Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$11.2M Sell
43,987
-1,408
-3% -$366K 1.2% 22
2025
Q4
$12.3M Sell
45,395
-5,829
-11% -$1.56M 1.41% 20
2025
Q3
$13M Sell
51,224
-495
-1% -$112K 1.59% 19
2025
Q2
$10.6M Buy
51,719
+5,657
+12% +$1.14M 1.43% 19
2025
Q1
$10.2M Buy
46,062
+4,830
+12% +$1.12M 1.48% 16
2024
Q4
$10.3M Buy
41,232
+3,581
+10% +$844K 1.45% 19
2024
Q3
$8.77M Sell
37,651
-2,677
-7% -$598K 1.26% 22
2024
Q2
$8.74M Buy
40,328
+2,578
+7% +$481K 1.33% 22
2024
Q1
$6.47M Sell
37,750
-55
-0.1% -$10K 1.03% 24
2023
Q4
$7.28M Sell
37,805
-3,494
-8% -$645K 1.23% 21
2023
Q3
$7.07M Hold
41,299
1.33% 19
2023
Q2
$8.01M Sell
41,299
-154
-0.4% -$26.8K 1.5% 19
2023
Q1
$6.84M Sell
41,453
-702
-2% -$104K 1.3% 21
2022
Q4
$5.48M Sell
42,155
-12,318
-23% -$1.76M 1.08% 27
2022
Q3
$7.53M Sell
54,473
-356
-0.6% -$55.9K 1.72% 15
2022
Q2
$7.5M Buy
54,829
+1,394
+3% +$211K 1.62% 19
2022
Q1
$9.33M Buy
53,435
+1,312
+3% +$221K 1.75% 17
2021
Q4
$9.26M Sell
52,123
-1,351
-3% -$214K 1.74% 15
2021
Q3
$7.57M Buy
53,474
+15,578
+41% +$2.29M 1.58% 18
2021
Q2
$5.19M Sell
37,896
-1,188
-3% -$154K 1.06% 26
2021
Q1
$4.77M Sell
39,084
-2,392
-6% -$307K 1.05% 27
2020
Q4
$5.5M Sell
41,476
-5,470
-12% -$658K 1.26% 20
2020
Q3
$5.44M Sell
46,946
-1,526
-3% -$167K 1.38% 24
2020
Q2
$4.42M Sell
48,472
-97,564
-67% -$7.56M 1.17% 27
2020
Q1
$9.28M Sell
146,036
-14,448
-9% -$1.06M 3.01% 5
2019
Q4
$11.8M Sell
160,484
-43,272
-21% -$2.78M 2.96% 9
2019
Q3
$11.4M Sell
203,756
-52,168
-20% -$2.73M 3.27% 7
2019
Q2
$12.7M Buy
255,924
+272
+0.1% +$13.3K 4% 2
2019
Q1
$12.1M Sell
255,652
-5,384
-2% -$228K 3.98% 3
2018
Q4
$14.7M Hold
261,036
4.6% 2
2018
Q3
$14.7M Sell
261,036
-260
-0.1% -$13.5K 4.6% 2
2018
Q2
$12.1M Sell
261,296
-328
-0.1% -$14.9K 3.96% 4
2018
Q1
$11M Buy
261,624
+7,276
+3% +$313K 3.65% 6
2017
Q4
$10.8M Buy
+254,348
New +$10.6M 3.57% 5

Other funds holding AAPL