Perennial 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
Q3 | $30.9M | Buy |
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|
2025
Q2 | $24.9M | Sell |
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|
2025
Q1 | $27.5M | Sell |
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|
2024
Q4 | $31.5M | Buy |
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|
2024
Q2 | $26.9M | Sell |
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|
2024
Q1 | $22.3M | Sell |
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|
2023
Q4 | $25.3M | Sell |
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|
2023
Q3 | $22.6M | Buy |
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|
2023
Q2 | $25.5M | Buy |
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|
2023
Q1 | $20.1M | Buy |
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|
2022
Q4 | $15.7M | Sell |
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|
2022
Q3 | $17.3M | Sell |
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|
2022
Q2 | $17.2M | Buy |
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|
2022
Q1 | $21.6M | Buy |
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|
2021
Q4 | $21.3M | Buy |
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|
2021
Q3 | $16.8M | Sell |
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|
2021
Q2 | $16.6M | Sell |
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|
2021
Q1 | $15M | Sell |
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|
2020
Q4 | $16.9M | Sell |
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|
2020
Q3 | $14.9M | Sell |
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|
2020
Q2 | $11.9M | Sell |
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|
2020
Q1 | $8.29M | Buy |
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|
2019
Q4 | $9.38M | Sell |
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|
2019
Q3 | $7.41M | Sell |
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|
2019
Q2 | $6.55M | Sell |
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|
2019
Q1 | $6.43M | Buy |
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|
2018
Q4 | $4.96M | Buy |
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|
2018
Q3 | $6.94M | Sell |
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|
2018
Q2 | $5.78M | Buy |
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|
2018
Q1 | $5.18M | Sell |
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|
2017
Q4 | $5.34M | Buy |
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|
2017
Q3 | $4.82M | Buy |
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|
2017
Q2 | $4.5M | Buy |
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|
2017
Q1 | $4.37M | Sell |
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|
2016
Q4 | $3.84M | Buy |
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