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Nottingham Advisors’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$702K Sell
3,420
-2,153
-39% -$442K 0.1% 61
2025
Q1
$1.24M Sell
5,573
-6,776
-55% -$1.51M 0.19% 55
2024
Q4
$3.09M Sell
12,349
-4,617
-27% -$1.16M 0.39% 37
2024
Q3
$3.95M Sell
16,966
-5,104
-23% -$1.19M 0.44% 39
2024
Q2
$4.65M Buy
22,070
+4,237
+24% +$892K 0.55% 35
2024
Q1
$3.06M Buy
17,833
+317
+2% +$54.4K 0.37% 38
2023
Q4
$3.37M Sell
17,516
-186
-1% -$35.8K 0.47% 37
2023
Q3
$3.03M Buy
17,702
+117
+0.7% +$20K 0.47% 35
2023
Q2
$3.41M Sell
17,585
-450
-2% -$87.3K 0.45% 38
2023
Q1
$2.97M Sell
18,035
-962
-5% -$159K 0.4% 42
2022
Q4
$2.47M Buy
18,997
+887
+5% +$115K 0.33% 46
2022
Q3
$2.5M Sell
18,110
-274
-1% -$37.9K 0.36% 42
2022
Q2
$2.51M Buy
18,384
+697
+4% +$95.3K 0.34% 42
2022
Q1
$3.09M Buy
17,687
+250
+1% +$43.6K 0.37% 40
2021
Q4
$3.1M Sell
17,437
-300
-2% -$53.3K 0.34% 43
2021
Q3
$2.51M Hold
17,737
0.25% 47
2021
Q2
$2.43M Sell
17,737
-275
-2% -$37.7K 0.27% 52
2021
Q1
$2.2M Sell
18,012
-618
-3% -$75.5K 0.25% 51
2020
Q4
$2.47M Buy
18,630
+127
+0.7% +$16.9K 0.36% 45
2020
Q3
$2.14M Buy
18,503
+13,868
+299% +$1.61M 0.28% 44
2020
Q2
$1.73K Sell
4,635
-1,995
-30% -$746 0.11% 48
2020
Q1
$1.69M Buy
6,630
+1,431
+28% +$364K 0.26% 49
2019
Q4
$1.53M Buy
5,199
+1,090
+27% +$320K 0.2% 49
2019
Q3
$920K Sell
4,109
-840
-17% -$188K 0.12% 60
2019
Q2
$980K Buy
4,949
+1,241
+33% +$246K 0.14% 58
2019
Q1
$704K Buy
3,708
+490
+15% +$93K 0.1% 63
2018
Q4
$726K Hold
3,218
0.11% 57
2018
Q3
$726K Buy
3,218
+987
+44% +$223K 0.11% 59
2018
Q2
$374K Hold
2,231
0.06% 68
2018
Q1
$374K Sell
2,231
-1,319
-37% -$221K 0.06% 61
2017
Q4
$601K Buy
3,550
+142
+4% +$24K 0.08% 66
2017
Q3
$525K Sell
3,408
-416
-11% -$64.1K 0.07% 71
2017
Q2
$551K Buy
3,824
+45
+1% +$6.48K 0.08% 68
2017
Q1
$543K Sell
3,779
-100
-3% -$14.4K 0.09% 67
2016
Q4
$449K Buy
3,879
+176
+5% +$20.4K 0.08% 72
2016
Q3
$419K Buy
3,703
+65
+2% +$7.36K 0.07% 71
2016
Q2
$348K Sell
3,638
-441
-11% -$42.2K 0.06% 65
2016
Q1
$429K Hold
4,079
0.08% 68
2015
Q4
$429K Buy
4,079
+1,485
+57% +$156K 0.08% 68
2015
Q3
$286K Sell
2,594
-315
-11% -$34.7K 0.05% 75
2015
Q2
$365K Buy
2,909
+465
+19% +$58.3K 0.06% 75
2015
Q1
$304K Hold
2,444
0.05% 79
2014
Q4
$271K Sell
2,444
-289
-11% -$32K 0.07% 78
2014
Q3
$273K Sell
2,733
-130
-5% -$13K 0.09% 44
2014
Q2
$266K Buy
2,863
+2,411
+533% +$224K 0.09% 42
2014
Q1
$242K Buy
+452
New +$242K 0.09% 43