Piershale Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.8M | Buy |
9,271
+175
| +2% | +$30.5K | 1.15% | 8 |
|
|
2023
Q1 | $1.5M | Buy |
9,096
+3,636
| +67% | +$536K | 1.18% | 2 |
|
|
2022
Q4 | $709K | Buy |
5,460
+276
| +5% | +$39.4K | 0.59% | 4 |
|
|
2022
Q3 | $716K | Buy |
5,184
+248
| +5% | +$38.9K | 0.54% | 3 |
|
|
2022
Q2 | $675K | Sell |
4,936
-24
| -0.5% | -$3.63K | 0.62% | 2 |
|
|
2022
Q1 | $866K | Buy |
4,960
+25
| +0.5% | +$4.2K | 0.79% | 2 |
|
|
2021
Q4 | $876K | Sell |
4,935
-3,005
| -38% | -$475K | 0.33% | 9 |
|
|
2021
Q3 | $1.12M | Buy |
7,940
+576
| +8% | +$84.8K | 0.46% | 19 |
|
|
2021
Q2 | $1.01M | Buy |
7,364
+2,945
| +67% | +$382K | 0.4% | 18 |
|
|
2021
Q1 | $540K | Buy |
4,419
+148
| +3% | +$19K | 0.23% | 18 |
|
|
2020
Q4 | $567K | Buy |
4,271
+2,216
| +108% | +$267K | 0.27% | 18 |
|
|
2020
Q3 | $238K | Buy |
+2,055
| New | +$224K | 0.14% | 16 |
|
|
2020
Q2 | – | Sell |
-3,724
| Closed | -$237K | – | 23 |
|
|
2020
Q1 | $237K | Buy |
3,724
+176
| +5% | +$12.9K | 0.28% | 7 |
|
|
2019
Q4 | $261K | Sell |
3,548
-1,992
| -36% | -$128K | 0.14% | 16 |
|
|
2019
Q3 | $310K | Buy |
+5,540
| New | +$290K | 0.18% | 14 |
|
|
2018
Q4 | – | Sell |
-5,028
| Closed | -$284K | – | 22 |
|
|
2018
Q3 | $284K | Sell |
5,028
-392
| -7% | -$20.4K | 0.14% | 15 |
|
|
2018
Q2 | $251K | Buy |
5,420
+300
| +6% | +$13.6K | 0.13% | 19 |
|
|
2018
Q1 | $213K | Buy |
+5,120
| New | +$220K | 0.11% | 20 |
|
|
2016
Q4 | – | Sell |
-3,308
| Closed | -$94K | – | 24 |
|
|
2016
Q3 | $94K | Buy |
3,308
+16
| +0.5% | +$423 | 0.07% | 23 |
|
|
2016
Q2 | $79K | Buy |
3,292
+20
| +0.6% | +$497 | 0.06% | 23 |
|
|
2016
Q1 | $89K | Sell |
3,272
-980
| -23% | -$24.4K | 0.05% | 22 |
|
|
2015
Q4 | $112K | Buy |
4,252
+112
| +3% | +$3.2K | 0.07% | 21 |
|
|
2015
Q3 | $114K | Sell |
4,140
-1,744
| -30% | -$51.1K | 0.09% | 17 |
|
|
2015
Q2 | $185K | Buy |
5,884
+2,436
| +71% | +$77.9K | 0.14% | 19 |
|
|
2015
Q1 | $107K | Buy |
3,448
+1,284
| +59% | +$38.8K | 0.08% | 21 |
|
|
2014
Q4 | $60K | Buy |
2,164
+1,500
| +226% | +$40.8K | 0.04% | 40 |
|
|
2014
Q3 | $17K | Sell |
664
-356
| -35% | -$8.74K | 0.01% | 66 |
|
|
2014
Q2 | $24K | Buy |
+1,020
| New | +$21.7K | 0.02% | 63 |
|
|
2014
Q1 | – | Sell |
-112
| Closed | -$2K | – | 142 |
|
|
2013
Q4 | $2K | Buy |
+112
| New | +$2.12K | ﹤0.01% | 94 |
|
|
2013
Q3 | – | Sell |
-196
| Closed | -$3K | – | 121 |
|
|
2013
Q2 | $3K | Buy |
+196
| New | +$3.02K | 0.01% | 74 |
|
Other funds holding AAPL
Piershale Financial Group's AAPL Position: Q2 2023 in Review
Piershale Financial Group increased its Apple (AAPL) stake by 1.9% in Q2 2023, buying an estimated $30.5K and bringing the position to 9,271 shares worth $1.8M. The position accounts for 1.15% of the portfolio, ranked #8.
Piershale Financial Group first reported a position in AAPL in Q2 2013 and has held it in 30 quarters since. 4,586 funds tracked by Wall St. Rank hold AAPL as of Q2 2023.
- Piershale Financial Group held 9,271 shares of Apple worth $1.8M as of Q2 2023.
- Piershale Financial Group bought 175 Apple shares in Q2 2023, an estimated $30.5K.
- Apple made up 1.15% of Piershale Financial Group's portfolio in Q2 2023, its #8 holding.
- Piershale Financial Group first reported a position in Apple in Q2 2013 and has held it in 30 quarters since.
- 4,586 funds tracked by Wall St. Rank held Apple as of Q2 2023.
Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.