PA
Pineridge Advisors’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $899K | Buy |
4,381
+359
| +9% | +$73.7K | 0.33% | 19 |
|
2025
Q1 | $893K | Sell |
4,022
-3,410
| -46% | -$757K | 0.35% | 19 |
|
2024
Q4 | $1.86M | Buy |
7,432
+1,604
| +28% | +$402K | 0.7% | 18 |
|
2024
Q3 | $1.36M | Sell |
5,828
-35
| -0.6% | -$8.16K | 0.51% | 28 |
|
2024
Q2 | $1.23M | Buy |
5,863
+40
| +0.7% | +$8.43K | 0.42% | 28 |
|
2024
Q1 | $999K | Sell |
5,823
-4,795
| -45% | -$822K | 0.35% | 22 |
|
2023
Q4 | $2.04M | Buy |
+10,618
| New | +$2.04M | 0.68% | 21 |
|