Foundations Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $80.6M | Buy |
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2025
Q1 | $82.4M | Buy |
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2024
Q4 | $90.9M | Buy |
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2024
Q3 | $79.6M | Buy |
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2024
Q2 | $61.5M | Sell |
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2024
Q1 | $50.6M | Sell |
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2023
Q4 | $57M | Buy |
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2023
Q3 | $43.5M | Buy |
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2023
Q2 | $44.6M | Buy |
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2023
Q1 | $31.9M | Buy |
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2022
Q4 | $24.3M | Buy |
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2022
Q3 | $16.9M | Buy |
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2022
Q2 | $16.1M | Buy |
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2022
Q1 | $10.9M | Buy |
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2021
Q4 | $9.66M | Sell |
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2021
Q3 | $10.6M | Buy |
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2021
Q2 | $8.15M | Buy |
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2021
Q1 | $5.88M | Buy |
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2020
Q4 | $5.38M | Buy |
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2020
Q3 | $4.1M | Buy |
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2020
Q2 | $3.27M | Buy |
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2020
Q1 | $1.22M | Buy |
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2019
Q4 | $1.41M | Buy |
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2019
Q3 | $1.02M | Buy |
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2019
Q2 | $885K | Sell |
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2019
Q1 | $822K | Buy |
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2018
Q4 | $474K | Buy |
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2018
Q3 | $501K | Buy |
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