Financial Advocates Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.6M | Buy |
222,140
+133,275
| +150% | +$27.3M | 3.71% | 1 |
|
|
2025
Q1 | $19.7M | Sell |
88,865
-263,829
| -75% | -$58.6M | 1.38% | 9 |
|
|
2024
Q4 | $88.3M | Sell |
352,694
-13,633
| -4% | -$3.41M | 5.03% | 1 |
|
|
2024
Q3 | $85.4M | Sell |
366,327
-10,221
| -3% | -$2.38M | 4.82% | 1 |
|
|
2024
Q2 | $79.3M | Sell |
376,548
-21,708
| -5% | -$4.57M | 4.92% | 1 |
|
|
2024
Q1 | $68.3M | Buy |
398,256
+15,851
| +4% | +$2.72M | 3.95% | 2 |
|
|
2023
Q4 | $73.6M | Sell |
382,405
-8,254
| -2% | -$1.59M | 4.81% | 1 |
|
|
2023
Q3 | $66.9M | Sell |
390,659
-764
| -0.2% | -$131K | 4.82% | 1 |
|
|
2023
Q2 | $75.9M | Sell |
391,423
-12,431
| -3% | -$2.41M | 5.42% | 1 |
|
|
2023
Q1 | $66.6M | Buy |
403,854
+11,696
| +3% | +$1.93M | 4.79% | 1 |
|
|
2022
Q4 | $51M | Buy |
392,158
+74,652
| +24% | +$9.7M | 3.8% | 1 |
|
|
2022
Q3 | $43.8M | Sell |
317,506
-72,094
| -19% | -$9.95M | 3.61% | 1 |
|
|
2022
Q2 | $53.3M | Sell |
389,600
-21,033
| -5% | -$2.88M | 4.32% | 1 |
|
|
2022
Q1 | $71.7M | Buy |
+410,633
| New | +$71.7M | 4.72% | 1 |
|
|
2021
Q4 | – | Sell |
-418,384
| Closed | -$59.2M | – | 760 |
|
|
2021
Q3 | $59.2M | Sell |
418,384
-43,493
| -9% | -$6.15M | 4% | 1 |
|
|
2021
Q2 | $63.2M | Buy |
461,877
+15,736
| +4% | +$2.15M | 4.23% | 1 |
|
|
2021
Q1 | $54.5M | Sell |
446,141
-21,030
| -5% | -$2.57M | 3.86% | 1 |
|
|
2020
Q4 | $62M | Buy |
467,171
+57,240
| +14% | +$7.6M | 4.24% | 1 |
|
|
2020
Q3 | $47.5M | Buy |
409,931
+22,603
| +6% | +$2.62M | 4.05% | 1 |
|
|
2020
Q2 | $35.4M | Buy |
387,328
+13,684
| +4% | +$1.25M | 3.36% | 1 |
|
|
2020
Q1 | $20.1M | Sell |
373,644
-16,000
| -4% | -$862K | 2.87% | 1 |
|
|
2019
Q4 | $28.6M | Sell |
389,644
-5,960
| -2% | -$438K | 3.05% | 3 |
|
|
2019
Q3 | $22.2M | Buy |
395,604
+49,640
| +14% | +$2.78M | 2.53% | 4 |
|
|
2019
Q2 | $17.1M | Buy |
345,964
+304
| +0.1% | +$15.1K | 1.99% | 6 |
|
|
2019
Q1 | $16.4M | Sell |
345,660
-3,520
| -1% | -$167K | 2.04% | 5 |
|
|
2018
Q4 | $13.8M | Sell |
349,180
-29,860
| -8% | -$1.18M | 1.88% | 8 |
|
|
2018
Q3 | $21.4M | Buy |
379,040
+2,428
| +0.6% | +$137K | 2.39% | 5 |
|
|
2018
Q2 | $17.6M | Sell |
376,612
-380
| -0.1% | -$17.8K | 2.13% | 4 |
|
|
2018
Q1 | $15.8M | Buy |
376,992
+31,656
| +9% | +$1.33M | 2.06% | 5 |
|
|
2017
Q4 | $14.6M | Buy |
+345,336
| New | +$14.6M | 1.99% | 6 |
|