PA
Parkside Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Sell |
25,729
-759
| -3% | -$156K | 1.16% | 19 |
|
|
2025
Q1 | $5.88M | Sell |
26,488
-3,976
| -13% | -$883K | 1.42% | 18 |
|
|
2024
Q4 | $7.63M | Buy |
30,464
+6,169
| +25% | +$1.54M | 1.8% | 16 |
|
|
2024
Q3 | $5.66M | Sell |
24,295
-394
| -2% | -$91.8K | 1.34% | 18 |
|
|
2024
Q2 | $5.2M | Sell |
24,689
-18,943
| -43% | -$3.99M | 1.33% | 18 |
|
|
2024
Q1 | $7.48M | Sell |
43,632
-933
| -2% | -$160K | 1.93% | 15 |
|
|
2023
Q4 | $8.58M | Sell |
44,565
-488
| -1% | -$94K | 2.38% | 13 |
|
|
2023
Q3 | $7.71M | Buy |
45,053
+14,572
| +48% | +$2.49M | 2.4% | 12 |
|
|
2023
Q2 | $5.91M | Sell |
30,481
-583
| -2% | -$113K | 1.83% | 16 |
|
|
2023
Q1 | $5.12M | Sell |
31,064
-650
| -2% | -$107K | 1.7% | 13 |
|
|
2022
Q4 | $4.12M | Buy |
31,714
+1,081
| +4% | +$140K | 1.44% | 14 |
|
|
2022
Q3 | $4.23M | Sell |
30,633
-52
| -0.2% | -$7.19K | 1.61% | 14 |
|
|
2022
Q2 | $4.2M | Sell |
30,685
-665
| -2% | -$90.9K | 1.51% | 15 |
|
|
2022
Q1 | $5.47M | Sell |
31,350
-1,551
| -5% | -$271K | 1.73% | 14 |
|
|
2021
Q4 | $5.84M | Buy |
32,901
+109
| +0.3% | +$19.4K | 1.77% | 15 |
|
|
2021
Q3 | $4.64M | Sell |
32,792
-285
| -0.9% | -$40.3K | 1.45% | 16 |
|
|
2021
Q2 | $4.53M | Buy |
33,077
+264
| +0.8% | +$36.2K | 1.44% | 17 |
|
|
2021
Q1 | $4.01M | Buy |
32,813
+1,328
| +4% | +$162K | 1.38% | 16 |
|
|
2020
Q4 | $4.18M | Buy |
31,485
+2,585
| +9% | +$343K | 1.57% | 15 |
|
|
2020
Q3 | $3.35M | Buy |
28,900
+21,711
| +302% | +$2.51M | 1.47% | 16 |
|
|
2020
Q2 | $2.62M | Buy |
7,189
+46
| +0.6% | +$16.8K | 1.22% | 19 |
|
|
2020
Q1 | $1.82M | Buy |
7,143
+2,353
| +49% | +$598K | 0.99% | 20 |
|
|
2019
Q4 | $1.41M | Buy |
4,790
+619
| +15% | +$182K | 0.63% | 24 |
|
|
2019
Q3 | $934K | Hold |
4,171
| – | – | 0.49% | 25 |
|
|
2019
Q2 | $825K | Sell |
4,171
-265
| -6% | -$52.4K | 0.46% | 24 |
|
|
2019
Q1 | $843K | Buy |
4,436
+418
| +10% | +$79.4K | 0.48% | 23 |
|
|
2018
Q4 | $634K | Buy |
4,018
+139
| +4% | +$21.9K | 0.39% | 25 |
|
|
2018
Q3 | $876K | Sell |
3,879
-706
| -15% | -$159K | 0.59% | 22 |
|
|
2018
Q2 | $849K | Sell |
4,585
-212
| -4% | -$39.3K | 0.6% | 21 |
|
|
2018
Q1 | $805K | Sell |
4,797
-943
| -16% | -$158K | 0.57% | 21 |
|
|
2017
Q4 | $971K | Buy |
5,740
+3,598
| +168% | +$609K | 0.68% | 19 |
|
|
2017
Q3 | $330K | Buy |
2,142
+321
| +18% | +$49.5K | 0.23% | 27 |
|
|
2017
Q2 | $262K | Buy |
1,821
+4
| +0.2% | +$576 | 0.19% | 32 |
|
|
2017
Q1 | $261K | Buy |
+1,817
| New | +$261K | 0.19% | 34 |
|
|
2016
Q1 | – | Sell |
-3,214
| Closed | -$354K | – | 34 |
|
|
2015
Q4 | $354K | Hold |
3,214
| – | – | 0.26% | 24 |
|
|
2015
Q3 | $354K | Sell |
3,214
-1,370
| -30% | -$151K | 0.26% | 24 |
|
|
2015
Q2 | $575K | Hold |
4,584
| – | – | 0.39% | 22 |
|
|
2015
Q1 | $570K | Sell |
4,584
-1,770
| -28% | -$220K | 0.39% | 22 |
|
|
2014
Q4 | $701K | Sell |
6,354
-880
| -12% | -$97.1K | 0.51% | 23 |
|
|
2014
Q3 | $729K | Sell |
7,234
-840
| -10% | -$84.7K | 0.53% | 23 |
|
|
2014
Q2 | $750K | Buy |
+8,074
| New | +$750K | 0.53% | 21 |
|