Eldridge Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Buy |
24,528
+942
| +4% | +$193K | 1.05% | 28 |
|
|
2025
Q1 | $5.24M | Sell |
23,586
-1,662
| -7% | -$369K | 1.21% | 23 |
|
|
2024
Q4 | $6.32M | Sell |
25,248
-45
| -0.2% | -$11.3K | 1.47% | 19 |
|
|
2024
Q3 | $5.89M | Buy |
25,293
+98
| +0.4% | +$22.8K | 1.38% | 20 |
|
|
2024
Q2 | $5.31M | Buy |
25,195
+871
| +4% | +$183K | 1.34% | 19 |
|
|
2024
Q1 | $4.17M | Sell |
24,324
-130
| -0.5% | -$22.3K | 1.07% | 25 |
|
|
2023
Q4 | $4.71M | Sell |
24,454
-647
| -3% | -$125K | 1.23% | 20 |
|
|
2023
Q3 | $4.3M | Buy |
25,101
+285
| +1% | +$48.8K | 1.43% | 19 |
|
|
2023
Q2 | $4.81M | Buy |
24,816
+1,211
| +5% | +$235K | 1.57% | 20 |
|
|
2023
Q1 | $3.89M | Sell |
23,605
-170
| -0.7% | -$28K | 1.35% | 18 |
|
|
2022
Q4 | $3.09M | Buy |
23,775
+415
| +2% | +$53.9K | 1.08% | 23 |
|
|
2022
Q3 | $3.23M | Hold |
23,360
| – | – | 1.25% | 20 |
|
|
2022
Q2 | $3.19M | Buy |
23,360
+55
| +0.2% | +$7.52K | 1.2% | 20 |
|
|
2022
Q1 | $4.07M | Sell |
23,305
-574
| -2% | -$100K | 1.38% | 14 |
|
|
2021
Q4 | $4.24M | Sell |
23,879
-90
| -0.4% | -$16K | 1.4% | 13 |
|
|
2021
Q3 | $3.39M | Sell |
23,969
-25
| -0.1% | -$3.54K | 1.21% | 15 |
|
|
2021
Q2 | $3.29M | Sell |
23,994
-420
| -2% | -$57.5K | 1.19% | 14 |
|
|
2021
Q1 | $2.98M | Hold |
24,414
| – | – | 1.15% | 15 |
|
|
2020
Q4 | $3.24M | Sell |
24,414
-770
| -3% | -$102K | 1.35% | 16 |
|
|
2020
Q3 | $2.92M | Buy |
25,184
+2,752
| +12% | +$319K | 1.37% | 16 |
|
|
2020
Q2 | $2.05M | Sell |
22,432
-2,692
| -11% | -$246K | 1.02% | 17 |
|
|
2020
Q1 | $1.6M | Buy |
25,124
+360
| +1% | +$22.9K | 0.91% | 23 |
|
|
2019
Q4 | $1.82M | Buy |
24,764
+400
| +2% | +$29.4K | 0.89% | 21 |
|
|
2019
Q3 | $1.36M | Buy |
24,364
+80
| +0.3% | +$4.48K | 0.7% | 24 |
|
|
2019
Q2 | $1.2M | Buy |
24,284
+1,624
| +7% | +$80.4K | 0.64% | 27 |
|
|
2019
Q1 | $1.08M | Buy |
22,660
+800
| +4% | +$38K | 0.58% | 30 |
|
|
2018
Q4 | $862K | Buy |
21,860
+5,808
| +36% | +$229K | 0.53% | 30 |
|
|
2018
Q3 | $905K | Sell |
16,052
-972
| -6% | -$54.8K | 0.58% | 25 |
|
|
2018
Q2 | $787K | Sell |
17,024
-796
| -4% | -$36.8K | 0.56% | 27 |
|
|
2018
Q1 | $747K | Buy |
+17,820
| New | +$747K | 0.56% | 27 |
|