Everett Harris & Co’s Apple AAPL Stock Holding History

Everett Harris & Co’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04B	Sell	4,111,105 -28,897	-0.7%	-$7.52M	13.43%	1
2025 Q4	$1.13B	Sell	4,140,002 -54,361	-1%	-$14.6M	13.62%	1
2025 Q3	$1.07B	Sell	4,194,363 -25,712	-0.6%	-$5.81M	13.17%	1
2025 Q2	$866M	Sell	4,220,075 -87,199	-2%	-$17.6M	11.11%	2
2025 Q1	$957M	Sell	4,307,274 -42,256	-1%	-$9.79M	12.29%	2
2024 Q4	$1.09B	Sell	4,349,530 -24,403	-0.6%	-$5.75M	13.75%	1
2024 Q3	$1.02B	Sell	4,373,933 -29,755	-0.7%	-$6.64M	12.64%	1
2024 Q2	$928M	Sell	4,403,688 -37,224	-0.8%	-$6.94M	11.86%	1
2024 Q1	$762M	Sell	4,440,912 -63,940	-1%	-$11.6M	10.09%	3
2023 Q4	$867M	Sell	4,504,852 -31,329	-0.7%	-$5.78M	12.41%	1
2023 Q3	$777M	Sell	4,536,181 -42,094	-0.9%	-$7.72M	12.11%	1
2023 Q2	$888M	Sell	4,578,275 -42,595	-0.9%	-$7.42M	13.48%	1
2023 Q1	$762M	Sell	4,620,870 -53,307	-1%	-$7.87M	12.35%	1
2022 Q4	$607M	Sell	4,674,177 -93,993	-2%	-$13.4M	10.44%	2
2022 Q3	$659M	Sell	4,768,170 -60,164	-1%	-$9.44M	12.13%	1
2022 Q2	$660M	Sell	4,828,334 -106,422	-2%	-$16.1M	11.42%	1
2022 Q1	$862M	Sell	4,934,756 -41,609	-0.8%	-$7M	12.25%	1
2021 Q4	$884M	Sell	4,976,365 -46,418	-0.9%	-$7.34M	12.26%	1
2021 Q3	$711M	Sell	5,022,783 -48,922	-1%	-$7.2M	11.23%	1
2021 Q2	$695M	Sell	5,071,705 -15,935	-0.3%	-$2.06M	11.11%	1
2021 Q1	$621M	Sell	5,087,640 -70,163	-1%	-$9.01M	10.78%	1
2020 Q4	$684M	Sell	5,157,803 -41,747	-0.8%	-$5.02M	12.1%	1
2020 Q3	$602M	Sell	5,199,550 -80,046	-2%	-$8.73M	11.76%	1
2020 Q2	$481M	Buy	5,279,596 +21,600	+0.4%	+$1.67M	10.62%	1
2020 Q1	$334M	Buy	5,257,996 +453,312	+9%	+$33.3M	8.61%	2
2019 Q4	$353M	Sell	4,804,684 -40,572	-0.8%	-$2.61M	7.97%	2
2019 Q3	$271M	Buy	4,845,256 +37,940	+0.8%	+$1.98M	6.7%	2
2019 Q2	$238M	Sell	4,807,316 -84,712	-2%	-$4.13M	5.95%	2
2019 Q1	$232M	Sell	4,892,028 -3,772	-0.1%	-$160K	6.03%	2
2018 Q4	$193M	Buy	4,895,800 +49,572	+1%	+$2.4M	5.48%	3
2018 Q3	$273M	Sell	4,846,228 -13,636	-0.3%	-$710K	6.85%	2
2018 Q2	$225M	Sell	4,859,864 -34,948	-0.7%	-$1.58M	6.13%	2
2018 Q1	$205M	Buy	4,894,812 +65,204	+1%	+$2.81M	5.69%	2
2017 Q4	$204M	Buy	4,829,608 +34,180	+0.7%	+$1.43M	5.7%	2
2017 Q3	$185M	Buy	4,795,428 +8,340	+0.2%	+$324K	5.55%	2
2017 Q2	$172M	Buy	4,787,088 +45,624	+1%	+$1.69M	5.33%	2
2017 Q1	$170M	Buy	4,741,464 +91,012	+2%	+$3M	5.57%	2
2016 Q4	$135M	Sell	4,650,452 -40,048	-0.9%	-$1.14M	4.73%	4
2016 Q3	$133M	Sell	4,690,500 -183,884	-4%	-$4.87M	4.69%	3
2016 Q2	$116M	Buy	4,874,384 +91,836	+2%	+$2.28M	4.16%	5
2016 Q1	$130M	Buy	4,782,548 +125,488	+3%	+$3.13M	4.68%	4
2015 Q4	$123M	Buy	4,657,060 +212,648	+5%	+$6.08M	4.28%	4
2015 Q3	$123M	Buy	4,444,412 +257,732	+6%	+$7.56M	4.49%	4
2015 Q2	$131M	Buy	4,186,680 +201,192	+5%	+$6.44M	4.61%	3
2015 Q1	$124M	Buy	3,985,488 +448,788	+13%	+$13.6M	4.25%	4
2014 Q4	$97.6M	Buy	3,536,700 +631,244	+22%	+$17.2M	3.34%	9
2014 Q3	$73.2M	Buy	2,905,456 +23,328	+0.8%	+$573K	2.64%	12
2014 Q2	$67M	Buy	2,882,128 +115,140	+4%	+$2.45M	2.47%	12
2014 Q1	$53M	Buy	2,766,988 +90,580	+3%	+$1.72M	1.97%	19
2013 Q4	$53.6M	Buy	2,676,408 +266,140	+11%	+$5.03M	2%	18
2013 Q3	$41M	Sell	2,410,268 -22,708	-0.9%	-$376K	1.67%	23
2013 Q2	$34.5M	Buy	+2,432,976	New	+$37.4M	1.44%	25