Guerra Pan Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Sell |
16,257
-634
| -4% | -$130K | 2.2% | 13 |
|
|
2025
Q1 | $3.75M | Sell |
16,891
-20
| -0.1% | -$4.44K | 2.94% | 9 |
|
|
2024
Q4 | $4.23M | Sell |
16,911
-175
| -1% | -$43.8K | 3.07% | 7 |
|
|
2024
Q3 | $3.98M | Hold |
17,086
| – | – | 3.18% | 6 |
|
|
2024
Q2 | $3.6M | Sell |
17,086
-28
| -0.2% | -$5.9K | 3.01% | 8 |
|
|
2024
Q1 | $2.93M | Sell |
17,114
-9,611
| -36% | -$1.65M | 2.71% | 9 |
|
|
2023
Q4 | $5.15M | Sell |
26,725
-137
| -0.5% | -$26.4K | 4.91% | 2 |
|
|
2023
Q3 | $4.6M | Sell |
26,862
-285
| -1% | -$48.8K | 5.31% | 2 |
|
|
2023
Q2 | $5.27M | Sell |
27,147
-94
| -0.3% | -$18.2K | 5.85% | 2 |
|
|
2023
Q1 | $4.49M | Hold |
27,241
| – | – | 5.63% | 2 |
|
|
2022
Q4 | $3.54M | Sell |
27,241
-1,258
| -4% | -$163K | 4.84% | 3 |
|
|
2022
Q3 | $3.99M | Hold |
28,499
| – | – | 5.82% | 2 |
|
|
2022
Q2 | $4.63M | Buy |
28,499
+70
| +0.2% | +$11.4K | 5.74% | 2 |
|
|
2022
Q1 | $4.45M | Sell |
28,429
-67
| -0.2% | -$10.5K | 5.37% | 2 |
|
|
2021
Q4 | $5.06M | Buy |
+28,496
| New | +$5.06M | 5.01% | 2 |
|