Jordan Park Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.44M | Hold |
7,000
| – | – | 0.09% | 39 |
|
2025
Q1 | $1.55M | Sell |
7,000
-2
| -0% | -$444 | 0.11% | 37 |
|
2024
Q4 | $1.75M | Buy |
7,002
+2
| +0% | +$501 | 0.13% | 37 |
|
2024
Q3 | $1.63M | Buy |
+7,000
| New | +$1.63M | 0.11% | 40 |
|
2021
Q1 | – | Sell |
-2,757
| Closed | -$366K | – | 41 |
|
2020
Q4 | $366K | Buy |
+2,757
| New | +$366K | 1.68% | 14 |
|
2019
Q3 | – | Sell |
-12,580
| Closed | -$622K | – | 34 |
|
2019
Q2 | $622K | Buy |
+12,580
| New | +$622K | 0.06% | 29 |
|
2018
Q4 | – | Sell |
-4,440
| Closed | -$251K | – | 28 |
|
2018
Q3 | $251K | Buy |
+4,440
| New | +$251K | 0.04% | 21 |
|
2018
Q1 | – | Sell |
-31,380
| Closed | -$1.33M | – | 19 |
|
2017
Q4 | $1.33M | Buy |
+31,380
| New | +$1.33M | 0.31% | 13 |
|