Mount Yale Investment 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
Q2 | $143M | Buy |
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|
2025
Q1 | $152M | Sell |
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|
2024
Q4 | $173M | Sell |
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|
2024
Q3 | $190M | Sell |
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|
2024
Q2 | $197M | Sell |
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|
2024
Q1 | $184M | Buy |
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|
2023
Q4 | $196M | Buy |
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|
2023
Q3 | $168M | Buy |
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|
2023
Q2 | $175M | Sell |
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|
2023
Q1 | $156M | Buy |
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|
2022
Q4 | $119M | Buy |
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|
2022
Q3 | $121M | Sell |
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|
2022
Q2 | $120M | Sell |
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|
2022
Q1 | $155M | Sell |
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|
2021
Q4 | $159M | Sell |
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|
2021
Q3 | $133M | Sell |
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|
2021
Q2 | $135M | Sell |
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|
2021
Q1 | $122M | Buy |
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|
2020
Q4 | $104M | Sell |
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|
2020
Q3 | $93.3M | Sell |
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|
2020
Q2 | $75.5M | Buy |
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|
2020
Q1 | $50.5M | Sell |
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|
2019
Q4 | $62.2M | Sell |
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|
2019
Q3 | $57.7M | Sell |
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|
2019
Q2 | $59.5M | Sell |
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|
2019
Q1 | $57.7M | Buy |
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|
2018
Q4 | $45.2M | Sell |
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|
2018
Q3 | $68.2M | Buy |
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|
2018
Q2 | $32.3M | Buy |
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|
2018
Q1 | $11.6M | Buy |
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