Parkside Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Sell |
25,729
-759
| -3% | -$153K | 1.16% | 19 |
|
|
2025
Q1 | $5.88M | Sell |
26,488
-3,976
| -13% | -$921K | 1.42% | 18 |
|
|
2024
Q4 | $7.63M | Buy |
30,464
+6,169
| +25% | +$1.45M | 1.8% | 16 |
|
|
2024
Q3 | $5.66M | Sell |
24,295
-394
| -2% | -$88K | 1.34% | 18 |
|
|
2024
Q2 | $5.2M | Sell |
24,689
-18,943
| -43% | -$3.53M | 1.33% | 18 |
|
|
2024
Q1 | $7.48M | Sell |
43,632
-933
| -2% | -$170K | 1.93% | 15 |
|
|
2023
Q4 | $8.58M | Sell |
44,565
-488
| -1% | -$90.1K | 2.38% | 13 |
|
|
2023
Q3 | $7.71M | Buy |
45,053
+14,572
| +48% | +$2.67M | 2.4% | 12 |
|
|
2023
Q2 | $5.91M | Sell |
30,481
-583
| -2% | -$102K | 1.83% | 16 |
|
|
2023
Q1 | $5.12M | Sell |
31,064
-650
| -2% | -$95.9K | 1.7% | 13 |
|
|
2022
Q4 | $4.12M | Buy |
31,714
+1,081
| +4% | +$154K | 1.44% | 14 |
|
|
2022
Q3 | $4.23M | Sell |
30,633
-52
| -0.2% | -$8.16K | 1.61% | 14 |
|
|
2022
Q2 | $4.2M | Sell |
30,685
-665
| -2% | -$101K | 1.51% | 15 |
|
|
2022
Q1 | $5.47M | Sell |
31,350
-1,551
| -5% | -$261K | 1.73% | 14 |
|
|
2021
Q4 | $5.84M | Buy |
32,901
+109
| +0.3% | +$17.2K | 1.77% | 15 |
|
|
2021
Q3 | $4.64M | Sell |
32,792
-285
| -0.9% | -$42K | 1.45% | 16 |
|
|
2021
Q2 | $4.53M | Buy |
33,077
+264
| +0.8% | +$34.2K | 1.44% | 17 |
|
|
2021
Q1 | $4.01M | Buy |
32,813
+1,328
| +4% | +$170K | 1.38% | 16 |
|
|
2020
Q4 | $4.18M | Buy |
31,485
+2,585
| +9% | +$311K | 1.57% | 15 |
|
|
2020
Q3 | $3.35M | Buy |
28,900
+144
| +0.5% | +$15.7K | 1.47% | 16 |
|
|
2020
Q2 | $2.62M | Buy |
28,756
+184
| +0.6% | +$14.3K | 1.22% | 19 |
|
|
2020
Q1 | $1.82M | Buy |
28,572
+9,412
| +49% | +$692K | 0.99% | 20 |
|
|
2019
Q4 | $1.41M | Buy |
19,160
+2,476
| +15% | +$159K | 0.63% | 24 |
|
|
2019
Q3 | $934K | Hold |
16,684
| – | – | 0.49% | 25 |
|
|
2019
Q2 | $825K | Sell |
16,684
-1,060
| -6% | -$51.6K | 0.46% | 24 |
|
|
2019
Q1 | $843K | Buy |
17,744
+1,672
| +10% | +$70.9K | 0.48% | 23 |
|
|
2018
Q4 | $634K | Buy |
16,072
+556
| +4% | +$27K | 0.39% | 25 |
|
|
2018
Q3 | $876K | Sell |
15,516
-2,824
| -15% | -$147K | 0.59% | 22 |
|
|
2018
Q2 | $849K | Sell |
18,340
-848
| -4% | -$38.5K | 0.6% | 21 |
|
|
2018
Q1 | $805K | Sell |
19,188
-3,772
| -16% | -$162K | 0.57% | 21 |
|
|
2017
Q4 | $971K | Buy |
22,960
+14,392
| +168% | +$601K | 0.68% | 19 |
|
|
2017
Q3 | $330K | Buy |
8,568
+1,284
| +18% | +$49.8K | 0.23% | 27 |
|
|
2017
Q2 | $262K | Buy |
7,284
+16
| +0.2% | +$592 | 0.19% | 32 |
|
|
2017
Q1 | $261K | Buy |
+7,268
| New | +$239K | 0.19% | 34 |
|
|
2016
Q1 | – | Sell |
-12,856
| Closed | -$354K | – | 34 |
|
|
2015
Q4 | $354K | Hold |
12,856
| – | – | 0.26% | 24 |
|
|
2015
Q3 | $354K | Sell |
12,856
-5,480
| -30% | -$161K | 0.26% | 24 |
|
|
2015
Q2 | $575K | Hold |
18,336
| – | – | 0.39% | 22 |
|
|
2015
Q1 | $570K | Sell |
18,336
-7,080
| -28% | -$214K | 0.39% | 22 |
|
|
2014
Q4 | $701K | Sell |
25,416
-3,520
| -12% | -$95.8K | 0.51% | 23 |
|
|
2014
Q3 | $729K | Sell |
28,936
-3,360
| -10% | -$82.5K | 0.53% | 23 |
|
|
2014
Q2 | $750K | Buy |
+32,296
| New | +$687K | 0.53% | 21 |
|
Other funds holding AAPL
