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NewEdge Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506M | Buy |
2,523,087
+106,345
| +4% | +$21.3M | 2.61% | 2 |
|
|
2025
Q1 | $537M | Buy |
2,416,742
+1,465
| +0.1% | +$326K | 3.19% | 1 |
|
|
2024
Q4 | $605M | Buy |
2,415,277
+111,827
| +5% | +$28M | 3.63% | 1 |
|
|
2024
Q3 | $537M | Buy |
2,303,450
+63,870
| +3% | +$14.9M | 3.48% | 1 |
|
|
2024
Q2 | $472M | Buy |
2,239,580
+233,112
| +12% | +$49.1M | 3.43% | 1 |
|
|
2024
Q1 | $344M | Buy |
2,006,468
+13,185
| +0.7% | +$2.26M | 3% | 1 |
|
|
2023
Q4 | $386M | Buy |
1,993,283
+118,145
| +6% | +$22.9M | 3.66% | 1 |
|
|
2023
Q3 | $321M | Buy |
1,875,138
+230,236
| +14% | +$39.4M | 3.53% | 1 |
|
|
2023
Q2 | $319M | Buy |
1,644,902
+9,268
| +0.6% | +$1.8M | 3.61% | 1 |
|
|
2023
Q1 | $270M | Buy |
1,635,634
+48,844
| +3% | +$8.06M | 3.38% | 1 |
|
|
2022
Q4 | $109M | Buy |
1,586,790
+100,834
| +7% | +$6.94M | 2.95% | 1 |
|
|
2022
Q3 | $195M | Buy |
+1,485,956
| New | +$195M | 3.21% | 1 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1555 |
|
|
2022
Q1 | – | Sell |
-1,320,578
| Closed | -$234M | – | 1144 |
|
|
2021
Q4 | $234M | Buy |
1,320,578
+477,531
| +57% | +$84.8M | 3.54% | 1 |
|
|
2021
Q3 | $119M | Buy |
843,047
+75,495
| +10% | +$10.7M | 2.95% | 2 |
|
|
2021
Q2 | $105M | Sell |
767,552
-2,259
| -0.3% | -$309K | 2.8% | 2 |
|
|
2021
Q1 | $94M | Buy |
769,811
+20,393
| +3% | +$2.49M | 2.8% | 2 |
|
|
2020
Q4 | $99.4M | Sell |
749,418
-31,225
| -4% | -$4.14M | 3.26% | 2 |
|
|
2020
Q3 | $90.4M | Buy |
780,643
+600,442
| +333% | +$69.5M | 3.14% | 2 |
|
|
2020
Q2 | $65.7M | Buy |
180,201
+19,447
| +12% | +$7.09M | 2.57% | 3 |
|
|
2020
Q1 | $40.9M | Buy |
160,754
+8,597
| +6% | +$2.19M | 1.97% | 4 |
|
|
2019
Q4 | $44.7M | Buy |
152,157
+5,342
| +4% | +$1.57M | 1.78% | 4 |
|
|
2019
Q3 | $33.2M | Buy |
146,815
+21,007
| +17% | +$4.75M | 1.48% | 6 |
|
|
2019
Q2 | $24.9M | Buy |
125,808
+706
| +0.6% | +$140K | 1.52% | 5 |
|
|
2019
Q1 | $23.8M | Buy |
125,102
+10,798
| +9% | +$2.05M | 1.53% | 5 |
|
|
2018
Q4 | $18K | Buy |
114,304
+8,759
| +8% | +$1.38K | 1.16% | 7 |
|
|
2018
Q3 | $23.8M | Buy |
105,545
+8,212
| +8% | +$1.85M | 1.83% | 3 |
|
|
2018
Q2 | $18.2K | Buy |
97,333
+12,104
| +14% | +$2.27K | 1.66% | 4 |
|
|
2018
Q1 | $14.2M | Buy |
85,229
+20,993
| +33% | +$3.5M | 1.62% | 4 |
|
|
2017
Q4 | $11.2M | Buy |
64,236
+12,717
| +25% | +$2.22M | 1.51% | 6 |
|
|
2017
Q3 | $8.03M | Buy |
51,519
+6,472
| +14% | +$1.01M | 1.25% | 13 |
|
|
2017
Q2 | $6.53M | Buy |
45,047
+12,249
| +37% | +$1.78M | 1.12% | 21 |
|
|
2017
Q1 | $4.71M | Buy |
32,798
+6,345
| +24% | +$911K | 1.07% | 29 |
|
|
2016
Q4 | $3.18M | Buy |
26,453
+2,642
| +11% | +$317K | 0.88% | 41 |
|
|
2016
Q3 | $2.69M | Buy |
23,811
+2,768
| +13% | +$313K | 0.85% | 44 |
|
|
2016
Q2 | $2.02M | Buy |
21,043
+3,319
| +19% | +$318K | 0.83% | 36 |
|
|
2016
Q1 | $1.94M | Buy |
+17,724
| New | +$1.94M | 1.63% | 30 |
|