Hudson Valley Investment 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 | $26.5M | Buy |
128,951
+2,525
| +2% | +$518K | 2.9% | 8 |
|
|
2025
Q1 | $28.1M | Sell |
126,426
-1,518
| -1% | -$337K | 3.35% | 7 |
|
|
2024
Q4 | $32M | Sell |
127,944
-2,826
| -2% | -$708K | 3.63% | 7 |
|
|
2024
Q3 | $30.5M | Sell |
130,770
-9,479
| -7% | -$2.21M | 3.37% | 8 |
|
|
2024
Q2 | $26M | Buy |
140,249
+5,100
| +4% | +$946K | 3.38% | 5 |
|
|
2024
Q1 | $23.2M | Buy |
135,149
+2,750
| +2% | +$472K | 2.78% | 7 |
|
|
2023
Q4 | $24.6M | Sell |
132,399
-12,748
| -9% | -$2.37M | 3.36% | 5 |
|
|
2023
Q3 | $24.9M | Sell |
145,147
-6,805
| -4% | -$1.17M | 3.5% | 4 |
|
|
2023
Q2 | $29.5M | Sell |
151,952
-607
| -0.4% | -$118K | 3.99% | 2 |
|
|
2023
Q1 | $25.2M | Buy |
152,559
+9,888
| +7% | +$1.63M | 3.52% | 3 |
|
|
2022
Q4 | $18.5M | Sell |
142,671
-1,899
| -1% | -$247K | 2.8% | 7 |
|
|
2022
Q3 | $20M | Buy |
144,570
+6,350
| +5% | +$878K | 3.21% | 5 |
|
|
2022
Q2 | $18.9M | Sell |
138,220
-6,484
| -4% | -$886K | 2.94% | 5 |
|
|
2022
Q1 | $25.3M | Sell |
144,704
-3,538
| -2% | -$618K | 3.39% | 3 |
|
|
2021
Q4 | $26.3M | Sell |
148,242
-1,769
| -1% | -$314K | 4.11% | 3 |
|
|
2021
Q3 | $21.2M | Sell |
150,011
-2,613
| -2% | -$370K | 3.64% | 4 |
|
|
2021
Q2 | $20.9M | Sell |
152,624
-12,150
| -7% | -$1.66M | 3.63% | 4 |
|
|
2021
Q1 | $20.1M | Sell |
164,774
-3,288
| -2% | -$402K | 3.6% | 4 |
|
|
2020
Q4 | $22.3M | Buy |
168,062
+165
| +0.1% | +$21.9K | 4.25% | 3 |
|
|
2020
Q3 | $19.4M | Sell |
167,897
-2,179
| -1% | -$252K | 4.19% | 3 |
|
|
2020
Q2 | $15.5M | Buy |
170,076
+508
| +0.3% | +$46.3K | 3.61% | 3 |
|
|
2020
Q1 | $10.8M | Sell |
169,568
-4,920
| -3% | -$313K | 2.99% | 6 |
|
|
2019
Q4 | $12.8M | Buy |
174,488
+13,056
| +8% | +$959K | 2.73% | 6 |
|
|
2019
Q3 | $9.04M | Sell |
161,432
-9,868
| -6% | -$553K | 2.09% | 8 |
|
|
2019
Q2 | $8.48M | Sell |
171,300
-2,356
| -1% | -$117K | 1.96% | 9 |
|
|
2019
Q1 | $8.25M | Sell |
173,656
-31,596
| -15% | -$1.5M | 2% | 10 |
|
|
2018
Q4 | $8.09M | Buy |
205,252
+17,644
| +9% | +$696K | 1.87% | 14 |
|
|
2018
Q3 | $10.6M | Sell |
187,608
-240
| -0.1% | -$13.5K | 2.46% | 6 |
|
|
2018
Q2 | $8.69M | Sell |
187,848
-5,736
| -3% | -$265K | 2.14% | 10 |
|
|
2018
Q1 | $8.12M | Buy |
193,584
+5,976
| +3% | +$251K | 2.05% | 11 |
|
|
2017
Q4 | $7.94M | Sell |
187,608
-1,044
| -0.6% | -$44.2K | 1.96% | 11 |
|
|
2017
Q3 | $7.27M | Buy |
188,652
+44,132
| +31% | +$1.7M | 1.88% | 12 |
|
|
2017
Q2 | $5.2M | Sell |
144,520
-45,256
| -24% | -$1.63M | 1.43% | 16 |
|
|
2017
Q1 | $6.82M | Buy |
189,776
+2,160
| +1% | +$77.6K | 1.9% | 12 |
|
|
2016
Q4 | $5.43M | Sell |
187,616
-1,208
| -0.6% | -$35K | 1.6% | 17 |
|
|
2016
Q3 | $5.34M | Buy |
188,824
+31,832
| +20% | +$900K | 1.66% | 18 |
|
|
2016
Q2 | $3.75M | Sell |
156,992
-17,648
| -10% | -$422K | 1.2% | 25 |
|
|
2016
Q1 | $4.76M | Buy |
174,640
+9,720
| +6% | +$265K | 1.55% | 17 |
|
|
2015
Q4 | $4.34M | Buy |
164,920
+40,408
| +32% | +$1.06M | 1.35% | 21 |
|
|
2015
Q3 | $3.43M | Sell |
124,512
-10,264
| -8% | -$283K | 1.11% | 28 |
|
|
2015
Q2 | $4.23M | Buy |
134,776
+24,600
| +22% | +$771K | 1.32% | 23 |
|
|
2015
Q1 | $3.43M | Buy |
110,176
+20,240
| +23% | +$630K | 1.16% | 33 |
|
|
2014
Q4 | $2.48M | Buy |
89,936
+8,308
| +10% | +$229K | 1.02% | 39 |
|
|
2014
Q3 | $2.06M | Buy |
81,628
+4,976
| +6% | +$125K | 0.87% | 44 |
|
|
2014
Q2 | $1.78M | Buy |
76,652
+716
| +0.9% | +$16.6K | 0.78% | 46 |
|
|
2014
Q1 | $1.46M | Sell |
75,936
-10,164
| -12% | -$195K | 0.62% | 49 |
|
|
2013
Q4 | $1.73M | Buy |
86,100
+1,036
| +1% | +$20.8K | 0.76% | 46 |
|
|
2013
Q3 | $1.45M | Buy |
85,064
+32,872
| +63% | +$560K | 0.7% | 47 |
|
|
2013
Q2 | $739K | Buy |
+52,192
| New | +$739K | 0.35% | 64 |
|