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Petredis Investment Advisors’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$43.6M Buy
212,297
+2,542
+1% +$522K 3.81% 7
2025
Q1
$46.6M Buy
209,755
+2,386
+1% +$530K 4.87% 4
2024
Q4
$51.9M Sell
207,369
-3,918
-2% -$981K 5.37% 5
2024
Q3
$49.2M Buy
211,287
+575
+0.3% +$134K 5.23% 5
2024
Q2
$44.4M Sell
210,712
-684
-0.3% -$144K 4.96% 6
2024
Q1
$36.3M Buy
211,396
+4,596
+2% +$788K 4.35% 7
2023
Q4
$39.8M Sell
206,800
-6,612
-3% -$1.27M 5.23% 5
2023
Q3
$36.5M Sell
213,412
-18,687
-8% -$3.2M 5.2% 4
2023
Q2
$45M Sell
232,099
-542
-0.2% -$105K 6.19% 3
2023
Q1
$38.4M Buy
232,641
+6,078
+3% +$1M 5.98% 3
2022
Q4
$29.4M Buy
+226,563
New +$29.4M 5.34% 3