed | -$1.13M | – | 36 |
|
|
2019
Q2 | $1.13M | Buy |
5,688
+571
| +11% | +$113K | 0.84% | 21 |
|
|
2019
Q1 | $972K | Buy |
+5,117
| New | +$972K | 0.75% | 23 |
|