Miller Equity Capital 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
Q1 | $262K | Sell |
1,180
-15,070
| -93% | -$3.49M | 18.12% | 2 |
|
|
2024
Q4 | $4.07M | Hold |
16,250
| – | – | 1.55% | 19 |
|
|
2024
Q3 | $3.79M | Sell |
16,250
-1,244
| -7% | -$278K | 1.48% | 20 |
|
|
2024
Q2 | $3.68M | Sell |
17,494
-260
| -1% | -$48.5K | 1.53% | 18 |
|
|
2024
Q1 | $3.04M | Hold |
17,754
| – | – | 1.26% | 24 |
|
|
2023
Q4 | $3.42M | Buy |
17,754
+360
| +2% | +$66.5K | 1.54% | 18 |
|
|
2023
Q3 | $2.98M | Hold |
17,394
| – | – | 1.54% | 22 |
|
|
2023
Q2 | $3.37M | Hold |
17,394
| – | – | 1.71% | 18 |
|
|
2023
Q1 | $2.87M | Hold |
17,394
| – | – | 1.6% | 19 |
|
|
2022
Q4 | $2.26M | Buy |
17,394
+400
| +2% | +$57.2K | 1.47% | 23 |
|
|
2022
Q3 | $2.35M | Buy |
16,994
+1,150
| +7% | +$180K | 1.72% | 19 |
|
|
2022
Q2 | $2.17M | Buy |
15,844
+4,270
| +37% | +$647K | 1.85% | 19 |
|
|
2022
Q1 | $2.02M | Buy |
11,574
+3,200
| +38% | +$538K | 1.71% | 21 |
|
|
2021
Q4 | $1.49M | Buy |
8,374
+1,210
| +17% | +$191K | 1.38% | 27 |
|
|
2021
Q3 | $1.01M | Hold |
7,164
| – | – | 1% | 30 |
|
|
2021
Q2 | $981K | Buy |
7,164
+1,200
| +20% | +$155K | 1.01% | 31 |
|
|
2021
Q1 | $729K | Sell |
5,964
-1,500
| -20% | -$193K | 0.91% | 32 |
|
|
2020
Q4 | $990K | Buy |
7,464
+1,644
| +28% | +$198K | 1.32% | 28 |
|
|
2020
Q3 | $674K | Buy |
5,820
+1,900
| +48% | +$207K | 1.02% | 27 |
|
|
2020
Q2 | $358K | Sell |
3,920
-1,184
| -23% | -$91.7K | 0.58% | 33 |
|
|
2020
Q1 | $325K | Sell |
5,104
-1,720
| -25% | -$126K | 0.61% | 33 |
|
|
2019
Q4 | $501K | Buy |
+6,824
| New | +$439K | 0.64% | 32 |
|
Other funds holding AAPL
