ES
Eagle Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.63M | Buy |
37,188
+81
| +0.2% | +$16.6K | 1.16% | 25 |
|
|
2025
Q1 | $8.24M | Buy |
37,107
+221
| +0.6% | +$49.1K | 1.43% | 20 |
|
|
2024
Q4 | $9.24M | Buy |
36,886
+340
| +0.9% | +$85.1K | 1.6% | 19 |
|
|
2024
Q3 | $8.52M | Sell |
36,546
-1,085
| -3% | -$253K | 1.54% | 19 |
|
|
2024
Q2 | $7.93M | Sell |
37,631
-32,441
| -46% | -$6.83M | 1.52% | 19 |
|
|
2024
Q1 | $12M | Buy |
70,072
+30,057
| +75% | +$5.15M | 2.67% | 4 |
|
|
2023
Q4 | $7.7M | Buy |
40,015
+58
| +0.1% | +$11.2K | 1.65% | 19 |
|
|
2023
Q3 | $6.84M | Buy |
39,957
+7,110
| +22% | +$1.22M | 1.68% | 16 |
|
|
2023
Q2 | $6.37M | Buy |
32,847
+359
| +1% | +$69.6K | 1.55% | 17 |
|
|
2023
Q1 | $5.36M | Buy |
32,488
+1,090
| +3% | +$180K | 1.34% | 20 |
|
|
2022
Q4 | $4.08M | Buy |
+31,398
| New | +$4.08M | 1.22% | 23 |
|
|
2022
Q3 | – | Sell |
-16,028
| Closed | -$2.19M | – | 101 |
|
|
2022
Q2 | $2.19M | Sell |
16,028
-9,693
| -38% | -$1.33M | 0.8% | 36 |
|
|
2022
Q1 | $4.49M | Buy |
25,721
+1,586
| +7% | +$277K | 1.75% | 15 |
|
|
2021
Q4 | $4.29M | Buy |
+24,135
| New | +$4.29M | 1.67% | 14 |
|