PA
Paragon Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
21,297
+13,179
| +162% | +$2.7M | 1.14% | 25 |
|
|
2025
Q1 | $1.8M | Sell |
8,118
-567
| -7% | -$126K | 0.68% | 49 |
|
|
2024
Q4 | $2.17M | Buy |
8,685
+1,557
| +22% | +$390K | 0.75% | 39 |
|
|
2024
Q3 | $1.66M | Buy |
7,128
+370
| +5% | +$86.2K | 0.54% | 53 |
|
|
2024
Q2 | $1.42M | Sell |
6,758
-11,425
| -63% | -$2.41M | 0.52% | 55 |
|
|
2024
Q1 | $3.12M | Buy |
18,183
+4,793
| +36% | +$822K | 1.26% | 23 |
|
|
2023
Q4 | $2.58M | Sell |
13,390
-284
| -2% | -$54.7K | 1.09% | 18 |
|
|
2023
Q3 | $2.34M | Buy |
13,674
+1,107
| +9% | +$190K | 0.97% | 25 |
|
|
2023
Q2 | $2.44M | Sell |
12,567
-2,463
| -16% | -$478K | 0.79% | 38 |
|
|
2023
Q1 | $2.48M | Buy |
15,030
+6,873
| +84% | +$1.13M | 0.83% | 32 |
|
|
2022
Q4 | $1.06M | Buy |
8,157
+329
| +4% | +$42.7K | 0.47% | 52 |
|
|
2022
Q3 | $1.08M | Sell |
7,828
-8,861
| -53% | -$1.22M | 0.55% | 41 |
|
|
2022
Q2 | $2.28M | Sell |
16,689
-7,720
| -32% | -$1.06M | 1.14% | 23 |
|
|
2022
Q1 | $4.26M | Buy |
24,409
+15,288
| +168% | +$2.67M | 1.78% | 10 |
|
|
2021
Q4 | $1.62M | Buy |
9,121
+127
| +1% | +$22.6K | 0.79% | 38 |
|
|
2021
Q3 | $1.27M | Buy |
8,994
+839
| +10% | +$119K | 0.62% | 45 |
|
|
2021
Q2 | $1.12M | Buy |
8,155
+996
| +14% | +$136K | 0.52% | 51 |
|
|
2021
Q1 | $874K | Sell |
7,159
-834
| -10% | -$102K | 0.48% | 56 |
|
|
2020
Q4 | $1.03M | Sell |
7,993
-151
| -2% | -$19.5K | 0.56% | 51 |
|
|
2020
Q3 | $943K | Buy |
8,144
+6,039
| +287% | +$699K | 0.63% | 41 |
|
|
2020
Q2 | $768K | Sell |
2,105
-230
| -10% | -$83.9K | 0.62% | 42 |
|
|
2020
Q1 | $594K | Sell |
2,335
-75
| -3% | -$19.1K | 0.79% | 25 |
|
|
2019
Q4 | $748K | Buy |
+2,410
| New | +$748K | 0.81% | 27 |
|