Ellsworth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.9M | Buy |
|
|||||
|
2025
Q2 | $7.45M | Buy |
|
|||||
|
2025
Q1 | $7.88M | Buy |
|
|||||
|
2024
Q4 | $8.81M | Buy |
|
|||||
|
2024
Q3 | $7.98M | Buy |
|
|||||
|
2024
Q2 | $7.09M | Buy |
|
|||||
|
2024
Q1 | $5.93M | Buy |
|
|||||
|
2023
Q4 | $6.25M | Sell |
|
|||||
|
2023
Q3 | $5.88M | Buy |
|
|||||
|
2023
Q2 | $6.47M | Sell |
|
|||||
|
2023
Q1 | $5.78M | Sell |
|
|||||
|
2022
Q4 | $4.89M | Sell |
|
|||||
|
2022
Q3 | $5.02M | Buy |
|
|||||
|
2022
Q2 | $4.5M | Sell |
|
|||||
|
2022
Q1 | $5.55M | Sell |
|
|||||
|
2021
Q4 | $6.93M | Sell |
|
|||||
|
2021
Q3 | $5.63M | Sell |
|
|||||
|
2021
Q2 | $5.49M | Sell |
|
|||||
|
2021
Q1 | $5.01M | Buy |
|
|||||
|
2020
Q4 | $5.28M | Buy |
|
|||||
|
2020
Q3 | $4.4M | Sell |
|
|||||
|
2020
Q2 | $4.88M | Buy |
|