Perennial Investment 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
Q2
$32.8M Sell
2025
Q1
$37M Buy
2024
Q4
$41.1M Sell
2024
Q3
$39.3M Sell
2024
Q2
$35.6M Buy
2024
Q1
$28.8M Sell
2023
Q4
$33M Sell
2023
Q3
$29.6M Buy
2023
Q2
$33.3M Buy
2023
Q1
$28.2M Buy
2022
Q4
$19.3M Sell
2022
Q3
$21.5M Sell
2022
Q2
$25.5M Sell
2022
Q1
$33.8M Buy
2021
Q4
$34.2M Buy
2021
Q3
$27M Buy
2021
Q2
$25.6M Buy
2021
Q1
$21.5M Sell
2020
Q4
$23.8M Sell
2020
Q3
$20.8M Buy
2020
Q2
$15.5M Sell
2020
Q1
$11.6M Sell
2019
Q4
$13.5M Buy