InterOcean Capital Group’s Apple AAPL Stock Holding History

InterOcean Capital Group’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.52K	Sell	8,900 -6,000	-40%	-$1.09M	﹤0.01%	486
2023 Q4	$2.87K	Buy	14,900 +5,300	+55%	+$979K	﹤0.01%	464
2023 Q3	$1.64K	Sell	9,600 -2,100	-18%	-$385K	﹤0.01%	445
2023 Q2	$2.27K	Buy	11,700 +9,000	+333%	+$1.57M	﹤0.01%	448
2023 Q1	$445	Sell	2,700 -10,300	-79%	-$1.52M	﹤0.01%	412
2022 Q4	$1.69K	Hold	13,000	–	–	﹤0.01%	403
2022 Q3	$1.8M	Hold	13,000	–	–	0.07%	122
2022 Q2	$1.78M	Buy	13,000 +5,400	+71%	+$818K	0.07%	123
2022 Q1	$1.33M	Sell	7,600 -600	-7%	-$101K	0.06%	110
2021 Q4	$1.46M	Sell	8,200 -6,500	-44%	-$1.03M	0.06%	105
2021 Q3	$2.08M	Hold	14,700	–	–	0.1%	88
2021 Q2	$2.01M	Sell	14,700 -3,000	-17%	-$389K	0.1%	90
2021 Q1	$2.16M	Buy	17,700 +14,400	+436%	+$1.85M	0.12%	80
2020 Q4	$438K	Buy	+3,300	New	+$397K	0.03%	140

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return