Peak Financial Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Sell |
20,694
-15,284
| -42% | -$3.14M | 1.21% | 24 |
|
|
2025
Q1 | $7.99M | Sell |
35,978
-3,792
| -10% | -$842K | 2.39% | 17 |
|
|
2024
Q4 | $9.96M | Buy |
39,770
+110
| +0.3% | +$27.5K | 2.98% | 10 |
|
|
2024
Q3 | $9.24M | Sell |
39,660
-4,585
| -10% | -$1.07M | 2.71% | 12 |
|
|
2024
Q2 | $9.32M | Sell |
44,245
-1,621
| -4% | -$341K | 2.92% | 10 |
|
|
2024
Q1 | $7.87M | Sell |
45,866
-5,513
| -11% | -$945K | 2.49% | 16 |
|
|
2023
Q4 | $9.89M | Sell |
51,379
-817
| -2% | -$157K | 3.32% | 8 |
|
|
2023
Q3 | $8.94M | Buy |
52,196
+537
| +1% | +$91.9K | 3.25% | 9 |
|
|
2023
Q2 | $10M | Sell |
51,659
-351
| -0.7% | -$68.1K | 3.57% | 8 |
|
|
2023
Q1 | $8.58M | Sell |
52,010
-77
| -0.1% | -$12.7K | 3.19% | 10 |
|
|
2022
Q4 | $6.77M | Buy |
52,087
+74
| +0.1% | +$9.62K | 2.66% | 16 |
|
|
2022
Q3 | $7.19M | Sell |
52,013
-370,832
| -88% | -$51.2M | 3% | 12 |
|
|
2022
Q2 | $14.2M | Buy |
422,845
+370,628
| +710% | +$12.4M | 5.44% | 5 |
|
|
2022
Q1 | $9.12M | Buy |
52,217
+1,567
| +3% | +$274K | 3.06% | 10 |
|
|
2021
Q4 | $8.99M | Buy |
50,650
+1,658
| +3% | +$294K | 2.91% | 11 |
|
|
2021
Q3 | $6.93M | Buy |
48,992
+348
| +0.7% | +$49.2K | 2.35% | 17 |
|
|
2021
Q2 | $6.66M | Sell |
48,644
-757
| -2% | -$104K | 2.26% | 19 |
|
|
2021
Q1 | $6.03M | Buy |
49,401
+695
| +1% | +$84.9K | 2.19% | 21 |
|
|
2020
Q4 | $6.46M | Buy |
48,706
+4,649
| +11% | +$617K | 2.43% | 17 |
|
|
2020
Q3 | $5.1M | Sell |
44,057
-551
| -1% | -$63.8K | 2.2% | 20 |
|
|
2020
Q2 | $4.07M | Sell |
44,608
-5,992
| -12% | -$546K | 1.91% | 23 |
|
|
2020
Q1 | $3.22M | Sell |
50,600
-520
| -1% | -$33.1K | 1.64% | 27 |
|
|
2019
Q4 | $3.75M | Sell |
51,120
-172
| -0.3% | -$12.6K | 1.6% | 25 |
|
|
2019
Q3 | $2.87M | Sell |
51,292
-1,168
| -2% | -$65.4K | 1.28% | 29 |
|
|
2019
Q2 | $2.6M | Buy |
52,460
+2,088
| +4% | +$103K | 1.17% | 29 |
|
|
2019
Q1 | $2.39M | Sell |
50,372
-1,296
| -3% | -$61.5K | 1.1% | 30 |
|
|
2018
Q4 | $2.04M | Buy |
51,668
+384
| +0.7% | +$15.1K | 1% | 30 |
|
|
2018
Q3 | $2.89M | Buy |
51,284
+40
| +0.1% | +$2.26K | 1.3% | 23 |
|
|
2018
Q2 | $2.37M | Sell |
51,244
-1,268
| -2% | -$58.7K | 1.09% | 27 |
|
|
2018
Q1 | $2.2M | Sell |
52,512
-2,960
| -5% | -$124K | 1.05% | 27 |
|
|
2017
Q4 | $2.35M | Buy |
55,472
+56
| +0.1% | +$2.37K | 0.89% | 25 |
|
|
2017
Q3 | $2.14M | Buy |
55,416
+280
| +0.5% | +$10.8K | 0.82% | 24 |
|
|
2017
Q2 | $1.99M | Sell |
55,136
-16
| -0% | -$576 | 0.78% | 22 |
|
|
2017
Q1 | $1.98M | Buy |
55,152
+18,100
| +49% | +$650K | 0.8% | 22 |
|
|
2016
Q4 | $1.07M | Hold |
37,052
| – | – | 0.47% | 23 |
|
|
2016
Q3 | $1.05M | Sell |
37,052
-6,504
| -15% | -$184K | 0.45% | 20 |
|
|
2016
Q2 | $1.04M | Buy |
+43,556
| New | +$1.04M | 0.46% | 22 |
|