Jackson Grant Investment Advisers’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Sell |
20,830
-352
| -2% | -$72.2K | 1.57% | 16 |
|
|
2025
Q1 | $4.71M | Buy |
21,182
+15
| +0.1% | +$3.33K | 1.82% | 13 |
|
|
2024
Q4 | $5.3M | Sell |
21,167
-574
| -3% | -$144K | 2.04% | 10 |
|
|
2024
Q3 | $5.07M | Buy |
21,741
+16
| +0.1% | +$3.73K | 1.89% | 11 |
|
|
2024
Q2 | $4.58M | Buy |
21,725
+2,355
| +12% | +$496K | 1.85% | 13 |
|
|
2024
Q1 | $3.32M | Sell |
19,370
-169
| -0.9% | -$29K | 1.36% | 18 |
|
|
2023
Q4 | $3.76M | Buy |
19,539
+17
| +0.1% | +$3.27K | 1.67% | 14 |
|
|
2023
Q3 | $3.34M | Sell |
19,522
-300
| -2% | -$51.4K | 1.61% | 14 |
|
|
2023
Q2 | $3.84M | Sell |
19,822
-10,095
| -34% | -$1.96M | 1.78% | 12 |
|
|
2023
Q1 | $4.93M | Buy |
29,917
+1,159
| +4% | +$191K | 2.32% | 8 |
|
|
2022
Q4 | $3.74M | Buy |
28,758
+18
| +0.1% | +$2.34K | 1.81% | 13 |
|
|
2022
Q3 | $3.97M | Sell |
28,740
-16
| -0.1% | -$2.21K | 2.08% | 13 |
|
|
2022
Q2 | $3.93M | Sell |
28,756
-1,033
| -3% | -$141K | 1.95% | 13 |
|
|
2022
Q1 | $5.2M | Sell |
29,789
-269
| -0.9% | -$47K | 2.19% | 10 |
|
|
2021
Q4 | $5.34M | Sell |
30,058
-127
| -0.4% | -$22.6K | 2.72% | 9 |
|
|
2021
Q3 | $4.27M | Buy |
30,185
+1,017
| +3% | +$144K | 1.9% | 12 |
|
|
2021
Q2 | $4M | Sell |
29,168
-651
| -2% | -$89.2K | 1.76% | 13 |
|
|
2021
Q1 | $3.64M | Buy |
29,819
+1,978
| +7% | +$242K | 1.68% | 13 |
|
|
2020
Q4 | $3.69M | Buy |
27,841
+8,825
| +46% | +$1.17M | 1.88% | 13 |
|
|
2020
Q3 | $2.2M | Buy |
19,016
+24
| +0.1% | +$2.78K | 1.32% | 16 |
|
|
2020
Q2 | $1.73M | Sell |
18,992
-464
| -2% | -$42.3K | 1.1% | 18 |
|
|
2020
Q1 | $1.24M | Sell |
19,456
-2,432
| -11% | -$155K | 0.91% | 21 |
|
|
2019
Q4 | $1.61M | Sell |
21,888
-188
| -0.9% | -$13.8K | 0.87% | 21 |
|
|
2019
Q3 | $1.24M | Buy |
22,076
+56
| +0.3% | +$3.14K | 0.7% | 24 |
|
|
2019
Q2 | $1.09M | Sell |
22,020
-208
| -0.9% | -$10.3K | 0.64% | 27 |
|
|
2019
Q1 | $1.06M | Sell |
22,228
-2,708
| -11% | -$129K | 0.63% | 27 |
|
|
2018
Q4 | $983K | Buy |
24,936
+1,324
| +6% | +$52.2K | 0.69% | 27 |
|
|
2018
Q3 | $1.33M | Sell |
23,612
-340
| -1% | -$19.2K | 0.84% | 23 |
|
|
2018
Q2 | $1.11M | Buy |
23,952
+76
| +0.3% | +$3.52K | 0.76% | 25 |
|
|
2018
Q1 | $1M | Buy |
23,876
+1,664
| +7% | +$69.8K | 0.7% | 27 |
|
|
2017
Q4 | $940K | Buy |
22,212
+328
| +1% | +$13.9K | 0.64% | 28 |
|
|
2017
Q3 | $843K | Buy |
21,884
+160
| +0.7% | +$6.16K | 0.61% | 28 |
|
|
2017
Q2 | $782K | Buy |
21,724
+68
| +0.3% | +$2.45K | 0.61% | 29 |
|
|
2017
Q1 | $778K | Buy |
21,656
+2,180
| +11% | +$78.3K | 0.62% | 27 |
|
|
2016
Q4 | $564K | Sell |
19,476
-688
| -3% | -$19.9K | 0.48% | 33 |
|
|
2016
Q3 | $570K | Sell |
20,164
-1,308
| -6% | -$37K | 0.47% | 33 |
|
|
2016
Q2 | $513K | Buy |
21,472
+332
| +2% | +$7.93K | 0.45% | 32 |
|
|
2016
Q1 | $576K | Buy |
21,140
+1,984
| +10% | +$54.1K | 0.53% | 32 |
|
|
2015
Q4 | $504K | Buy |
+19,156
| New | +$504K | 0.48% | 39 |
|