EFG Asset Management (Americas)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
51,325
-6,477
| -11% | -$1.33M | 1.94% | 8 |
|
|
2025
Q1 | $12.8M | Sell |
57,802
-9,818
| -15% | -$2.18M | 2.6% | 7 |
|
|
2024
Q4 | $16.9M | Sell |
67,620
-871
| -1% | -$218K | 3.29% | 4 |
|
|
2024
Q3 | $16M | Sell |
68,491
-8,003
| -10% | -$1.86M | 3.12% | 3 |
|
|
2024
Q2 | $16.1M | Buy |
76,494
+23,588
| +45% | +$4.97M | 3.16% | 5 |
|
|
2024
Q1 | $9.07M | Sell |
52,906
-24,535
| -32% | -$4.21M | 2.76% | 7 |
|
|
2023
Q4 | $14.9M | Sell |
77,441
-719
| -0.9% | -$138K | 3.22% | 4 |
|
|
2023
Q3 | $13.4M | Sell |
78,160
-714
| -0.9% | -$122K | 3.21% | 4 |
|
|
2023
Q2 | $15.3M | Buy |
78,874
+7,528
| +11% | +$1.46M | 3.54% | 3 |
|
|
2023
Q1 | $11.8M | Sell |
71,346
-6,976
| -9% | -$1.15M | 2.81% | 3 |
|
|
2022
Q4 | $10.2M | Sell |
78,322
-40,677
| -34% | -$5.29M | 2.52% | 6 |
|
|
2022
Q3 | $16.5M | Sell |
118,999
-6,843
| -5% | -$949K | 4.17% | 1 |
|
|
2022
Q2 | $17.3M | Sell |
125,842
-58
| -0% | -$7.95K | 4.07% | 1 |
|
|
2022
Q1 | $22M | Sell |
125,900
-1,708
| -1% | -$299K | 4.09% | 2 |
|
|
2021
Q4 | $22.7M | Buy |
127,608
+12,420
| +11% | +$2.21M | 3.82% | 2 |
|
|
2021
Q3 | $16.3M | Buy |
115,188
+3,428
| +3% | +$487K | 2.91% | 4 |
|
|
2021
Q2 | $15.3M | Buy |
111,760
+222
| +0.2% | +$30.5K | 2.85% | 2 |
|
|
2021
Q1 | $13.7M | Buy |
111,538
+10,152
| +10% | +$1.24M | 2.79% | 4 |
|
|
2020
Q4 | $13.5M | Sell |
101,386
-3,373
| -3% | -$448K | 2.75% | 3 |
|
|
2020
Q3 | $12.1M | Buy |
104,759
+2,739
| +3% | +$317K | 2.73% | 3 |
|
|
2020
Q2 | $9.3M | Buy |
102,020
+224
| +0.2% | +$20.4K | 2.42% | 6 |
|
|
2020
Q1 | $6.47M | Buy |
101,796
+2,964
| +3% | +$188K | 2.08% | 11 |
|
|
2019
Q4 | $7.26M | Buy |
98,832
+20,800
| +27% | +$1.53M | 1.91% | 12 |
|
|
2019
Q3 | $4.37M | Sell |
78,032
-1,308
| -2% | -$73.2K | 1.32% | 28 |
|
|
2019
Q2 | $3.93M | Sell |
79,340
-388
| -0.5% | -$19.2K | 1.12% | 34 |
|
|
2019
Q1 | $3.79M | Buy |
79,728
+11,136
| +16% | +$529K | 1.15% | 33 |
|
|
2018
Q4 | $2.71M | Buy |
68,592
+23,556
| +52% | +$929K | 0.97% | 45 |
|
|
2018
Q3 | $2.54M | Buy |
45,036
+524
| +1% | +$29.6K | 0.73% | 54 |
|
|
2018
Q2 | $2.07M | Buy |
44,512
+6,888
| +18% | +$320K | 0.62% | 50 |
|
|
2018
Q1 | $1.58M | Sell |
37,624
-47,044
| -56% | -$1.97M | 0.65% | 41 |
|
|
2017
Q4 | $3.58M | Sell |
84,668
-3,376
| -4% | -$143K | 1.29% | 25 |
|
|
2017
Q3 | $3.39M | Sell |
88,044
-1,144
| -1% | -$44.1K | 1.29% | 19 |
|
|
2017
Q2 | $3.21M | Sell |
89,188
-40,212
| -31% | -$1.45M | 1.21% | 19 |
|
|
2017
Q1 | $4.65M | Sell |
129,400
-23,908
| -16% | -$859K | 1.79% | 8 |
|
|
2016
Q4 | $4.44M | Buy |
153,308
+2,872
| +2% | +$83.2K | 1.93% | 11 |
|
|
2016
Q3 | $4.25M | Buy |
150,436
+7,068
| +5% | +$200K | 1.8% | 15 |
|
|
2016
Q2 | $3.43M | Buy |
143,368
+232
| +0.2% | +$5.54K | 1.61% | 21 |
|
|
2016
Q1 | $3.9M | Buy |
143,136
+10,068
| +8% | +$274K | 1.95% | 13 |
|
|
2015
Q4 | $3.19M | Buy |
133,068
+30,044
| +29% | +$720K | 1.98% | 11 |
|
|
2015
Q3 | $2.86M | Buy |
103,024
+53,040
| +106% | +$1.47M | 1.78% | 10 |
|
|
2015
Q2 | $1.62M | Buy |
49,984
+29,344
| +142% | +$952K | 1% | 16 |
|
|
2015
Q1 | $642K | Sell |
20,640
-17,744
| -46% | -$552K | 0.5% | 29 |
|
|
2014
Q4 | $1.06M | Buy |
+38,384
| New | +$1.06M | 0.64% | 18 |
|
|
2014
Q3 | – | Sell |
-1,636
| Closed | -$38K | – | 101 |
|
|
2014
Q2 | $38K | Sell |
1,636
-26,364
| -94% | -$612K | 0.03% | 81 |
|
|
2014
Q1 | $537K | Hold |
28,000
| – | – | 0.44% | 12 |
|
|
2013
Q4 | $561K | Buy |
+28,000
| New | +$561K | 0.49% | 12 |
|