Harper Investing’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Buy |
30,088
+718
| +2% | +$147K | 3.45% | 7 |
|
|
2025
Q1 | $6.52M | Buy |
29,370
+2,269
| +8% | +$504K | 4.32% | 6 |
|
|
2024
Q4 | $6.79M | Sell |
27,101
-2,499
| -8% | -$626K | 5% | 5 |
|
|
2024
Q3 | $6.9M | Buy |
29,600
+11,212
| +61% | +$2.61M | 4.52% | 6 |
|
|
2024
Q2 | $3.87M | Buy |
18,388
+1,798
| +11% | +$379K | 3.81% | 6 |
|
|
2024
Q1 | $2.84M | Buy |
16,590
+2,522
| +18% | +$432K | 3.34% | 5 |
|
|
2023
Q4 | $2.71M | Buy |
14,068
+388
| +3% | +$74.7K | 2.89% | 2 |
|
|
2023
Q3 | $2.34M | Buy |
13,680
+4,410
| +48% | +$755K | 2.69% | 2 |
|
|
2023
Q2 | $1.8M | Sell |
9,270
-2,021
| -18% | -$392K | 2.07% | 2 |
|
|
2023
Q1 | $1.86M | Sell |
11,291
-7,150
| -39% | -$1.18M | 2.31% | 3 |
|
|
2022
Q4 | $2.4M | Sell |
18,441
-15,155
| -45% | -$1.97M | 2.96% | 5 |
|
|
2022
Q3 | $4.65M | Buy |
33,596
+1,098
| +3% | +$152K | 4.76% | 5 |
|
|
2022
Q2 | $4.44M | Buy |
32,498
+2,668
| +9% | +$365K | 4.51% | 5 |
|
|
2022
Q1 | $5.21M | Buy |
+29,830
| New | +$5.21M | 4.83% | 5 |
|