Matrix Asset Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $37.8M | Sell |
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|
2025
Q2 | $30.5M | Buy |
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|
2025
Q1 | $31.6M | Sell |
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|
2024
Q4 | $35.8M | Buy |
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|
2024
Q3 | $32.8M | Buy |
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|
2024
Q2 | $29.2M | Sell |
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|
2024
Q1 | $23.9M | Buy |
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|
2023
Q4 | $26.7M | Sell |
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|
2023
Q3 | $23.9M | Sell |
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|
2023
Q2 | $27.8M | Sell |
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|
2023
Q1 | $24M | Buy |
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|
2022
Q4 | $17.8M | Buy |
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|
2022
Q3 | $18.6M | Sell |
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|
2022
Q2 | $18.5M | Buy |
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|
2022
Q1 | $22.3M | Buy |
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|
2021
Q4 | $22.3M | Sell |
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|
2021
Q3 | $17.8M | Buy |
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|
2021
Q2 | $16.6M | Buy |
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|
2021
Q1 | $14.7M | Sell |
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|
2020
Q4 | $16.1M | Buy |
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|
2020
Q3 | $13.9M | Sell |
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|
2020
Q2 | $11M | Sell |
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|
2020
Q1 | $7.8M | Sell |
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|
2019
Q4 | $9.4M | Sell |
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|
2019
Q3 | $7.37M | Sell |
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|
2019
Q2 | $6.66M | Sell |
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|
2019
Q1 | $6.96M | Buy |
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|
2018
Q4 | $5.78M | Buy |
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|
2018
Q3 | $8.08M | Sell |
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|
2018
Q2 | $6.72M | Buy |
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|
2018
Q1 | $6.03M | Sell |
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|
2017
Q4 | $6.46M | Sell |
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|
2017
Q3 | $6M | Sell |
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|
2017
Q2 | $5.65M | Sell |
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|
2017
Q1 | $5.7M | Sell |
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|
2016
Q4 | $5.08M | Buy |
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|
2016
Q3 | $4.74M | Buy |
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|
2016
Q2 | $3.97M | Buy |
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|
2016
Q1 | $2.36M | Buy |
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|
2015
Q4 | $426K | Sell |
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|
2015
Q3 | $458K | Sell |
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|
2015
Q2 | $558K | Buy |
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|
2015
Q1 | $483K | Buy |
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|
2014
Q4 | $428K | Buy |
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|
2014
Q3 | $381K | Buy |
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|
2014
Q2 | $349K | Buy |
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|
2014
Q1 | $287K | Sell |
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|
2013
Q4 | $301K | Buy |
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|
2013
Q3 | $236K | Buy |
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