Independent Family Office’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
7,857
+1,533
| +24% | +$315K | 0.75% | 23 |
|
|
2025
Q1 | $1.4M | Hold |
6,324
| – | – | 0.74% | 25 |
|
|
2024
Q4 | $1.53M | Sell |
6,324
-500
| -7% | -$121K | 0.79% | 24 |
|
|
2024
Q3 | $1.56M | Buy |
6,824
+1,796
| +36% | +$411K | 0.78% | 22 |
|
|
2024
Q2 | $1.08M | Sell |
5,028
-1,501
| -23% | -$321K | 0.61% | 30 |
|
|
2024
Q1 | $1.12M | Buy |
6,529
+244
| +4% | +$41.8K | 0.6% | 30 |
|
|
2023
Q4 | $1.21M | Buy |
6,285
+280
| +5% | +$53.9K | 0.68% | 29 |
|
|
2023
Q3 | $1.03M | Buy |
6,005
+545
| +10% | +$93.3K | 0.64% | 30 |
|
|
2023
Q2 | $1.06M | Hold |
5,460
| – | – | 0.64% | 30 |
|
|
2023
Q1 | $900K | Hold |
5,460
| – | – | 0.52% | 35 |
|
|
2022
Q4 | $709K | Sell |
5,460
-5
| -0.1% | -$650 | 0.43% | 39 |
|
|
2022
Q3 | $755K | Sell |
5,465
-280
| -5% | -$38.7K | 0.37% | 38 |
|
|
2022
Q2 | $785 | Buy |
5,745
+285
| +5% | +$39 | 0.39% | 35 |
|
|
2022
Q1 | $953K | Sell |
5,460
-225
| -4% | -$39.3K | 0.31% | 34 |
|
|
2021
Q4 | $1.01M | Buy |
5,685
+730
| +15% | +$130K | 0.38% | 26 |
|
|
2021
Q3 | $703K | Sell |
4,955
-750
| -13% | -$106K | 0.29% | 28 |
|
|
2021
Q2 | $781K | Buy |
5,705
+1,278
| +29% | +$175K | 0.3% | 28 |
|
|
2021
Q1 | $697K | Sell |
4,427
-1,278
| -22% | -$201K | 0.27% | 30 |
|
|
2020
Q4 | $757K | Buy |
5,705
+365
| +7% | +$48.4K | 0.32% | 30 |
|
|
2020
Q3 | $618K | Sell |
5,340
-400
| -7% | -$46.3K | 0.29% | 30 |
|
|
2020
Q2 | $524K | Buy |
5,740
+160
| +3% | +$14.6K | 0.27% | 32 |
|
|
2020
Q1 | $355K | Buy |
5,580
+400
| +8% | +$25.4K | 0.22% | 38 |
|
|
2019
Q4 | $380K | Buy |
+5,180
| New | +$380K | 0.24% | 36 |
|