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Milestone Advisory Partners’s Apple AAPL Stock Holding History

Milestone Advisory Partners’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.64M Buy
15,413
+1
+0% +$183 2.19% 18
2023
Q2 		$2.99M Sell
15,412
-244
-2% -$42.5K 2.71% 11
2023
Q1 		$2.58M Sell
15,656
-825
-5% -$122K 2.38% 15
2022
Q4 		$2.14M Sell
16,481
-824
-5% -$118K 1.59% 16
2022
Q3 		$2.39M Sell
17,305
-250
-1% -$39.2K 1.79% 14
2022
Q2 		$2.44M Sell
17,555
-22
-0.1% -$3.33K 1.98% 14
2022
Q1 		$3.07M Buy
17,577
+5,447
+45% +$916K 1.66% 19
2021
Q4 		$2.15M Buy
12,130
+310
+3% +$49K 1.09% 26
2021
Q3 		$1.67M Sell
11,820
-344
-3% -$50.6K 0.98% 29
2021
Q2 		$1.67M Buy
12,164
+5
+0% +$648 0.88% 29
2021
Q1 		$1.49M Sell
12,159
-777
-6% -$99.7K 0.79% 27
2020
Q4 		$1.72M Sell
12,936
-481
-4% -$57.9K 0.98% 28
2020
Q3 		$1.55M Buy
13,417
+117
+0.9% +$12.8K 0.97% 24
2020
Q2 		$1.21M Sell
13,300
-400
-3% -$31K 0.71% 23
2020
Q1 		$871K Sell
13,700
-1,604
-10% -$118K 0.6% 18
2019
Q4 		$1.12M Hold
15,304
– – 0.59% 24
2019
Q3 		$857K Sell
15,304
-40
-0.3% -$2.09K 0.48% 28
2019
Q2 		$759K Buy
15,344
+128
+0.8% +$6.24K 0.46% 28
2019
Q1 		$723K Buy
15,216
+56
+0.4% +$2.38K 0.47% 28
2018
Q4 		$592K Sell
15,160
-120
-0.8% -$5.82K 0.51% 25
2018
Q3 		$862K Sell
15,280
-4,020
-21% -$209K 0.61% 26
2018
Q2 		$893K Hold
19,300
– – 0.66% 26
2018
Q1 		$810K Sell
19,300
-3,564
-16% -$153K 0.61% 24
2017
Q4 		$967K Buy
+22,864
New +$955K 0.72% 25

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Milestone Advisory Partners's AAPL Position: Q3 2023 in Review

Milestone Advisory Partners increased its Apple (AAPL) stake by 0.01% in Q3 2023, buying an estimated $183 and bringing the position to 15,413 shares worth $2.64M. The position accounts for 2.19% of the portfolio, ranked #18.

Milestone Advisory Partners first reported a position in AAPL in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.07M in Q1 2022. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

  • Milestone Advisory Partners held 15,413 shares of Apple worth $2.64M as of Q3 2023.
  • Milestone Advisory Partners bought 1 Apple share in Q3 2023, an estimated $183.
  • Apple made up 2.19% of Milestone Advisory Partners's portfolio in Q3 2023, its #18 holding.
  • Milestone Advisory Partners first reported a position in Apple in Q4 2017 and has held it in 24 quarters since.
  • Milestone Advisory Partners's Apple position peaked at $3.07M in Q1 2022.
  • 4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.