DAS
Dynamic Advisor Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.9M | Sell |
443,169
-6,919
| -2% | -$1.42M | 2.81% | 1 |
|
|
2025
Q1 | $100M | Buy |
450,088
+839
| +0.2% | +$186K | 3.29% | 1 |
|
|
2024
Q4 | $113M | Sell |
449,249
-38,781
| -8% | -$9.71M | 4.87% | 1 |
|
|
2024
Q3 | $110M | Buy |
488,030
+3,621
| +0.7% | +$814K | 3.29% | 1 |
|
|
2024
Q2 | $98.4M | Buy |
484,409
+11,800
| +2% | +$2.4M | 3.1% | 1 |
|
|
2024
Q1 | $81M | Buy |
472,609
+5,016
| +1% | +$860K | 2.74% | 1 |
|
|
2023
Q4 | $84.7M | Buy |
467,593
+43,892
| +10% | +$7.95M | 3.16% | 1 |
|
|
2023
Q3 | $72.5M | Buy |
423,701
+45,270
| +12% | +$7.75M | 3.43% | 1 |
|
|
2023
Q2 | $73.4M | Buy |
378,431
+3,349
| +0.9% | +$650K | 3.81% | 1 |
|
|
2023
Q1 | $61.9M | Sell |
375,082
-9,064
| -2% | -$1.49M | 3.62% | 1 |
|
|
2022
Q4 | $49.9M | Buy |
384,146
+56,497
| +17% | +$7.34M | 3.41% | 1 |
|
|
2022
Q3 | $45.3M | Sell |
327,649
-11,552
| -3% | -$1.6M | 3.45% | 1 |
|
|
2022
Q2 | $46.4M | Sell |
339,201
-1,289
| -0.4% | -$176K | 3.56% | 1 |
|
|
2022
Q1 | $59.5M | Buy |
340,490
+20,575
| +6% | +$3.59M | 4.14% | 1 |
|
|
2021
Q4 | $56.8M | Sell |
319,915
-17,321
| -5% | -$3.08M | 4.06% | 1 |
|
|
2021
Q3 | $47.7M | Buy |
337,236
+21,606
| +7% | +$3.06M | 3.59% | 1 |
|
|
2021
Q2 | $43.2M | Buy |
315,630
+15,889
| +5% | +$2.18M | 3.42% | 1 |
|
|
2021
Q1 | $36.6M | Sell |
299,741
-19,036
| -6% | -$2.33M | 3.4% | 1 |
|
|
2020
Q4 | $42.3M | Sell |
318,777
-320
| -0.1% | -$42.5K | 3.96% | 1 |
|
|
2020
Q3 | $37M | Buy |
319,097
+242,740
| +318% | +$28.1M | 4.19% | 1 |
|
|
2020
Q2 | $27.9M | Buy |
76,357
+1,292
| +2% | +$471K | 3.76% | 1 |
|
|
2020
Q1 | $19.1M | Buy |
75,065
+5,893
| +9% | +$1.5M | 3.48% | 2 |
|
|
2019
Q4 | $20.3M | Sell |
69,172
-3,025
| -4% | -$888K | 2.77% | 1 |
|
|
2019
Q3 | $16.2M | Sell |
72,197
-1,493
| -2% | -$334K | 2.51% | 1 |
|
|
2019
Q2 | $14.6M | Buy |
73,690
+10,591
| +17% | +$2.1M | 2.34% | 3 |
|
|
2019
Q1 | $12M | Buy |
63,099
+6,105
| +11% | +$1.16M | 2.26% | 5 |
|
|
2018
Q4 | $8.99M | Sell |
56,994
-2,503
| -4% | -$395K | 1.91% | 7 |
|
|
2018
Q3 | $13.4M | Buy |
59,497
+2,650
| +5% | +$598K | 2.79% | 1 |
|
|
2018
Q2 | $10.5M | Buy |
56,847
+6,972
| +14% | +$1.29M | 2.39% | 1 |
|
|
2018
Q1 | $8.37M | Buy |
49,875
+28,021
| +128% | +$4.7M | 2.15% | 4 |
|
|
2017
Q4 | $3.7M | Sell |
21,854
-1,049
| -5% | -$178K | 1.21% | 19 |
|
|
2017
Q3 | $3.53M | Buy |
22,903
+3,044
| +15% | +$469K | 1.4% | 17 |
|
|
2017
Q2 | $2.86M | Buy |
19,859
+114
| +0.6% | +$16.4K | 1.11% | 21 |
|
|
2017
Q1 | $2.84M | Sell |
19,745
-3,547
| -15% | -$510K | 1.11% | 23 |
|
|
2016
Q4 | $2.7M | Buy |
23,292
+3,549
| +18% | +$411K | 1.08% | 26 |
|
|
2016
Q3 | $2.23M | Buy |
19,743
+2,170
| +12% | +$245K | 0.85% | 29 |
|
|
2016
Q2 | $1.68M | Sell |
17,573
-421
| -2% | -$40.2K | 0.68% | 46 |
|
|
2016
Q1 | $1.96M | Sell |
17,994
-148
| -0.8% | -$16.1K | 0.83% | 36 |
|
|
2015
Q4 | $1.91M | Buy |
18,142
+1,283
| +8% | +$135K | 0.79% | 36 |
|
|
2015
Q3 | $1.86M | Buy |
16,859
+1,900
| +13% | +$210K | 0.94% | 32 |
|
|
2015
Q2 | $1.88M | Buy |
14,959
+1,216
| +9% | +$152K | 1.1% | 28 |
|
|
2015
Q1 | $1.71M | Buy |
13,743
+1,678
| +14% | +$209K | 0.86% | 32 |
|
|
2014
Q4 | $1.33M | Sell |
12,065
-11,395
| -49% | -$1.26M | 0.71% | 39 |
|
|
2014
Q3 | $2.35M | Sell |
23,460
-9,895
| -30% | -$991K | 1.28% | 17 |
|
|
2014
Q2 | $3.1M | Buy |
33,355
+30,957
| +1,291% | +$2.88M | 1.86% | 5 |
|
|
2014
Q1 | $1.29M | Sell |
2,398
-342
| -12% | -$184K | 0.88% | 30 |
|
|
2013
Q4 | $1.54M | Buy |
+2,740
| New | +$1.54M | 1.14% | 21 |
|