PIA
Perennial Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.8M | Sell |
159,664
-6,934
| -4% | -$1.42M | 3.16% | 5 |
|
|
2025
Q1 | $37M | Buy |
166,598
+2,394
| +1% | +$532K | 4.16% | 3 |
|
|
2024
Q4 | $41.1M | Sell |
164,204
-4,613
| -3% | -$1.16M | 4.84% | 2 |
|
|
2024
Q3 | $39.3M | Sell |
168,817
-141
| -0.1% | -$32.9K | 5.1% | 3 |
|
|
2024
Q2 | $35.6M | Buy |
168,958
+728
| +0.4% | +$153K | 5.08% | 3 |
|
|
2024
Q1 | $28.8M | Sell |
168,230
-4,135
| -2% | -$709K | 4.38% | 3 |
|
|
2023
Q4 | $33M | Sell |
172,365
-423
| -0.2% | -$81.1K | 5.47% | 3 |
|
|
2023
Q3 | $29.6M | Buy |
172,788
+1,040
| +0.6% | +$178K | 5.34% | 3 |
|
|
2023
Q2 | $33.3M | Buy |
171,748
+573
| +0.3% | +$111K | 5.86% | 3 |
|
|
2023
Q1 | $28.2M | Buy |
171,175
+22,902
| +15% | +$3.78M | 5.25% | 2 |
|
|
2022
Q4 | $19.3M | Sell |
148,273
-7,309
| -5% | -$950K | 7.83% | 1 |
|
|
2022
Q3 | $21.5M | Sell |
155,582
-30,769
| -17% | -$4.25M | 9.76% | 1 |
|
|
2022
Q2 | $25.5M | Sell |
186,351
-7,242
| -4% | -$990K | 9.95% | 1 |
|
|
2022
Q1 | $33.8M | Buy |
193,593
+851
| +0.4% | +$149K | 10.69% | 1 |
|
|
2021
Q4 | $34.2M | Buy |
192,742
+1,599
| +0.8% | +$284K | 10.7% | 1 |
|
|
2021
Q3 | $27M | Buy |
191,143
+4,242
| +2% | +$600K | 9.57% | 1 |
|
|
2021
Q2 | $25.6M | Buy |
186,901
+10,863
| +6% | +$1.49M | 9.34% | 1 |
|
|
2021
Q1 | $21.5M | Sell |
176,038
-2,983
| -2% | -$364K | 8.49% | 1 |
|
|
2020
Q4 | $23.8M | Sell |
179,021
-518
| -0.3% | -$68.7K | 10.17% | 1 |
|
|
2020
Q3 | $20.8M | Buy |
179,539
+137,117
| +323% | +$15.9M | 10.43% | 1 |
|
|
2020
Q2 | $15.5M | Sell |
42,422
-3,193
| -7% | -$1.16M | 10.47% | 1 |
|
|
2020
Q1 | $11.6M | Sell |
45,615
-255
| -0.6% | -$64.8K | 10.31% | 1 |
|
|
2019
Q4 | $13.5M | Buy |
+45,870
| New | +$13.5M | 10.62% | 1 |
|