ECA
Elevated Capital Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Hold |
49,655
| – | – | 3.09% | 2 |
|
|
2025
Q1 | $11M | Buy |
49,655
+1,297
| +3% | +$288K | 3.09% | 2 |
|
|
2024
Q4 | $12.1M | Buy |
48,358
+3,488
| +8% | +$873K | 3.3% | 2 |
|
|
2024
Q3 | $10.5M | Buy |
44,870
+9,515
| +27% | +$2.22M | 2.78% | 2 |
|
|
2024
Q2 | $7.45M | Buy |
35,355
+2,163
| +7% | +$456K | 2.09% | 7 |
|
|
2024
Q1 | $5.69M | Buy |
33,192
+1,278
| +4% | +$219K | 1.63% | 12 |
|
|
2023
Q4 | $6.14M | Buy |
31,914
+803
| +3% | +$155K | 1.92% | 10 |
|
|
2023
Q3 | $5.33M | Buy |
31,111
+320
| +1% | +$54.8K | 1.81% | 11 |
|
|
2023
Q2 | $5.97M | Buy |
30,791
+609
| +2% | +$118K | 1.99% | 7 |
|
|
2023
Q1 | $4.98M | Buy |
30,182
+128
| +0.4% | +$21.1K | 1.78% | 10 |
|
|
2022
Q4 | $3.9M | Buy |
30,054
+2,163
| +8% | +$281K | 1.49% | 18 |
|
|
2022
Q3 | $3.86M | Buy |
+27,891
| New | +$3.86M | 1.52% | 18 |
|
|
2022
Q1 | $5.75M | Buy |
+32,911
| New | +$5.75M | 1.9% | 6 |
|
|
2021
Q3 | $4.74M | Buy |
+33,517
| New | +$4.74M | 1.64% | 11 |
|
|
2021
Q1 | $4.17M | Sell |
31,340
-1,825
| -6% | -$243K | 1.62% | 12 |
|
|
2020
Q4 | $4.4M | Buy |
33,165
+1,860
| +6% | +$247K | 1.91% | 9 |
|
|
2020
Q3 | $3.63M | Sell |
31,305
-3
| -0% | -$348 | 1.7% | 12 |
|
|
2020
Q2 | $4.11M | Buy |
+31,308
| New | +$4.11M | 1.93% | 12 |
|
|
2019
Q4 | $2.67M | Buy |
+9,107
| New | +$2.67M | 2.97% | 5 |
|
|
2019
Q1 | $3.1M | Buy |
+10,903
| New | +$3.1M | 2.05% | 8 |
|