EPP
ETF Portfolio Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Hold |
11,087
| – | – | 0.63% | 24 |
|
|
2025
Q1 | $2.46M | Hold |
11,087
| – | – | 0.74% | 23 |
|
|
2024
Q4 | $2.78M | Buy |
11,087
+500
| +5% | +$125K | 0.83% | 16 |
|
|
2024
Q3 | $2.47M | Hold |
10,587
| – | – | 0.73% | 18 |
|
|
2024
Q2 | $2.23M | Buy |
10,587
+327
| +3% | +$68.9K | 0.7% | 19 |
|
|
2024
Q1 | $1.76M | Hold |
10,260
| – | – | 0.56% | 23 |
|
|
2023
Q4 | $1.98M | Hold |
10,260
| – | – | 0.66% | 19 |
|
|
2023
Q3 | $1.76M | Buy |
10,260
+100
| +1% | +$17.1K | 0.65% | 19 |
|
|
2023
Q2 | $1.97M | Hold |
10,160
| – | – | 0.71% | 17 |
|
|
2023
Q1 | $1.68M | Hold |
10,160
| – | – | 0.63% | 20 |
|
|
2022
Q4 | $1.32M | Hold |
10,160
| – | – | 0.56% | 24 |
|
|
2022
Q3 | $1.4M | Hold |
10,160
| – | – | 0.62% | 21 |
|
|
2022
Q2 | $1.39M | Buy |
10,160
+80
| +0.8% | +$10.9K | 0.6% | 23 |
|
|
2022
Q1 | $1.76M | Hold |
10,080
| – | – | 0.66% | 18 |
|
|
2021
Q4 | $1.79M | Hold |
10,080
| – | – | 0.68% | 18 |
|
|
2021
Q3 | $1.43M | Hold |
10,080
| – | – | 0.57% | 18 |
|
|
2021
Q2 | $1.38M | Hold |
10,080
| – | – | 0.56% | 18 |
|
|
2021
Q1 | $1.23M | Hold |
10,080
| – | – | 0.55% | 20 |
|
|
2020
Q4 | $1.34M | Hold |
10,080
| – | – | 0.62% | 20 |
|
|
2020
Q3 | $1.17M | Buy |
10,080
+7,560
| +300% | +$875K | 0.61% | 20 |
|
|
2020
Q2 | $919K | Hold |
2,520
| – | – | 0.5% | 21 |
|
|
2020
Q1 | $641K | Hold |
2,520
| – | – | 0.41% | 22 |
|
|
2019
Q4 | $740K | Hold |
2,520
| – | – | 0.39% | 22 |
|
|
2019
Q3 | $564K | Hold |
2,520
| – | – | 0.32% | 22 |
|
|
2019
Q2 | $499K | Hold |
2,520
| – | – | 0.27% | 27 |
|
|
2019
Q1 | $479K | Hold |
2,520
| – | – | 0.29% | 27 |
|
|
2018
Q4 | $398K | Hold |
2,520
| – | – | 0.27% | 26 |
|
|
2018
Q3 | $569K | Hold |
2,520
| – | – | 0.35% | 18 |
|
|
2018
Q2 | $466K | Hold |
2,520
| – | – | 0.3% | 18 |
|
|
2018
Q1 | $423K | Hold |
2,520
| – | – | 0.28% | 19 |
|
|
2017
Q4 | $426K | Hold |
2,520
| – | – | 0.29% | 19 |
|
|
2017
Q3 | $388K | Hold |
2,520
| – | – | 0.28% | 19 |
|
|
2017
Q2 | $363K | Hold |
2,520
| – | – | 0.26% | 18 |
|
|
2017
Q1 | $362K | Hold |
2,520
| – | – | 0.27% | 18 |
|
|
2016
Q4 | $292K | Hold |
2,520
| – | – | 0.23% | 19 |
|
|
2016
Q3 | $285K | Sell |
2,520
-145
| -5% | -$16.4K | 0.23% | 21 |
|
|
2016
Q2 | $255K | Buy |
2,665
+145
| +6% | +$13.9K | 0.22% | 22 |
|
|
2016
Q1 | $275K | Hold |
2,520
| – | – | 0.24% | 25 |
|
|
2015
Q4 | $265K | Hold |
2,520
| – | – | 0.23% | 24 |
|
|
2015
Q3 | $278K | Buy |
+2,520
| New | +$278K | 0.26% | 21 |
|