Financial Engines Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.1M | Buy |
195,497
+28,061
| +17% | +$5.76M | 0.08% | 56 |
|
|
2025
Q1 | $37.2M | Buy |
167,436
+11,689
| +8% | +$2.6M | 0.08% | 57 |
|
|
2024
Q4 | $39M | Buy |
155,747
+44,113
| +40% | +$11M | 0.08% | 55 |
|
|
2024
Q3 | $26M | Sell |
111,634
-939
| -0.8% | -$219K | 0.05% | 60 |
|
|
2024
Q2 | $23.7M | Buy |
112,573
+19,932
| +22% | +$4.2M | 0.05% | 61 |
|
|
2024
Q1 | $15.9M | Sell |
92,641
-9,311
| -9% | -$1.6M | 0.04% | 66 |
|
|
2023
Q4 | $19.6M | Buy |
101,952
+17,357
| +21% | +$3.34M | 0.05% | 59 |
|
|
2023
Q3 | $14.5M | Sell |
84,595
-11,609
| -12% | -$1.99M | 0.04% | 61 |
|
|
2023
Q2 | $18.7M | Buy |
96,204
+7,778
| +9% | +$1.51M | 0.05% | 61 |
|
|
2023
Q1 | $14.6M | Buy |
88,426
+5,975
| +7% | +$985K | 0.04% | 67 |
|
|
2022
Q4 | $10.7M | Buy |
82,451
+3,950
| +5% | +$513K | 0.03% | 78 |
|
|
2022
Q3 | $10.8M | Sell |
78,501
-2,877
| -4% | -$398K | 0.04% | 75 |
|
|
2022
Q2 | $11.1M | Buy |
81,378
+10,328
| +15% | +$1.41M | 0.03% | 72 |
|
|
2022
Q1 | $12.4M | Buy |
71,050
+19,100
| +37% | +$3.34M | 0.03% | 68 |
|
|
2021
Q4 | $9.23M | Buy |
51,950
+14,568
| +39% | +$2.59M | 0.02% | 63 |
|
|
2021
Q3 | $5.29M | Buy |
+37,382
| New | +$5.29M | 0.02% | 68 |
|
|
2021
Q2 | – | Sell |
-45,136
| Closed | -$5.51M | – | 204 |
|
|
2021
Q1 | $5.51M | Sell |
45,136
-20,325
| -31% | -$2.48M | 0.02% | 68 |
|
|
2020
Q4 | $8.69M | Buy |
65,461
+12,490
| +24% | +$1.66M | 0.03% | 63 |
|
|
2020
Q3 | $6.14M | Buy |
52,971
+37,916
| +252% | +$4.39M | 0.02% | 66 |
|
|
2020
Q2 | $5.49M | Buy |
15,055
+7,731
| +106% | +$2.82M | 0.02% | 64 |
|
|
2020
Q1 | $1.86M | Buy |
7,324
+1,431
| +24% | +$364K | 0.01% | 83 |
|
|
2019
Q4 | $1.73M | Buy |
5,893
+4,015
| +214% | +$1.18M | 0.01% | 81 |
|
|
2019
Q3 | $421K | Buy |
+1,878
| New | +$421K | ﹤0.01% | 104 |
|
|
2018
Q4 | – | Sell |
-22
| Closed | -$5K | – | 104 |
|
|
2018
Q3 | $5K | Hold |
22
| – | – | ﹤0.01% | 114 |
|
|
2018
Q2 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 110 |
|
|
2018
Q1 | – | Sell |
-444
| Closed | -$75K | – | 127 |
|
|
2017
Q4 | $75K | Sell |
444
-1,672
| -79% | -$282K | ﹤0.01% | 70 |
|
|
2017
Q3 | $326K | Buy |
+2,116
| New | +$326K | 0.01% | 54 |
|
|
2017
Q2 | – | Sell |
-24
| Closed | -$3K | – | 74 |
|
|
2017
Q1 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 70 |
|