Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.36M Buy
17,186
+698
+4% +$182K 0.81% 11
2025
Q4
$4.48M Sell
16,488
-41
-0.2% -$11K 0.82% 11
2025
Q3
$4.21M Buy
16,529
+5,372
+48% +$1.21M 0.78% 11
2025
Q2
$2.29M Sell
11,157
-967
-8% -$195K 0.45% 13
2025
Q1
$2.69M Buy
12,124
+750
+7% +$174K 0.57% 12
2024
Q4
$2.85M Buy
11,374
+3,920
+53% +$924K 0.58% 12
2024
Q3
$1.74M Hold
7,454
0.35% 13
2024
Q2
$1.57M Sell
7,454
-50
-0.7% -$9.32K 0.35% 15
2024
Q1
$1.29M Sell
7,504
-100
-1% -$18.2K 0.28% 17
2023
Q4
$1.46M Buy
7,604
+4,237
+126% +$782K 0.34% 13
2023
Q3
$576K Buy
3,367
+100
+3% +$18.3K 0.16% 24
2023
Q2
$634K Sell
3,267
-4,157
-56% -$724K 0.16% 23
2023
Q1
$1.22M Buy
7,424
+48
+0.7% +$7.08K 0.32% 16
2022
Q4
$958K Sell
7,376
-2,016
-21% -$288K 0.29% 16
2022
Q3
$1.3M Hold
9,392
0.41% 12
2022
Q2
$1.28M Sell
9,392
-200
-2% -$30.3K 0.38% 13
2022
Q1
$1.67M Buy
9,592
+152
+2% +$25.6K 0.42% 12
2021
Q4
$1.67M Sell
9,440
-2
-0% -$316 0.39% 12
2021
Q3
$1.33M Buy
9,442
+70
+0.7% +$10.3K 0.35% 10
2021
Q2
$1.28M Hold
9,372
0.33% 11
2021
Q1
$1.14M Sell
9,372
-1,750
-16% -$225K 0.32% 11
2020
Q4
$1.48M Buy
11,122
+2,366
+27% +$285K 0.43% 10
2020
Q3
$1.01M Buy
8,756
+44
+0.5% +$4.8K 0.34% 12
2020
Q2
$792K Sell
8,712
-36
-0.4% -$2.79K 0.28% 12
2020
Q1
$554K Sell
8,748
-764
-8% -$56.2K 0.24% 19
2019
Q4
$696K Hold
9,512
0.23% 20
2019
Q3
$530K Hold
9,512
0.19% 20
2019
Q2
$468K Hold
9,512
0.18% 17
2019
Q1
$448K Hold
9,512
0.15% 21
2018
Q4
$372K Hold
9,512
0.14% 22
2018
Q3
$535K Hold
9,512
0.18% 18
2018
Q2
$438K Hold
9,512
0.16% 21
2018
Q1
$396K Hold
9,512
0.14% 24
2017
Q4
$399K Sell
9,512
-240
-2% -$10K 0.14% 22
2017
Q3
$375K Hold
9,752
0.13% 24
2017
Q2
$348K Sell
9,752
-2,800
-22% -$104K 0.12% 25
2017
Q1
$448K Buy
12,552
+2,780
+28% +$91.5K 0.15% 22
2016
Q4
$282K Buy
9,772
+420
+4% +$11.9K 0.1% 30
2016
Q3
$262K Hold
9,352
0.09% 27
2016
Q2
$221K Hold
9,352
0.08% 28
2016
Q1
$253K Sell
9,352
-1,200
-11% -$29.9K 0.09% 27
2015
Q4
$274K Buy
10,552
+1,168
+12% +$33.4K 0.1% 28
2015
Q3
$255K Sell
9,384
-2,284
-20% -$67K 0.08% 28
2015
Q2
$361K Buy
11,668
+1,368
+13% +$43.8K 0.11% 27
2015
Q1
$319K Sell
10,300
-1,080
-9% -$32.6K 0.09% 26
2014
Q4
$311K Buy
11,380
+2,980
+35% +$81.1K 0.1% 28
2014
Q3
$211K Buy
+8,400
New +$206K 0.07% 35

Other funds holding AAPL