EFM
E Fund Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110M | Sell |
537,912
-91,566
| -15% | -$18.8M | 5.26% | 4 |
|
|
2025
Q1 | $140M | Buy |
629,478
+102,051
| +19% | +$22.7M | 6.68% | 3 |
|
|
2024
Q4 | $132M | Buy |
527,427
+168,079
| +47% | +$42.1M | 6.63% | 3 |
|
|
2024
Q3 | $83.7M | Buy |
359,348
+52,464
| +17% | +$12.2M | 4.3% | 3 |
|
|
2024
Q2 | $64.6M | Buy |
306,884
+73,629
| +32% | +$15.5M | 3.57% | 5 |
|
|
2024
Q1 | $40M | Buy |
233,255
+53,521
| +30% | +$9.18M | 2.48% | 7 |
|
|
2023
Q4 | $34.6M | Sell |
179,734
-25,850
| -13% | -$4.98M | 2.19% | 11 |
|
|
2023
Q3 | $35.2M | Sell |
205,584
-12,226
| -6% | -$2.09M | 2.68% | 8 |
|
|
2023
Q2 | $42.2M | Sell |
217,810
-30,994
| -12% | -$6.01M | 3.34% | 7 |
|
|
2023
Q1 | $41M | Buy |
248,804
+4,525
| +2% | +$746K | 2.99% | 9 |
|
|
2022
Q4 | $31.7M | Sell |
244,279
-7,378
| -3% | -$959K | 2.64% | 12 |
|
|
2022
Q3 | $34.8M | Sell |
251,657
-3,458
| -1% | -$478K | 3.24% | 6 |
|
|
2022
Q2 | $34.9M | Sell |
255,115
-3,578
| -1% | -$489K | 3.16% | 6 |
|
|
2022
Q1 | $45.2M | Buy |
258,693
+13,733
| +6% | +$2.4M | 1.48% | 8 |
|
|
2021
Q4 | $43.5M | Sell |
244,960
-28,484
| -10% | -$5.06M | 1.54% | 8 |
|
|
2021
Q3 | $38.7M | Buy |
+273,444
| New | +$38.7M | 1.62% | 9 |
|
|
2021
Q1 | $39.2M | Buy |
+320,656
| New | +$39.2M | 3.22% | 6 |
|