JAG
Journey Advisory Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.9M | Sell |
155,647
-4,023
| -3% | -$825K | 2.48% | 6 |
|
|
2025
Q1 | $35.5M | Sell |
159,670
-5,339
| -3% | -$1.19M | 2.9% | 4 |
|
|
2024
Q4 | $34.8M | Hold |
165,009
| – | – | 4.16% | 3 |
|
|
2024
Q3 | $34.8M | Buy |
165,009
+757
| +0.5% | +$159K | 4.16% | 3 |
|
|
2024
Q2 | $34.6M | Sell |
164,252
-6,201
| -4% | -$1.31M | 4.13% | 3 |
|
|
2024
Q1 | $29.2M | Sell |
170,453
-250
| -0.1% | -$42.9K | 3.6% | 4 |
|
|
2023
Q4 | $32.9M | Sell |
170,703
-976
| -0.6% | -$188K | 4.47% | 2 |
|
|
2023
Q3 | $29.4M | Sell |
171,679
-1,506
| -0.9% | -$258K | 4.39% | 2 |
|
|
2023
Q2 | $33.6M | Sell |
173,185
-6,692
| -4% | -$1.3M | 5% | 1 |
|
|
2023
Q1 | $29.7M | Sell |
179,877
-1,588
| -0.9% | -$262K | 4.65% | 1 |
|
|
2022
Q4 | $23.6M | Buy |
181,465
+6,227
| +4% | +$809K | 5.87% | 2 |
|
|
2022
Q3 | $24.2M | Sell |
175,238
-3,645
| -2% | -$504K | 6.18% | 1 |
|
|
2022
Q2 | $28.9M | Buy |
178,883
+16,464
| +10% | +$2.66M | 6.64% | 1 |
|
|
2022
Q1 | $28.4M | Buy |
162,419
+1,264
| +0.8% | +$221K | 7.18% | 1 |
|
|
2021
Q4 | $28.6M | Sell |
161,155
-1,341
| -0.8% | -$238K | 7.91% | 1 |
|
|
2021
Q3 | $23M | Sell |
162,496
-181
| -0.1% | -$25.6K | 7.45% | 1 |
|
|
2021
Q2 | $22.3M | Buy |
162,677
+4,863
| +3% | +$666K | 7.08% | 1 |
|
|
2021
Q1 | $19.3M | Buy |
157,814
+1,358
| +0.9% | +$166K | 6.74% | 1 |
|
|
2020
Q4 | $20.8M | Buy |
+156,456
| New | +$20.8M | 7.77% | 1 |
|