Kercheville 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 | $14.7M | Sell |
71,656
-804
| -1% | -$165K | 5.07% | 2 |
|
|
2025
Q1 | $16.1M | Sell |
72,460
-3,066
| -4% | -$681K | 6.56% | 2 |
|
|
2024
Q4 | $18.9M | Buy |
75,526
+2,391
| +3% | +$599K | 7.34% | 2 |
|
|
2024
Q3 | $17M | Sell |
73,135
-84
| -0.1% | -$19.6K | 7.19% | 2 |
|
|
2024
Q2 | $15.4M | Buy |
73,219
+1,040
| +1% | +$219K | 6.69% | 2 |
|
|
2024
Q1 | $12.4M | Sell |
72,179
-25
| -0% | -$4.29K | 5.85% | 2 |
|
|
2023
Q4 | $13.9M | Sell |
72,204
-1,089
| -1% | -$210K | 7.81% | 2 |
|
|
2023
Q3 | $12.5M | Sell |
73,293
-15,903
| -18% | -$2.72M | 7.96% | 1 |
|
|
2023
Q2 | $17.3M | Sell |
89,196
-1,906
| -2% | -$370K | 10.48% | 1 |
|
|
2023
Q1 | $15M | Sell |
91,102
-5,717
| -6% | -$943K | 10.3% | 1 |
|
|
2022
Q4 | $12.6M | Buy |
+96,819
| New | +$12.6M | 8.68% | 1 |
|
|
2022
Q3 | – | Sell |
-106,736
| Closed | -$14.6M | – | 82 |
|
|
2022
Q2 | $14.6M | Sell |
106,736
-15,291
| -13% | -$2.09M | 9.57% | 1 |
|
|
2022
Q1 | $21.3M | Sell |
122,027
-5,494
| -4% | -$959K | 10.09% | 1 |
|
|
2021
Q4 | $22.6M | Sell |
127,521
-222
| -0.2% | -$39.4K | 9.88% | 2 |
|
|
2021
Q3 | $18.1M | Sell |
127,743
-398
| -0.3% | -$56.3K | 8.57% | 2 |
|
|
2021
Q2 | $17.6M | Buy |
128,141
+37
| +0% | +$5.07K | 8.13% | 2 |
|
|
2021
Q1 | $15.6M | Sell |
128,104
-462
| -0.4% | -$56.4K | 7.84% | 2 |
|
|
2020
Q4 | $17.1M | Buy |
+128,566
| New | +$17.1M | 9.29% | 2 |
|