Everett Harris & Co’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866M | Sell |
|
|||||
|
2025
Q1 | $957M | Sell |
|
|||||
|
2024
Q4 | $1.09B | Sell |
|
|||||
|
2024
Q3 | $1.02B | Sell |
|
|||||
|
2024
Q2 | $928M | Sell |
|
|||||
|
2024
Q1 | $762M | Sell |
|
|||||
|
2023
Q4 | $867M | Sell |
|
|||||
|
2023
Q3 | $777M | Sell |
|
|||||
|
2023
Q2 | $888M | Sell |
|
|||||
|
2023
Q1 | $762M | Sell |
|
|||||
|
2022
Q4 | $607M | Sell |
|
|||||
|
2022
Q3 | $659M | Sell |
|
|||||
|
2022
Q2 | $660M | Sell |
|
|||||
|
2022
Q1 | $862M | Sell |
|
|||||
|
2021
Q4 | $884M | Sell |
|
|||||
|
2021
Q3 | $711M | Sell |
|
|||||
|
2021
Q2 | $695M | Sell |
|
|||||
|
2021
Q1 | $621M | Sell |
|
|||||
|
2020
Q4 | $684M | Sell |
|
|||||
|
2020
Q3 | $602M | Sell |
|
|||||
|
2020
Q2 | $481M | Buy |
|
|||||
|
2020
Q1 | $334M | Buy |
|
|||||
|
2019
Q4 | $353M | Sell |
|
|||||
|
2019
Q3 | $271M | Buy |
|
|||||
|
2019
Q2 | $238M | Sell |
|
|||||
|
2019
Q1 | $232M | Sell |
|
|||||
|
2018
Q4 | $193M | Buy |
|
|||||
|
2018
Q3 | $273M | Sell |
|
|||||
|
2018
Q2 | $225M | Sell |
|
|||||
|
2018
Q1 | $205M | Buy |
|
|||||
|
2017
Q4 | $204M | Buy |
|
|||||
|
2017
Q3 | $185M | Buy |
|
|||||
|
2017
Q2 | $172M | Buy |
|
|||||
|
2017
Q1 | $170M | Buy |
|
|||||
|
2016
Q4 | $135M | Sell |
|
|||||
|
2016
Q3 | $133M | Sell |
|
|||||
|
2016
Q2 | $116M | Buy |
|
|||||
|
2016
Q1 | $130M | Buy |
|
|||||
|
2015
Q4 | $123M | Buy |
|
|||||
|
2015
Q3 | $123M | Buy |
|
|||||
|
2015
Q2 | $131M | Buy |
|
|||||
|
2015
Q1 | $124M | Buy |
|
|||||
|
2014
Q4 | $97.6M | Buy |
|
|||||
|
2014
Q3 | $73.2M | Buy |
|
|||||
|
2014
Q2 | $67M | Buy |
|
|||||
|
2014
Q1 | $53M | Buy |
|
|||||
|
2013
Q4 | $53.6M | Buy |
|
|||||
|
2013
Q3 | $41M | Sell |
|
|||||
|
2013
Q2 | $34.5M | Buy |
|