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EdgeRock Capital’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.52M | Buy |
31,765
+5,974
| +23% | +$1.23M | 2.06% | 15 |
|
|
2025
Q1 | $5.73M | Sell |
25,791
-1,926
| -7% | -$428K | 4.08% | 9 |
|
|
2024
Q4 | $6.94M | Buy |
27,717
+692
| +3% | +$173K | 4.55% | 6 |
|
|
2024
Q3 | $6.3M | Buy |
+27,025
| New | +$6.3M | 4.43% | 6 |
|
|
2024
Q2 | – | Sell |
-23,539
| Closed | -$4.04M | – | 288 |
|
|
2024
Q1 | $4.04M | Buy |
23,539
+573
| +2% | +$98.3K | 3.21% | 8 |
|
|
2023
Q4 | $4.27M | Buy |
22,966
+1,987
| +9% | +$369K | 3.11% | 9 |
|
|
2023
Q3 | $3.59M | Buy |
20,979
+2,812
| +15% | +$481K | 2.18% | 10 |
|
|
2023
Q2 | $3.52M | Sell |
18,167
-1,034
| -5% | -$201K | 1.71% | 13 |
|
|
2023
Q1 | $3.17M | Buy |
19,201
+1,370
| +8% | +$226K | 1.63% | 13 |
|
|
2022
Q4 | $2.32M | Buy |
17,831
+393
| +2% | +$51.1K | 1.29% | 14 |
|
|
2022
Q3 | $2.41M | Buy |
17,438
+433
| +3% | +$59.8K | 1.37% | 13 |
|
|
2022
Q2 | $2.33M | Buy |
+17,005
| New | +$2.33M | 1.59% | 12 |
|