Financial 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 | $5.2M | Sell |
25,346
-959
| -4% | -$197K | 0.97% | 11 |
|
|
2025
Q1 | $5.84M | Sell |
26,305
-46
| -0.2% | -$10.2K | 1.15% | 9 |
|
|
2024
Q4 | $6.6M | Buy |
26,351
+905
| +4% | +$227K | 1.27% | 9 |
|
|
2024
Q3 | $5.93M | Buy |
25,446
+581
| +2% | +$135K | 1.13% | 10 |
|
|
2024
Q2 | $5.24M | Sell |
24,865
-129
| -0.5% | -$27.2K | 1.07% | 10 |
|
|
2024
Q1 | $4.29M | Sell |
24,994
-15
| -0.1% | -$2.57K | 0.89% | 11 |
|
|
2023
Q4 | $4.81M | Buy |
25,009
+83
| +0.3% | +$16K | 1.08% | 10 |
|
|
2023
Q3 | $4.27M | Sell |
24,926
-989
| -4% | -$169K | 1.06% | 10 |
|
|
2023
Q2 | $5.03M | Buy |
25,915
+377
| +1% | +$73.1K | 1.2% | 9 |
|
|
2023
Q1 | $4.21M | Buy |
25,538
+5
| +0% | +$825 | 1.07% | 10 |
|
|
2022
Q4 | $3.32M | Buy |
25,533
+747
| +3% | +$97.1K | 0.91% | 13 |
|
|
2022
Q3 | $3.43M | Sell |
24,786
-50
| -0.2% | -$6.92K | 1.19% | 11 |
|
|
2022
Q2 | $3.4M | Buy |
24,836
+902
| +4% | +$123K | 1.2% | 10 |
|
|
2022
Q1 | $4.18M | Buy |
23,934
+193
| +0.8% | +$33.7K | 1.3% | 9 |
|
|
2021
Q4 | $4.22M | Buy |
23,741
+201
| +0.9% | +$35.7K | 1.28% | 10 |
|
|
2021
Q3 | $3.33M | Buy |
23,540
+8
| +0% | +$1.13K | 1.13% | 13 |
|
|
2021
Q2 | $3.22M | Sell |
23,532
-2,489
| -10% | -$341K | 1.13% | 12 |
|
|
2021
Q1 | $3.18M | Buy |
26,021
+2,744
| +12% | +$335K | 1.27% | 11 |
|
|
2020
Q4 | $3.09M | Sell |
23,277
-230
| -1% | -$30.5K | 1.37% | 11 |
|
|
2020
Q3 | $2.72M | Buy |
23,507
+311
| +1% | +$36K | 1.43% | 10 |
|
|
2020
Q2 | $2.12M | Sell |
23,196
-472
| -2% | -$43K | 1.18% | 10 |
|
|
2020
Q1 | $1.51M | Sell |
23,668
-164
| -0.7% | -$10.4K | 1.02% | 11 |
|
|
2019
Q4 | $1.75M | Buy |
23,832
+708
| +3% | +$52K | 0.99% | 11 |
|
|
2019
Q3 | $1.3M | Buy |
23,124
+720
| +3% | +$40.3K | 0.79% | 11 |
|
|
2019
Q2 | $1.11M | Buy |
22,404
+72
| +0.3% | +$3.56K | 0.71% | 11 |
|
|
2019
Q1 | $1.06M | Buy |
22,332
+1,720
| +8% | +$81.7K | 0.72% | 12 |
|
|
2018
Q4 | $813K | Buy |
+20,612
| New | +$813K | 0.66% | 12 |
|