Northstar Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Sell |
23,834
-5,209
| -18% | -$1.07M | 2.39% | 9 |
|
|
2025
Q1 | $6.45M | Sell |
29,043
-5,752
| -17% | -$1.28M | 4.21% | 4 |
|
|
2024
Q4 | $8.71M | Buy |
34,795
+895
| +3% | +$224K | 4.43% | 4 |
|
|
2024
Q3 | $7.9M | Sell |
33,900
-6,702
| -17% | -$1.56M | 4.1% | 5 |
|
|
2024
Q2 | $8.55M | Buy |
40,602
+13,100
| +48% | +$2.76M | 4.92% | 4 |
|
|
2024
Q1 | $5.08M | Sell |
27,502
-1,698
| -6% | -$313K | 3.07% | 8 |
|
|
2023
Q4 | $5.62M | Sell |
29,200
-13,334
| -31% | -$2.57M | 3.34% | 10 |
|
|
2023
Q3 | $7.28M | Sell |
42,534
-6,563
| -13% | -$1.12M | 5.31% | 4 |
|
|
2023
Q2 | $9.52M | Buy |
49,097
+31,938
| +186% | +$6.2M | 6.23% | 2 |
|
|
2023
Q1 | $2.83M | Sell |
17,159
-784
| -4% | -$129K | 2.12% | 10 |
|
|
2022
Q4 | $2.33M | Sell |
17,943
-12,480
| -41% | -$1.62M | 1.84% | 8 |
|
|
2022
Q3 | $4.2M | Sell |
30,423
-3,328
| -10% | -$460K | 3.77% | 7 |
|
|
2022
Q2 | $4.61M | Sell |
33,751
-5,565
| -14% | -$761K | 3.43% | 8 |
|
|
2022
Q1 | $6.87M | Buy |
39,316
+2,561
| +7% | +$447K | 4.42% | 6 |
|
|
2021
Q4 | $6.53M | Buy |
36,755
+33,145
| +918% | +$5.89M | 3.87% | 6 |
|
|
2021
Q3 | $511K | Sell |
3,610
-35,787
| -91% | -$5.07M | 0.5% | 33 |
|
|
2021
Q2 | $5.4M | Buy |
39,397
+28,134
| +250% | +$3.85M | 3.37% | 4 |
|
|
2021
Q1 | $1.38M | Sell |
11,263
-699
| -6% | -$85.4K | 1.05% | 29 |
|
|
2020
Q4 | $1.59M | Buy |
+11,962
| New | +$1.59M | 1.33% | 19 |
|