EPIQ Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
15,645
-1,120
| -7% | -$230K | 1.64% | 19 |
|
|
2025
Q1 | $3.72M | Sell |
16,765
-69
| -0.4% | -$15.3K | 1.96% | 16 |
|
|
2024
Q4 | $4.22M | Sell |
16,834
-48
| -0.3% | -$12K | 2.28% | 15 |
|
|
2024
Q3 | $3.93M | Buy |
16,882
+247
| +1% | +$57.6K | 2.18% | 16 |
|
|
2024
Q2 | $3.5M | Sell |
16,635
-548
| -3% | -$115K | 2.37% | 16 |
|
|
2024
Q1 | $2.95M | Buy |
17,183
+1,862
| +12% | +$319K | 1.96% | 22 |
|
|
2023
Q4 | $2.95M | Sell |
15,321
-1,128
| -7% | -$217K | 2.12% | 20 |
|
|
2023
Q3 | $2.82M | Sell |
16,449
-1,741
| -10% | -$298K | 2.13% | 18 |
|
|
2023
Q2 | $3.53M | Sell |
18,190
-582
| -3% | -$113K | 2.4% | 16 |
|
|
2023
Q1 | $3.1M | Buy |
18,772
+455
| +2% | +$75K | 2.14% | 17 |
|
|
2022
Q4 | $2.38M | Sell |
18,317
-65
| -0.4% | -$8.45K | 1.58% | 22 |
|
|
2022
Q3 | $2.54M | Hold |
18,382
| – | – | 1.57% | 23 |
|
|
2022
Q2 | $2.51M | Sell |
18,382
-8
| -0% | -$1.09K | 1.54% | 26 |
|
|
2022
Q1 | $3.21M | Hold |
18,390
| – | – | 1.73% | 20 |
|
|
2021
Q4 | $3.27M | Sell |
18,390
-4,946
| -21% | -$878K | 1.74% | 20 |
|
|
2021
Q3 | $3.3M | Sell |
23,336
-232
| -1% | -$32.8K | 1.52% | 23 |
|
|
2021
Q2 | $3.23M | Buy |
23,568
+120
| +0.5% | +$16.4K | 1.62% | 25 |
|
|
2021
Q1 | $2.86M | Buy |
23,448
+191
| +0.8% | +$23.3K | 1.64% | 24 |
|
|
2020
Q4 | $3.09M | Buy |
23,257
+1,359
| +6% | +$180K | 2.15% | 17 |
|
|
2020
Q3 | $2.56M | Sell |
21,898
-4,102
| -16% | -$479K | 1.93% | 18 |
|
|
2020
Q2 | $2.37M | Hold |
26,000
| – | – | 2.16% | 16 |
|
|
2020
Q1 | $1.65M | Buy |
26,000
+1,352
| +5% | +$86K | 1.83% | 22 |
|
|
2019
Q4 | $1.81M | Buy |
+24,648
| New | +$1.81M | 1.84% | 25 |
|