Pathstone Family Office’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $361M | Buy |
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|
2023
Q2 | $239M | Buy |
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|
2023
Q1 | $195M | Sell |
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|
2022
Q4 | $242M | Buy |
|
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|
2022
Q3 | $365M | Buy |
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|
2022
Q2 | $120M | Buy |
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|
2022
Q1 | $142M | Buy |
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|
2021
Q4 | $135M | Buy |
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|
2021
Q3 | $100M | Buy |
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|
2021
Q2 | $70.4M | Buy |
|
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|
2021
Q1 | $60.1M | Buy |
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|
2020
Q4 | $44M | Buy |
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|
2020
Q3 | $29.2M | Sell |
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|
2020
Q2 | $23.5M | Sell |
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|
2020
Q1 | $16.9M | Buy |
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|
2019
Q4 | $188M | Buy |
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|
2019
Q3 | $14.3M | Sell |
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|
2019
Q2 | $14.5M | Buy |
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|
2019
Q1 | $10.6M | Buy |
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|
2018
Q4 | $2.81M | Buy |
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|
2018
Q3 | $2.83M | Buy |
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|
2018
Q2 | $1.72M | Sell |
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|
2018
Q1 | $2.71M | Buy |
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|
2017
Q4 | $2.17M | Sell |
|
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|
2017
Q3 | $2.89M | Sell |
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|
2017
Q2 | $3.53M | Sell |
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|
2017
Q1 | $3.69M | Sell |
|
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|
2016
Q4 | $3.22M | Buy |
|
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|
2016
Q3 | $2.51M | Sell |
|
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|
2016
Q2 | $2.17M | Sell |
|
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|
2016
Q1 | $2.52M | Buy |
|
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|
2015
Q4 | $1.75M | Sell |
|
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|
2015
Q3 | $2.23M | Buy |
|
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|
2015
Q2 | $8.84M | Buy |
|
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|
2015
Q1 | $2.3M | Buy |
|
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|
2014
Q4 | $1.75M | Sell |
|
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|
2014
Q3 | $2.07M | Buy |
|
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|
2014
Q2 | $513K | Sell |
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|
2014
Q1 | $463K | Sell |
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|
2013
Q4 | $783K | Buy |
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|
2013
Q3 | $639K | Sell |
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|
2013
Q2 | $678K | Buy |
|