Herold 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 | $19.5M | Sell |
95,045
-4,625
| -5% | -$949K | 4.09% | 1 |
|
|
2025
Q1 | $22.1M | Buy |
99,670
+4,076
| +4% | +$905K | 4.86% | 1 |
|
|
2024
Q4 | $23.9M | Sell |
95,594
-1,332
| -1% | -$334K | 5.22% | 1 |
|
|
2024
Q3 | $22.6M | Sell |
96,926
-648
| -0.7% | -$151K | 4.9% | 1 |
|
|
2024
Q2 | $20.6M | Buy |
97,574
+1,415
| +1% | +$298K | 4.75% | 1 |
|
|
2024
Q1 | $16.5M | Buy |
96,159
+3,897
| +4% | +$668K | 3.99% | 1 |
|
|
2023
Q4 | $17.8M | Sell |
92,262
-505
| -0.5% | -$97.2K | 4.91% | 1 |
|
|
2023
Q3 | $15.9M | Sell |
92,767
-1,306
| -1% | -$224K | 4.83% | 1 |
|
|
2023
Q2 | $18.2M | Sell |
94,073
-1,591
| -2% | -$309K | 5.59% | 1 |
|
|
2023
Q1 | $15.8M | Buy |
95,664
+4,157
| +5% | +$685K | 5.45% | 1 |
|
|
2022
Q4 | $11.9M | Buy |
91,507
+7,981
| +10% | +$1.04M | 5.03% | 1 |
|
|
2022
Q3 | $11.5M | Buy |
83,526
+405
| +0.5% | +$56K | 5.55% | 1 |
|
|
2022
Q2 | $11.4M | Sell |
83,121
-102
| -0.1% | -$13.9K | 5.06% | 1 |
|
|
2022
Q1 | $14.5M | Buy |
83,223
+1,454
| +2% | +$254K | 5.17% | 1 |
|
|
2021
Q4 | $14.5M | Sell |
81,769
-273
| -0.3% | -$48.5K | 5.64% | 1 |
|
|
2021
Q3 | $11.6M | Buy |
+82,042
| New | +$11.6M | 4.52% | 1 |
|