James Hambro & 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 | $540K | Sell |
2,633
-2,071
| -44% | -$425K | 0.02% | 37 |
|
|
2025
Q1 | $1.04M | Buy |
4,704
+120
| +3% | +$26.7K | 0.04% | 32 |
|
|
2024
Q4 | $1.15M | Sell |
4,584
-433
| -9% | -$108K | 0.05% | 32 |
|
|
2024
Q3 | $1.17M | Sell |
5,017
-519
| -9% | -$121K | 0.05% | 33 |
|
|
2024
Q2 | $1.17M | Sell |
5,536
-926
| -14% | -$195K | 0.05% | 32 |
|
|
2024
Q1 | $1.11M | Sell |
6,462
-1,703
| -21% | -$292K | 0.05% | 33 |
|
|
2023
Q4 | $1.57M | Sell |
8,165
-2,177
| -21% | -$419K | 0.08% | 30 |
|
|
2023
Q3 | $1.77M | Sell |
10,342
-61
| -0.6% | -$10.4K | 0.11% | 31 |
|
|
2023
Q2 | $2.02M | Buy |
10,403
+1,185
| +13% | +$230K | 0.13% | 29 |
|
|
2023
Q1 | $1.52M | Buy |
9,218
+584
| +7% | +$96.3K | 0.11% | 30 |
|
|
2022
Q4 | $1.12M | Sell |
8,634
-4,108
| -32% | -$534K | 0.09% | 30 |
|
|
2022
Q3 | $1.76M | Sell |
12,742
-830
| -6% | -$115K | 0.15% | 28 |
|
|
2022
Q2 | $1.86M | Sell |
13,572
-1,464
| -10% | -$200K | 0.15% | 26 |
|
|
2022
Q1 | $2.63M | Sell |
15,036
-405
| -3% | -$70.8K | 0.19% | 27 |
|
|
2021
Q4 | $2.74M | Sell |
15,441
-60
| -0.4% | -$10.7K | 0.19% | 28 |
|
|
2021
Q3 | $2.19M | Buy |
15,501
+4,858
| +46% | +$687K | 0.16% | 28 |
|
|
2021
Q2 | $1.46M | Buy |
10,643
+430
| +4% | +$58.9K | 0.12% | 30 |
|
|
2021
Q1 | $1.25M | Sell |
10,213
-912
| -8% | -$111K | 0.12% | 32 |
|
|
2020
Q4 | $1.48M | Buy |
11,125
+5,265
| +90% | +$698K | 0.17% | 27 |
|
|
2020
Q3 | $678K | Buy |
5,860
+780
| +15% | +$90.2K | 0.1% | 33 |
|
|
2020
Q2 | $463K | Sell |
5,080
-1,336
| -21% | -$122K | 0.07% | 39 |
|
|
2020
Q1 | $408K | Hold |
6,416
| – | – | 0.08% | 37 |
|
|
2019
Q4 | $471K | Hold |
6,416
| – | – | 0.08% | 39 |
|
|
2019
Q3 | $359K | Buy |
+6,416
| New | +$359K | 0.07% | 40 |
|
|
2019
Q1 | $392K | Sell |
8,252
-5,408
| -40% | -$257K | 0.11% | 37 |
|
|
2018
Q4 | $539K | Buy |
+13,660
| New | +$539K | 0.21% | 27 |
|
|
2018
Q2 | – | Sell |
-61,136
| Closed | -$2.57M | – | 23 |
|
|
2018
Q1 | $2.57M | Buy |
+61,136
| New | +$2.57M | 1.01% | 14 |
|