Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.28M Sell
8,967
-408
-4% -$106K 0.33% 36
2025
Q4
$2.55M Buy
9,375
+209
+2% +$56.1K 0.38% 34
2025
Q3
$2.33M Buy
9,166
+1
+0% +$226 0.37% 32
2025
Q2
$1.88M Sell
9,165
-153
-2% -$30.9K 0.33% 28
2025
Q1
$2.07M Buy
9,318
+5
+0.1% +$1.16K 0.41% 26
2024
Q4
$2.33M Sell
9,313
-64
-0.7% -$15.1K 0.52% 26
2024
Q3
$2.18M Buy
9,377
+5
+0.1% +$1.12K 0.51% 25
2024
Q2
$1.97M Sell
9,372
-220
-2% -$41K 0.51% 24
2024
Q1
$1.64M Sell
9,592
-356
-4% -$64.7K 0.43% 24
2023
Q4
$1.92M Sell
9,948
-451
-4% -$83.3K 0.55% 22
2023
Q3
$1.78M Sell
10,399
-60
-0.6% -$11K 1% 14
2023
Q2
$2.03M Sell
10,459
-990
-9% -$173K 1.12% 14
2023
Q1
$1.89M Buy
11,449
+918
+9% +$135K 1.13% 14
2022
Q4
$1.37M Buy
10,531
+16
+0.2% +$2.29K 0.88% 15
2022
Q3
$1.45M Sell
10,515
-88
-0.8% -$13.8K 1.06% 16
2022
Q2
$1.45M Buy
10,603
+733
+7% +$111K 1.07% 15
2022
Q1
$1.72M Buy
9,870
+845
+9% +$142K 1.09% 14
2021
Q4
$1.6M Sell
9,025
-639
-7% -$101K 0.95% 15
2021
Q3
$1.37M Buy
9,664
+8
+0.1% +$1.18K 0.88% 15
2021
Q2
$1.32M Sell
9,656
-50
-0.5% -$6.48K 0.87% 15
2021
Q1
$1.28M Buy
9,706
+920
+10% +$118K 0.87% 15
2020
Q4
$1.15M Buy
+8,786
New +$1.06M 0.86% 14

Other funds holding AAPL