Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.09M Buy
20,047
+50
+0.3% +$13K 1.44% 16
2025
Q4
$5.44M Sell
19,997
-416
-2% -$112K 1.53% 14
2025
Q3
$5.2M Buy
20,413
+7
+0% +$1.58K 1.44% 15
2025
Q2
$4.19M Sell
20,406
-1,201
-6% -$243K 1.25% 23
2025
Q1
$4.8M Buy
21,607
+3,913
+22% +$907K 1.53% 16
2024
Q4
$4.25M Sell
17,694
-1,400
-7% -$330K 1.33% 23
2024
Q3
$4.45M Buy
19,094
+49
+0.3% +$10.9K 1.36% 21
2024
Q2
$4.01M Sell
19,045
-6
-0% -$1.12K 1.28% 24
2024
Q1
$3.27M Sell
19,051
-403
-2% -$73.3K 1.06% 32
2023
Q4
$3.75M Buy
19,454
+1,228
+7% +$227K 1.29% 25
2023
Q3
$3.12M Sell
18,226
-28
-0.2% -$5.13K 1.16% 31
2023
Q2
$3.54M Sell
18,254
-528
-3% -$92K 1.31% 29
2023
Q1
$3.1M Buy
18,782
+11,391
+154% +$1.68M 1.16% 31
2022
Q4
$960K Hold
7,391
0.39% 73
2022
Q3
$1.02M Buy
7,391
+312
+4% +$49K 0.43% 75
2022
Q2
$968K Sell
7,079
-600
-8% -$90.9K 0.38% 78
2022
Q1
$1.34M Sell
7,679
-600
-7% -$101K 0.47% 68
2021
Q4
$1.47M Buy
8,279
+3,709
+81% +$586K 0.5% 65
2021
Q3
$647K Sell
4,570
-8,800
-66% -$1.3M 0.19% 96
2021
Q2
$1.83M Sell
13,370
-14,350
-52% -$1.86M 0.52% 66
2021
Q1
$3.39M Sell
27,720
-676
-2% -$86.8K 0.99% 35
2020
Q4
$3.77M Buy
28,396
+13,094
+86% +$1.57M 1.21% 27
2020
Q3
$1.77M Sell
15,302
-13,266
-46% -$1.45M 0.61% 55
2020
Q2
$2.6M Sell
28,568
-1,484
-5% -$115K 0.99% 38
2020
Q1
$1.91M Buy
30,052
+21,380
+247% +$1.57M 0.84% 46
2019
Q4
$636K Sell
8,672
-13,820
-61% -$889K 0.22% 89
2019
Q3
$1.26M Sell
22,492
-8,212
-27% -$429K 0.47% 73
2019
Q2
$1.52M Buy
30,704
+8,124
+36% +$396K 0.56% 61
2019
Q1
$1.07M Buy
22,580
+8
+0% +$339 0.42% 78
2018
Q4
$890K Buy
22,572
+4
+0% +$194 0.4% 77
2018
Q3
$1.27M Buy
22,568
+12,044
+114% +$627K 0.49% 68
2018
Q2
$487K Sell
10,524
-13,992
-57% -$635K 0.19% 92
2018
Q1
$1.03M Buy
24,516
+8,004
+48% +$345K 0.42% 71
2017
Q4
$699K Buy
16,512
+9,380
+132% +$392K 0.28% 75
2017
Q3
$275K Buy
7,132
+4
+0.1% +$155 0.11% 122
2017
Q2
$257K Buy
+7,128
New +$264K 0.11% 124
2016
Q3
Sell
-12,000
Closed -$287K 130
2016
Q2
$287K Buy
12,000
+4,096
+52% +$102K 0.15% 107
2016
Q1
$215K Buy
7,904
+4
+0.1% +$100 0.11% 126
2015
Q4
$208K Buy
+7,900
New +$226K 0.12% 104
2015
Q3
Sell
-7,828
Closed -$246K 135
2015
Q2
$246K Buy
+7,828
New +$250K 0.14% 102
2013
Q4
Sell
-20,020
Closed -$343K 122
2013
Q3
$343K Buy
+20,020
New +$332K 0.2% 81

Other funds holding AAPL