FDx Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
10,008
-137
| -1% | -$28.1K | 0.63% | 39 |
|
|
2025
Q1 | $2.25M | Sell |
10,145
-379
| -4% | -$84.2K | 0.73% | 36 |
|
|
2024
Q4 | $2.64M | Sell |
10,524
-533
| -5% | -$133K | 0.77% | 35 |
|
|
2024
Q3 | $2.58M | Buy |
11,057
+823
| +8% | +$192K | 0.7% | 37 |
|
|
2024
Q2 | $2.16M | Sell |
10,234
-5,114
| -33% | -$1.08M | 0.6% | 44 |
|
|
2024
Q1 | $2.63M | Sell |
15,348
-32,753
| -68% | -$5.62M | 0.4% | 73 |
|
|
2023
Q4 | $9.26M | Sell |
48,101
-3,246
| -6% | -$625K | 0.72% | 26 |
|
|
2023
Q3 | $8.79M | Sell |
51,347
-82,088
| -62% | -$14.1M | 0.73% | 27 |
|
|
2023
Q2 | $25.9M | Buy |
133,435
+23,650
| +22% | +$4.59M | 1.42% | 5 |
|
|
2023
Q1 | $14.3M | Hold |
109,785
| – | – | 0.62% | 40 |
|
|
2022
Q4 | $14.3M | Sell |
109,785
-1,087
| -1% | -$141K | 0.62% | 40 |
|
|
2022
Q3 | $15.3M | Buy |
110,872
+288
| +0.3% | +$39.8K | 0.69% | 31 |
|
|
2022
Q2 | $15.1M | Buy |
110,584
+91,638
| +484% | +$12.5M | 0.57% | 40 |
|
|
2022
Q1 | $3.31M | Sell |
18,946
-98,051
| -84% | -$17.1M | 0.11% | 155 |
|
|
2021
Q4 | $20.8M | Sell |
116,997
-8,866
| -7% | -$1.57M | 0.57% | 39 |
|
|
2021
Q3 | $17.8M | Buy |
125,863
+6,995
| +6% | +$990K | 0.57% | 39 |
|
|
2021
Q2 | $16.3M | Sell |
118,868
-2,723
| -2% | -$373K | 0.54% | 38 |
|
|
2021
Q1 | $14.9M | Sell |
121,591
-6,871
| -5% | -$839K | 0.56% | 38 |
|
|
2020
Q4 | $17M | Sell |
128,462
-18,634
| -13% | -$2.47M | 0.7% | 35 |
|
|
2020
Q3 | $17M | Sell |
147,096
-36,984
| -20% | -$4.28M | 0.8% | 29 |
|
|
2020
Q2 | $16.8M | Sell |
184,080
-8,736
| -5% | -$797K | 0.88% | 30 |
|
|
2020
Q1 | $12.3M | Buy |
192,816
+10,040
| +5% | +$638K | 0.8% | 32 |
|
|
2019
Q4 | $13.4M | Buy |
182,776
+4,784
| +3% | +$351K | 0.74% | 32 |
|
|
2019
Q3 | $9.97M | Buy |
177,992
+29,616
| +20% | +$1.66M | 0.69% | 37 |
|
|
2019
Q2 | $7.34M | Sell |
148,376
-1,204
| -0.8% | -$59.6K | 0.29% | 77 |
|
|
2019
Q1 | $7.1M | Sell |
149,580
-22,596
| -13% | -$1.07M | 0.29% | 72 |
|
|
2018
Q4 | $6.79M | Sell |
172,176
-60,940
| -26% | -$2.4M | 0.56% | 36 |
|
|
2018
Q3 | $13.2M | Buy |
233,116
+1,388
| +0.6% | +$78.3K | 0.49% | 36 |
|
|
2018
Q2 | $10.7M | Sell |
231,728
-104,968
| -31% | -$4.86M | 0.39% | 49 |
|
|
2018
Q1 | $14.1M | Buy |
336,696
+34,988
| +12% | +$1.47M | 0.42% | 43 |
|
|
2017
Q4 | $12.8M | Sell |
301,708
-12,688
| -4% | -$537K | 0.35% | 51 |
|
|
2017
Q3 | $12.1M | Sell |
314,396
-21,712
| -6% | -$837K | 0.33% | 55 |
|
|
2017
Q2 | $12.1M | Sell |
336,108
-104,940
| -24% | -$3.78M | 0.36% | 52 |
|
|
2017
Q1 | $15.8M | Sell |
441,048
-112,912
| -20% | -$4.06M | 0.48% | 37 |
|
|
2016
Q4 | $16M | Buy |
553,960
+213,536
| +63% | +$6.18M | 0.46% | 38 |
|
|
2016
Q3 | $9.62M | Sell |
340,424
-29,852
| -8% | -$844K | 0.4% | 44 |
|
|
2016
Q2 | $8.85M | Buy |
370,276
+54,548
| +17% | +$1.3M | 0.4% | 45 |
|
|
2016
Q1 | $8.6M | Sell |
315,728
-28,848
| -8% | -$786K | 0.39% | 55 |
|
|
2015
Q4 | $9.07M | Sell |
344,576
-22,400
| -6% | -$589K | 0.41% | 55 |
|
|
2015
Q3 | $10.1M | Sell |
366,976
-35,900
| -9% | -$990K | 0.87% | 22 |
|
|
2015
Q2 | $11.9M | Sell |
402,876
-5,124
| -1% | -$151K | 0.59% | 33 |
|
|
2015
Q1 | $12.7M | Sell |
408,000
-70,236
| -15% | -$2.18M | 0.28% | 84 |
|
|
2014
Q4 | $13.2M | Buy |
478,236
+36,868
| +8% | +$1.02M | 0.8% | 15 |
|
|
2014
Q3 | $11.1M | Sell |
441,368
-20,512
| -4% | -$517K | 0.72% | 20 |
|
|
2014
Q2 | $10.7M | Buy |
461,880
+165,612
| +56% | +$3.85M | 0.7% | 19 |
|
|
2014
Q1 | $5.68M | Buy |
296,268
+72,772
| +33% | +$1.39M | 0.47% | 26 |
|
|
2013
Q4 | $4.47M | Buy |
223,496
+38,136
| +21% | +$763K | 0.45% | 32 |
|
|
2013
Q3 | $3.16M | Buy |
185,360
+2,632
| +1% | +$44.8K | 0.37% | 49 |
|
|
2013
Q2 | $2.59M | Buy |
+182,728
| New | +$2.59M | 0.34% | 58 |
|