Edge Capital Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $28.6M | Buy |
114,186
+3,821
| +3% | +$957K | 1.27% | 17 |
|
|
2024
Q3 | $25.7M | Sell |
110,365
-2,963
| -3% | -$690K | 1.14% | 21 |
|
|
2024
Q2 | $23.9M | Buy |
113,328
+1,186
| +1% | +$250K | 1.16% | 21 |
|
|
2024
Q1 | $19.2M | Sell |
112,142
-9,684
| -8% | -$1.66M | 0.96% | 26 |
|
|
2023
Q4 | $23.5M | Buy |
121,826
+782
| +0.6% | +$151K | 1.31% | 15 |
|
|
2023
Q3 | $20.7M | Sell |
121,044
-50,327
| -29% | -$8.62M | 1.34% | 17 |
|
|
2023
Q2 | $33.2M | Buy |
171,371
+5,594
| +3% | +$1.09M | 1.91% | 9 |
|
|
2023
Q1 | $27.3M | Buy |
165,777
+38,867
| +31% | +$6.41M | 1.68% | 11 |
|
|
2022
Q4 | $16.5M | Buy |
126,910
+8,036
| +7% | +$1.04M | 1.15% | 18 |
|
|
2022
Q3 | $16.4M | Buy |
118,874
+218
| +0.2% | +$30.1K | 1.35% | 14 |
|
|
2022
Q2 | $16.2M | Buy |
118,656
+18,767
| +19% | +$2.57M | 1.4% | 13 |
|
|
2022
Q1 | $17.4M | Sell |
99,889
-133
| -0.1% | -$23.2K | 1.2% | 14 |
|
|
2021
Q4 | $17.8M | Sell |
100,022
-1,066
| -1% | -$189K | 1.26% | 13 |
|
|
2021
Q3 | $14.3M | Sell |
101,088
-694
| -0.7% | -$98.2K | 1.14% | 17 |
|
|
2021
Q2 | $13.9M | Sell |
101,782
-8,735
| -8% | -$1.2M | 1.11% | 18 |
|
|
2021
Q1 | $13.5M | Sell |
110,517
-43,987
| -28% | -$5.38M | 1.13% | 16 |
|
|
2020
Q4 | $20.6M | Buy |
154,504
+45,125
| +41% | +$6M | 1.73% | 8 |
|
|
2020
Q3 | $12.7M | Buy |
109,379
+13,863
| +15% | +$1.61M | 1.27% | 15 |
|
|
2020
Q2 | $8.71M | Sell |
95,516
-1,500
| -2% | -$137K | 0.91% | 24 |
|
|
2020
Q1 | $6.17M | Buy |
97,016
+4,648
| +5% | +$296K | 0.74% | 40 |
|
|
2019
Q4 | $6.78M | Sell |
92,368
-2,724
| -3% | -$200K | 0.66% | 41 |
|
|
2019
Q3 | $5.33M | Sell |
95,092
-2,776
| -3% | -$155K | 0.54% | 53 |
|
|
2019
Q2 | $4.84M | Buy |
97,868
+5,684
| +6% | +$281K | 0.47% | 57 |
|
|
2019
Q1 | $4.38M | Buy |
92,184
+9,604
| +12% | +$456K | 0.43% | 57 |
|
|
2018
Q4 | $3.26M | Buy |
+82,580
| New | +$3.26M | 0.35% | 64 |
|