Interchange Capital Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.4M | Sell |
79,881
-549
| -0.7% | -$112K | 3.78% | 4 |
|
2025
Q1 | $17.9M | Buy |
80,430
+39,990
| +99% | +$8.88M | 5% | 2 |
|
2024
Q4 | $10.1M | Sell |
40,440
-931
| -2% | -$233K | 3.65% | 2 |
|
2024
Q3 | $9.64M | Sell |
41,371
-3,732
| -8% | -$870K | 3.39% | 2 |
|
2024
Q2 | $9.5M | Buy |
45,103
+27,692
| +159% | +$5.83M | 3.46% | 2 |
|
2024
Q1 | $2.88M | Buy |
17,411
+1,086
| +7% | +$179K | 1.94% | 10 |
|
2023
Q4 | $3.15M | Sell |
16,325
-1,916
| -11% | -$369K | 2.36% | 7 |
|
2023
Q3 | $3.12M | Buy |
18,241
+2,326
| +15% | +$398K | 2.48% | 7 |
|
2023
Q2 | $3.09M | Sell |
15,915
-16,202
| -50% | -$3.14M | 2.35% | 10 |
|
2023
Q1 | $5.28M | Buy |
32,117
+24,195
| +305% | +$3.98M | 2.86% | 4 |
|
2022
Q4 | $1.03M | Sell |
7,922
-1,656
| -17% | -$215K | 1.05% | 26 |
|
2022
Q3 | $1.32M | Buy |
9,578
+187
| +2% | +$25.8K | 1.45% | 14 |
|
2022
Q2 | $1.28M | Buy |
9,391
+3,531
| +60% | +$483K | 1.44% | 15 |
|
2022
Q1 | $1.02M | Buy |
5,860
+849
| +17% | +$148K | 1.05% | 15 |
|
2021
Q4 | $889K | Sell |
5,011
-20,427
| -80% | -$3.62M | 0.89% | 20 |
|
2021
Q3 | $3.6M | Sell |
25,438
-1,426
| -5% | -$202K | 6.02% | 1 |
|
2021
Q2 | $3.68M | Sell |
26,864
-4,382
| -14% | -$600K | 5.69% | 1 |
|
2021
Q1 | $4M | Sell |
31,246
-4,460
| -12% | -$571K | 2.17% | 6 |
|
2020
Q4 | $4.74M | Buy |
+35,706
| New | +$4.74M | 2.57% | 2 |
|