Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.58M Buy
37,742
+1,202
+3% +$313K 1.34% 16
2025
Q4
$9.93M Sell
36,540
-520
-1% -$140K 1.44% 14
2025
Q3
$9.44M Buy
37,060
+562
+2% +$127K 1.42% 12
2025
Q2
$7.49M Buy
36,498
+566
+2% +$114K 1.23% 14
2025
Q1
$7.98M Sell
35,932
-393
-1% -$91K 1.42% 11
2024
Q4
$9.1M Buy
36,325
+527
+1% +$124K 1.62% 10
2024
Q3
$8.34M Buy
35,798
+1,306
+4% +$292K 1.51% 11
2024
Q2
$7.26M Buy
34,492
+14
+0% +$2.61K 1.4% 13
2024
Q1
$5.91M Buy
34,478
+358
+1% +$65.1K 1.18% 18
2023
Q4
$6.57M Sell
34,120
-810
-2% -$150K 1.44% 12
2023
Q3
$5.98M Sell
34,930
-1,081
-3% -$198K 1.46% 12
2023
Q2
$6.99M Buy
36,011
+61
+0.2% +$10.6K 1.69% 11
2023
Q1
$5.93M Buy
35,950
+934
+3% +$138K 1.52% 14
2022
Q4
$4.55M Buy
35,016
+5,551
+19% +$793K 1.25% 16
2022
Q3
$4.07M Sell
29,465
-7,457
-20% -$1.17M 1.41% 16
2022
Q2
$5.05M Sell
36,922
-48
-0.1% -$7.27K 1.31% 20
2022
Q1
$6.46M Sell
36,970
-348
-0.9% -$58.5K 1.68% 11
2021
Q4
$6.63M Buy
37,318
+201
+0.5% +$31.8K 1.77% 9
2021
Q3
$5.25M Buy
37,117
+430
+1% +$63.3K 1.52% 15
2021
Q2
$5.03M Sell
36,687
-9,286
-20% -$1.2M 1.48% 14
2021
Q1
$5.62M Sell
45,973
-495
-1% -$63.5K 1.67% 11
2020
Q4
$6.17M Sell
46,468
-1,964
-4% -$236K 1.97% 10
2020
Q3
$5.61M Buy
48,432
+1,256
+3% +$137K 1.98% 11
2020
Q2
$4.3M Buy
47,176
+7,672
+19% +$595K 1.77% 9
2020
Q1
$2.51M Sell
39,504
-236,316
-86% -$17.4M 1.34% 14
2019
Q4
$2.03K Buy
+275,820
New +$17.7M 0.98% 16

Other funds holding AAPL