Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$3.18M Buy
11,699
+1,496
+15% +$402K 2.58% 13
2025
Q3
$2.6M Sell
10,203
-40
-0.4% -$9.04K 2.24% 14
2025
Q2
$2.1M Sell
10,243
-41
-0.4% -$8.28K 1.83% 18
2025
Q1
$2.28M Buy
10,284
+160
+2% +$37.1K 2.21% 14
2024
Q4
$2.54M Buy
+10,124
New +$2.39M 2.42% 12
2022
Q3
$1.41M Sell
10,203
-40
-0.4% -$6.28K 2.37% 12
2022
Q2
$1.4M Sell
10,243
-92
-0.9% -$13.9K 2.2% 12
2022
Q1
$1.8M Sell
10,335
-220
-2% -$37K 2.24% 12
2021
Q4
$1.87M Buy
+10,555
New +$1.67M 2.16% 11

Other funds holding AAPL