Partners Capital Investment Group’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-12,565	Closed	-$3.42M	–	174
2025 Q4	$3.42M	Buy	12,565 +142	+1%	+$38.1K	0.13%	80
2025 Q3	$3.16M	Sell	12,423 -197	-2%	-$44.5K	0.13%	85
2025 Q2	$2.59M	Sell	12,620 -905	-7%	-$183K	0.1%	88
2025 Q1	$3M	Buy	+13,525	New	+$3.13M	0.05%	116
2024 Q4	–	Sell	-32,800	Closed	-$7.64M	–	126
2024 Q3	$7.64M	Buy	32,800 +18,313	+126%	+$4.09M	0.12%	80
2024 Q2	$3.05M	Buy	+14,487	New	+$2.7M	0.05%	115
2024 Q1	–	Sell	-51,202	Closed	-$9.86M	–	141
2023 Q4	$9.86M	Sell	51,202 -17,623	-26%	-$3.25M	0.22%	74
2023 Q3	$11.8M	Buy	68,825 +8,781	+15%	+$1.61M	0.28%	56
2023 Q2	$11.6M	Buy	+60,044	New	+$10.5M	0.25%	66
2023 Q1	–	Sell	-1,833	Closed	-$238K	–	136
2022 Q4	$238K	Hold	1,833	–	–	0.01%	125
2022 Q3	$253K	Hold	1,833	–	–	0.02%	121
2022 Q2	$251K	Buy	+1,833	New	+$278K	0.02%	106
2021 Q1	–	Sell	-3,074	Closed	-$408K	–	143
2020 Q4	$408K	Buy	3,074 +423	+16%	+$50.9K	0.02%	107
2020 Q3	$307K	Buy	+2,651	New	+$289K	0.02%	105
2017 Q4	–	Sell	-2,440	Closed	-$94K	–	79
2017 Q3	$94K	Sell	2,440 -708,828	-100%	-$27.5M	0.02%	70
2017 Q2	$25.6M	Buy	711,268 +56,212	+9%	+$2.08M	4.91%	5
2017 Q1	$23.5M	Buy	655,056 +45,632	+7%	+$1.5M	4.7%	3
2016 Q4	$17.6M	Buy	609,424 +96,892	+19%	+$2.75M	4.06%	8
2016 Q3	$14.5M	Buy	512,532 +9,948	+2%	+$263K	3.55%	12
2016 Q2	$12M	Buy	502,584 +26,728	+6%	+$664K	3.35%	15
2016 Q1	$13M	Buy	475,856 +14,568	+3%	+$363K	3.78%	14
2015 Q4	$12.1M	Buy	+461,288	New	+$13.2M	4.07%	14