Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$26.7M Sell
105,333
-115
-0.1% -$29.9K 1.6% 15
2025
Q4
$28.7M Sell
105,448
-3,003
-3% -$806K 1.76% 14
2025
Q3
$27.6M Sell
108,451
-3,343
-3% -$755K 1.39% 22
2025
Q2
$22.9M Sell
111,794
-116
-0.1% -$23.4K 1.23% 24
2025
Q1
$24.9M Buy
111,910
+92
+0.1% +$21.3K 1.42% 18
2024
Q4
$28M Buy
111,818
+908
+0.8% +$214K 1.85% 12
2024
Q3
$25.8M Sell
110,910
-1,836
-2% -$410K 1.7% 14
2024
Q2
$23.7M Sell
112,746
-2,421
-2% -$451K 1.65% 14
2024
Q1
$19.7M Sell
115,167
-5,523
-5% -$1M 1.38% 16
2023
Q4
$23.2M Buy
120,690
+5,455
+5% +$1.01M 1.77% 13
2023
Q3
$19.7M Sell
115,235
-1,600
-1% -$293K 1.68% 14
2023
Q2
$22.7M Buy
116,835
+2,691
+2% +$469K 1.89% 12
2023
Q1
$18.8M Buy
114,144
+11,031
+11% +$1.63M 2.07% 10
2022
Q4
$13.4M Sell
103,113
-1,870
-2% -$267K 1.61% 13
2022
Q3
$14.5M Sell
104,983
-2,875
-3% -$451K 1.88% 10
2022
Q2
$14.7M Sell
107,858
-2,557
-2% -$387K 1.79% 10
2022
Q1
$19.3M Sell
110,415
-1,406
-1% -$236K 1.98% 10
2021
Q4
$19.9M Sell
111,821
-2,745
-2% -$434K 1.94% 10
2021
Q3
$16.2M Buy
114,566
+10,029
+10% +$1.48M 1.68% 12
2021
Q2
$14.3M Sell
104,537
-1,773
-2% -$230K 1.48% 18
2021
Q1
$13M Sell
106,310
-48,235
-31% -$6.19M 1.5% 17
2020
Q4
$20.5M Sell
154,545
-4,845
-3% -$583K 2.5% 11
2020
Q3
$18.5M Buy
159,390
+1,726
+1% +$188K 2.78% 9
2020
Q2
$14.4M Buy
157,664
+33,216
+27% +$2.57M 2.08% 15
2020
Q1
$7.91M Buy
124,448
+27,316
+28% +$2.01M 1.39% 18
2019
Q4
$7.13M Sell
97,132
-1,052
-1% -$67.7K 1.04% 18
2019
Q3
$5.5M Buy
98,184
+1,468
+2% +$76.8K 0.86% 21
2019
Q2
$4.79M Buy
96,716
+2,684
+3% +$131K 0.78% 24
2019
Q1
$4.46M Sell
94,032
-26,556
-22% -$1.13M 0.77% 26
2018
Q4
$4.75M Sell
120,588
-1,720
-1% -$83.4K 0.84% 21
2018
Q3
$5.85M Buy
122,308
+2,588
+2% +$135K 0.98% 20
2018
Q2
$5.54M Buy
119,720
+4,400
+4% +$200K 0.96% 21
2018
Q1
$4.84M Sell
115,320
-5,140
-4% -$221K 0.88% 22
2017
Q4
$5.1M Sell
120,460
-3,096
-3% -$129K 0.96% 21
2017
Q3
$4.76M Buy
123,556
+31,208
+34% +$1.21M 0.94% 22
2017
Q2
$3.33M Buy
92,348
+20,540
+29% +$759K 0.83% 24
2017
Q1
$2.58M Sell
71,808
-1,676
-2% -$55.2K 0.69% 28
2016
Q4
$2.13M Sell
73,484
-68,276
-48% -$1.94M 0.61% 26
2016
Q3
$3.91M Buy
141,760
+72,032
+103% +$1.91M 1.25% 18
2016
Q2
$1.67M Sell
69,728
-952
-1% -$23.7K 0.54% 29
2016
Q1
$1.93M Sell
70,680
-10,456
-13% -$261K 0.64% 27
2015
Q4
$2.13M Sell
81,136
-60,624
-43% -$1.73M 0.75% 26
2015
Q3
$3.91M Buy
141,760
+1,460
+1% +$42.8K 1.25% 18
2015
Q2
$4.4M Buy
140,300
+3,088
+2% +$98.8K 1.32% 18
2015
Q1
$4.27M Buy
137,212
+9,964
+8% +$301K 1.29% 19
2014
Q4
$3.51M Sell
127,248
-66,304
-34% -$1.8M 1.08% 22
2014
Q3
$4.88M Buy
193,552
+8,640
+5% +$212K 1.9% 13
2014
Q2
$4.3M Buy
+184,912
New +$3.93M 1.69% 14

Other funds holding AAPL