GLOBALT Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8M | Sell |
130,669
-5,231
| -4% | -$1.07M | 1.03% | 21 |
|
|
2025
Q1 | $30.2M | Sell |
135,900
-12,108
| -8% | -$2.69M | 1.23% | 18 |
|
|
2024
Q4 | $37.1M | Sell |
148,008
-1,267
| -0.8% | -$317K | 1.42% | 16 |
|
|
2024
Q3 | $34.8M | Sell |
149,275
-3,062
| -2% | -$713K | 1.3% | 17 |
|
|
2024
Q2 | $32.1M | Sell |
152,337
-2,235
| -1% | -$471K | 1.28% | 17 |
|
|
2024
Q1 | $26.5M | Sell |
154,572
-44,910
| -23% | -$7.7M | 1.06% | 18 |
|
|
2023
Q4 | $38.4M | Buy |
+199,482
| New | +$38.4M | 1.6% | 16 |
|