JNBA Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3M | Buy |
30,682
+283
| +0.9% | +$58.1K | 0.61% | 31 |
|
|
2025
Q1 | $6.75M | Sell |
30,399
-296
| -1% | -$65.8K | 0.7% | 28 |
|
|
2024
Q4 | $7.69M | Sell |
30,695
-1,525
| -5% | -$382K | 0.78% | 27 |
|
|
2024
Q3 | $7.51M | Sell |
32,220
-745
| -2% | -$174K | 0.76% | 27 |
|
|
2024
Q2 | $6.94M | Sell |
32,965
-1,055
| -3% | -$222K | 0.73% | 31 |
|
|
2024
Q1 | $5.83M | Sell |
34,020
-2,351
| -6% | -$403K | 0.61% | 35 |
|
|
2023
Q4 | $7M | Sell |
36,371
-762
| -2% | -$147K | 0.8% | 35 |
|
|
2023
Q3 | $6.36M | Buy |
37,133
+78
| +0.2% | +$13.4K | 0.79% | 32 |
|
|
2023
Q2 | $7.19M | Buy |
37,055
+1,091
| +3% | +$212K | 0.86% | 32 |
|
|
2023
Q1 | $5.93M | Buy |
35,964
+837
| +2% | +$138K | 0.77% | 33 |
|
|
2022
Q4 | $4.56M | Sell |
35,127
-3,306
| -9% | -$430K | 0.63% | 40 |
|
|
2022
Q3 | $5.31M | Sell |
38,433
-745
| -2% | -$103K | 0.82% | 35 |
|
|
2022
Q2 | $5.36M | Sell |
39,178
-289
| -0.7% | -$39.5K | 0.81% | 35 |
|
|
2022
Q1 | $6.89M | Sell |
39,467
-2,535
| -6% | -$443K | 0.91% | 32 |
|
|
2021
Q4 | $7.46M | Sell |
42,002
-526
| -1% | -$93.4K | 0.91% | 32 |
|
|
2021
Q3 | $6.02M | Sell |
42,528
-1,061
| -2% | -$150K | 0.81% | 35 |
|
|
2021
Q2 | $5.97M | Buy |
43,589
+885
| +2% | +$121K | 0.81% | 37 |
|
|
2021
Q1 | $5.22M | Buy |
42,704
+1,425
| +3% | +$174K | 0.76% | 35 |
|
|
2020
Q4 | $5.48M | Buy |
41,279
+315
| +0.8% | +$41.8K | 0.9% | 33 |
|
|
2020
Q3 | $4.74M | Buy |
40,964
+6,268
| +18% | +$726K | 0.96% | 29 |
|
|
2020
Q2 | $3.16M | Sell |
34,696
-1,728
| -5% | -$158K | 0.68% | 36 |
|
|
2020
Q1 | $2.32M | Sell |
36,424
-1,516
| -4% | -$96.4K | 0.56% | 41 |
|
|
2019
Q4 | $2.79M | Buy |
37,940
+3,256
| +9% | +$239K | 0.53% | 40 |
|
|
2019
Q3 | $1.94M | Sell |
34,684
-9,032
| -21% | -$506K | 0.4% | 44 |
|
|
2019
Q2 | $2.16M | Buy |
43,716
+4,624
| +12% | +$229K | 0.44% | 41 |
|
|
2019
Q1 | $1.86M | Buy |
39,092
+8,384
| +27% | +$398K | 0.4% | 39 |
|
|
2018
Q4 | $1.21M | Sell |
30,708
-99,704
| -76% | -$3.93M | 0.27% | 46 |
|
|
2018
Q3 | $7.36M | Buy |
130,412
+94,764
| +266% | +$5.35M | 3.3% | 2 |
|
|
2018
Q2 | $1.65M | Buy |
35,648
+4
| +0% | +$185 | 0.35% | 38 |
|
|
2018
Q1 | $1.5M | Buy |
35,644
+2,968
| +9% | +$124K | 0.32% | 39 |
|
|
2017
Q4 | $1.38M | Sell |
32,676
-556
| -2% | -$23.5K | 0.29% | 42 |
|
|
2017
Q3 | $1.28M | Buy |
33,232
+560
| +2% | +$21.6K | 0.29% | 40 |
|
|
2017
Q2 | $1.18M | Sell |
32,672
-200
| -0.6% | -$7.2K | 0.27% | 41 |
|
|
2017
Q1 | $1.18M | Buy |
32,872
+172
| +0.5% | +$6.18K | 0.28% | 41 |
|
|
2016
Q4 | $947K | Sell |
32,700
-125,200
| -79% | -$3.63M | 0.23% | 47 |
|
|
2016
Q3 | $4.46M | Buy |
157,900
+128,516
| +437% | +$3.63M | 0.65% | 19 |
|
|
2016
Q2 | $702K | Sell |
29,384
-1,760
| -6% | -$42K | 0.2% | 52 |
|
|
2016
Q1 | $849K | Buy |
31,144
+360
| +1% | +$9.81K | 0.31% | 40 |
|
|
2015
Q4 | $810K | Sell |
30,784
-620
| -2% | -$16.3K | 0.31% | 41 |
|
|
2015
Q3 | $866K | Sell |
31,404
-2,600
| -8% | -$71.7K | 0.37% | 34 |
|
|
2015
Q2 | $1.07M | Sell |
34,004
-700
| -2% | -$21.9K | 0.4% | 30 |
|
|
2015
Q1 | $1.08M | Sell |
34,704
-3,320
| -9% | -$103K | 0.42% | 30 |
|
|
2014
Q4 | $1.05M | Sell |
38,024
-540
| -1% | -$14.9K | 0.42% | 31 |
|
|
2014
Q3 | $971K | Sell |
38,564
-384
| -1% | -$9.67K | 0.44% | 32 |
|
|
2014
Q2 | $905K | Sell |
38,948
-3,528
| -8% | -$82K | 0.44% | 36 |
|
|
2014
Q1 | $814K | Sell |
42,476
-4,396
| -9% | -$84.2K | 0.43% | 35 |
|
|
2013
Q4 | $939K | Sell |
46,872
-2,100
| -4% | -$42.1K | 0.51% | 30 |
|
|
2013
Q3 | $834K | Sell |
48,972
-1,120
| -2% | -$19.1K | 0.52% | 33 |
|
|
2013
Q2 | $709K | Buy |
+50,092
| New | +$709K | 0.49% | 35 |
|