FI
Financial Insights’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Sell |
48,806
-16,315
| -25% | -$3.35M | 3.66% | 7 |
|
|
2025
Q1 | $14.5M | Buy |
65,121
+1,774
| +3% | +$394K | 5.76% | 4 |
|
|
2024
Q4 | $15.9M | Sell |
63,347
-10,049
| -14% | -$2.52M | 5.89% | 5 |
|
|
2024
Q3 | $17.1M | Sell |
73,396
-30,939
| -30% | -$7.21M | 5.4% | 4 |
|
|
2024
Q2 | $22M | Sell |
104,335
-1,438
| -1% | -$303K | 6.11% | 3 |
|
|
2024
Q1 | $18.1M | Sell |
105,773
-2,326
| -2% | -$399K | 5.06% | 4 |
|
|
2023
Q4 | $20.8M | Buy |
108,099
+749
| +0.7% | +$144K | 6.51% | 3 |
|
|
2023
Q3 | $18.3M | Buy |
107,350
+14,463
| +16% | +$2.47M | 6.55% | 3 |
|
|
2023
Q2 | $18M | Sell |
92,887
-1,471
| -2% | -$285K | 6.62% | 3 |
|
|
2023
Q1 | $15.6M | Sell |
94,358
-2,150
| -2% | -$354K | 6.33% | 3 |
|
|
2022
Q4 | $12.5M | Buy |
96,508
+7,695
| +9% | +$1,000K | 5.94% | 2 |
|
|
2022
Q3 | $12.3M | Buy |
88,813
+47,305
| +114% | +$6.54M | 8.27% | 2 |
|
|
2022
Q2 | $5.68M | Sell |
41,508
-1,149
| -3% | -$157K | 5.77% | 4 |
|
|
2022
Q1 | $7.46M | Buy |
42,657
+114
| +0.3% | +$19.9K | 6.85% | 3 |
|
|
2021
Q4 | $7.56M | Sell |
42,543
-406
| -0.9% | -$72.1K | 6.52% | 2 |
|
|
2021
Q3 | $6.08M | Buy |
42,949
+318
| +0.7% | +$45K | 5.59% | 4 |
|
|
2021
Q2 | $58.4M | Sell |
42,631
-87
| -0.2% | -$119K | 4.83% | 6 |
|
|
2021
Q1 | $5.21M | Buy |
42,718
+117
| +0.3% | +$14.3K | 3.85% | 9 |
|
|
2020
Q4 | $5.66M | Sell |
42,601
-2,298
| -5% | -$305K | 4.38% | 7 |
|
|
2020
Q3 | $5.19M | Sell |
44,899
-136,366
| -75% | -$15.8M | 4.42% | 7 |
|
|
2020
Q2 | $4.04K | Buy |
181,265
+170,169
| +1,534% | +$3.79K | 3.58% | 9 |
|
|
2020
Q1 | $2.82M | Buy |
11,096
+132
| +1% | +$33.6K | 2.97% | 12 |
|
|
2019
Q4 | $3.22M | Buy |
10,964
+9
| +0.1% | +$2.64K | 2.82% | 12 |
|
|
2019
Q3 | $2.45M | Sell |
10,955
-511
| -4% | -$114K | 2.34% | 12 |
|
|
2019
Q2 | $2.3M | Buy |
11,466
+202
| +2% | +$40.5K | 2.33% | 12 |
|
|
2019
Q1 | $2.27M | Sell |
11,264
-59
| -0.5% | -$11.9K | 2.36% | 12 |
|
|
2018
Q4 | $1.88M | Buy |
+11,323
| New | +$1.88M | 2.1% | 12 |
|