PIA
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 |
|