EF
Empowered Funds’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135M | Buy |
657,753
+181,067
| +38% | +$37.1M | 1.53% | 3 |
|
|
2025
Q1 | $106M | Sell |
476,686
-18,677
| -4% | -$4.15M | 1.51% | 2 |
|
|
2024
Q4 | $124M | Buy |
495,363
+68,537
| +16% | +$17.2M | 1.81% | 1 |
|
|
2024
Q3 | $99.5M | Sell |
426,826
-17,659
| -4% | -$4.11M | 1.56% | 2 |
|
|
2024
Q2 | $93.6M | Buy |
444,485
+166,106
| +60% | +$35M | 1.62% | 5 |
|
|
2024
Q1 | $47.7M | Buy |
278,379
+75,939
| +38% | +$13M | 0.86% | 8 |
|
|
2023
Q4 | $39M | Buy |
202,440
+31,120
| +18% | +$5.99M | 0.98% | 5 |
|
|
2023
Q3 | $29.3M | Buy |
171,320
+26,080
| +18% | +$4.47M | 0.86% | 9 |
|
|
2023
Q2 | $28.2M | Buy |
145,240
+30,993
| +27% | +$6.01M | 0.99% | 7 |
|
|
2023
Q1 | $18.8M | Buy |
+114,247
| New | +$18.8M | 1.11% | 10 |
|
|
2022
Q4 | – | Sell |
-28,067
| Closed | -$3.88M | – | 227 |
|
|
2022
Q3 | $3.88M | Buy |
28,067
+15,875
| +130% | +$2.19M | 0.38% | 64 |
|
|
2022
Q2 | $1.67M | Buy |
12,192
+1,447
| +13% | +$198K | 0.21% | 131 |
|
|
2022
Q1 | $1.88M | Buy |
10,745
+5,140
| +92% | +$897K | 0.21% | 126 |
|
|
2021
Q4 | $995K | Buy |
5,605
+3,555
| +173% | +$631K | 0.11% | 156 |
|
|
2021
Q3 | $290K | Buy |
2,050
+228
| +13% | +$32.3K | 0.04% | 203 |
|
|
2021
Q2 | $250K | Buy |
+1,822
| New | +$250K | 0.03% | 216 |
|
|
2020
Q4 | – | Sell |
-11,454
| Closed | -$1.33M | – | 163 |
|
|
2020
Q3 | $1.33M | Buy |
11,454
+7,625
| +199% | +$883K | 0.41% | 92 |
|
|
2020
Q2 | $1.4M | Buy |
+3,829
| New | +$1.4M | 0.54% | 65 |
|
|
2017
Q3 | – | Sell |
-10,468
| Closed | -$1.51M | – | 95 |
|
|
2017
Q2 | $1.51M | Sell |
10,468
-812
| -7% | -$117K | 1.22% | 41 |
|
|
2017
Q1 | $1.62M | Buy |
+11,280
| New | +$1.62M | 1.66% | 9 |
|