Modus Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.89M | Sell |
31,073
-6,712
| -18% | -$1.75M | 2.17% | 10 |
|
|
2025
Q4 | $10.3M | Sell |
37,785
-8,201
| -18% | -$2.2M | 2.71% | 7 |
|
|
2025
Q3 | $11.7M | Sell |
45,986
-1,741
| -4% | -$393K | 3.19% | 5 |
|
|
2025
Q2 | $9.79M | Sell |
47,727
-86
| -0.2% | -$17.4K | 2.91% | 6 |
|
|
2025
Q1 | $10.6M | Sell |
47,813
-212
| -0.4% | -$49.1K | 3.48% | 3 |
|
|
2024
Q4 | $12M | Sell |
48,025
-1,663
| -3% | -$392K | 3.77% | 3 |
|
|
2024
Q3 | $11.6M | Sell |
49,688
-253
| -0.5% | -$56.5K | 3.8% | 3 |
|
|
2024
Q2 | $10.5M | Buy |
49,941
+454
| +0.9% | +$84.7K | 3.72% | 3 |
|
|
2024
Q1 | $8.49M | Sell |
49,487
-2,008
| -4% | -$365K | 3.14% | 6 |
|
|
2023
Q4 | $9.91M | Buy |
51,495
+796
| +2% | +$147K | 4.02% | 3 |
|
|
2023
Q3 | $8.68M | Sell |
50,699
-122
| -0.2% | -$22.4K | 3.79% | 4 |
|
|
2023
Q2 | $9.86M | Sell |
50,821
-2,652
| -5% | -$462K | 4.23% | 2 |
|
|
2023
Q1 | $8.82M | Sell |
53,473
-141
| -0.3% | -$20.8K | 4.06% | 3 |
|
|
2022
Q4 | $6.97M | Buy |
53,614
+6
| +0% | +$857 | 3.37% | 5 |
|
|
2022
Q3 | $7.41M | Sell |
53,608
-37
| -0.1% | -$5.81K | 3.9% | 5 |
|
|
2022
Q2 | $7.33M | Buy |
53,645
+421
| +0.8% | +$63.8K | 3.71% | 5 |
|
|
2022
Q1 | $9.29M | Sell |
53,224
-522
| -1% | -$87.8K | 4.08% | 4 |
|
|
2021
Q4 | $9.54M | Sell |
53,746
-3,782
| -7% | -$598K | 4.06% | 4 |
|
|
2021
Q3 | $8.14M | Sell |
57,528
-1,401
| -2% | -$206K | 3.52% | 4 |
|
|
2021
Q2 | $8.07M | Buy |
58,929
+48
| +0.1% | +$6.22K | 3.4% | 4 |
|
|
2021
Q1 | $7.19M | Buy |
58,881
+1,106
| +2% | +$142K | 3.33% | 6 |
|
|
2020
Q4 | $7.67M | Sell |
57,775
-1,723
| -3% | -$207K | 3.97% | 4 |
|
|
2020
Q3 | $6.89M | Buy |
59,498
+4,438
| +8% | +$484K | 3.96% | 5 |
|
|
2020
Q2 | $5.02M | Buy |
55,060
+6,724
| +14% | +$521K | 3.27% | 7 |
|
|
2020
Q1 | $3.07M | Sell |
48,336
-5,320
| -10% | -$391K | 2.85% | 12 |
|
|
2019
Q4 | $3.94M | Buy |
+53,656
| New | +$3.45M | 3.1% | 11 |
|
Other funds holding AAPL
VCM
VPM
