EA
Emerald Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Buy |
22,017
+1,634
| +8% | +$335K | 0.58% | 10 |
|
|
2025
Q1 | $4.53M | Buy |
20,383
+667
| +3% | +$148K | 0.6% | 9 |
|
|
2024
Q4 | $4.94M | Sell |
19,716
-287
| -1% | -$71.9K | 0.68% | 9 |
|
|
2024
Q3 | $4.7M | Sell |
20,003
-475
| -2% | -$112K | 0.68% | 10 |
|
|
2024
Q2 | $4.31M | Buy |
20,478
+430
| +2% | +$90.6K | 0.65% | 10 |
|
|
2024
Q1 | $3.44M | Buy |
20,048
+151
| +0.8% | +$25.9K | 0.61% | 10 |
|
|
2023
Q4 | $3.83M | Buy |
19,897
+122
| +0.6% | +$23.5K | 0.73% | 10 |
|
|
2023
Q3 | $3.39M | Sell |
19,775
-252
| -1% | -$43.1K | 0.79% | 10 |
|
|
2023
Q2 | $3.88M | Buy |
20,027
+165
| +0.8% | +$32K | 0.93% | 9 |
|
|
2023
Q1 | $3.28M | Sell |
19,862
-46
| -0.2% | -$7.59K | 0.84% | 9 |
|
|
2022
Q4 | $2.59M | Sell |
19,908
-175
| -0.9% | -$22.7K | 0.72% | 10 |
|
|
2022
Q3 | $2.78M | Buy |
20,083
+178
| +0.9% | +$24.6K | 0.81% | 8 |
|
|
2022
Q2 | $2.72M | Buy |
19,905
+465
| +2% | +$63.6K | 0.76% | 10 |
|
|
2022
Q1 | $3.39M | Sell |
19,440
-358
| -2% | -$62.5K | 0.8% | 9 |
|
|
2021
Q4 | $3.52M | Buy |
19,798
+3,936
| +25% | +$699K | 0.85% | 7 |
|
|
2021
Q3 | $2.24M | Buy |
15,862
+744
| +5% | +$105K | 0.64% | 16 |
|
|
2021
Q2 | $2.07M | Buy |
15,118
+471
| +3% | +$64.5K | 0.65% | 16 |
|
|
2021
Q1 | $1.79M | Sell |
14,647
-3,360
| -19% | -$410K | 0.65% | 17 |
|
|
2020
Q4 | $2.39M | Buy |
18,007
+856
| +5% | +$114K | 0.82% | 11 |
|
|
2020
Q3 | $1.99M | Buy |
17,151
+13,416
| +359% | +$1.55M | 0.76% | 14 |
|
|
2020
Q2 | $1.36M | Sell |
3,735
-1
| -0% | -$365 | 0.6% | 21 |
|
|
2020
Q1 | $1.16M | Sell |
3,736
-1,236
| -25% | -$383K | 0.52% | 20 |
|
|
2019
Q4 | $1.54M | Buy |
+4,972
| New | +$1.54M | 1.46% | 5 |
|