Pinion Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
15,625
-14,961
| -49% | -$3.07M | 1.11% | 14 |
|
|
2025
Q1 | $6.79M | Buy |
30,586
+15,205
| +99% | +$3.38M | 1.5% | 12 |
|
|
2024
Q4 | $3.85M | Buy |
15,381
+362
| +2% | +$90.7K | 1.53% | 10 |
|
|
2024
Q3 | $3.5M | Buy |
15,019
+1,379
| +10% | +$321K | 1.47% | 12 |
|
|
2024
Q2 | $2.87M | Sell |
13,640
-832
| -6% | -$175K | 1.43% | 11 |
|
|
2024
Q1 | $2.48M | Sell |
14,472
-11
| -0.1% | -$1.89K | 1.29% | 11 |
|
|
2023
Q4 | $2.79M | Sell |
14,483
-1,301
| -8% | -$250K | 1.68% | 10 |
|
|
2023
Q3 | $2.7M | Buy |
15,784
+246
| +2% | +$42.1K | 1.75% | 11 |
|
|
2023
Q2 | $3.01M | Buy |
15,538
+4,244
| +38% | +$823K | 2.04% | 8 |
|
|
2023
Q1 | $1.86M | Sell |
11,294
-926
| -8% | -$153K | 1.75% | 12 |
|
|
2022
Q4 | $1.59M | Sell |
12,220
-5,504
| -31% | -$715K | 1.5% | 10 |
|
|
2022
Q3 | $2.45M | Sell |
17,724
-1,169
| -6% | -$162K | 2.14% | 6 |
|
|
2022
Q2 | $2.58M | Sell |
18,893
-1,707
| -8% | -$233K | 2.15% | 6 |
|
|
2022
Q1 | $3.6M | Buy |
20,600
+1,559
| +8% | +$272K | 2.49% | 6 |
|
|
2021
Q4 | $3.38M | Buy |
19,041
+154
| +0.8% | +$27.3K | 2.28% | 6 |
|
|
2021
Q3 | $2.67M | Buy |
18,887
+66
| +0.4% | +$9.34K | 2.15% | 6 |
|
|
2021
Q2 | $2.58M | Buy |
18,821
+386
| +2% | +$52.9K | 2.07% | 6 |
|
|
2021
Q1 | $2.25M | Buy |
18,435
+2,834
| +18% | +$346K | 2.08% | 6 |
|
|
2020
Q4 | $2.07M | Buy |
15,601
+11,939
| +326% | +$1.58M | 2.18% | 6 |
|
|
2020
Q3 | $1.34M | Sell |
3,662
-10,986
| -75% | -$4.01M | 2.02% | 6 |
|
|
2020
Q2 | $1.34M | Buy |
14,648
+836
| +6% | +$76.2K | 2.02% | 6 |
|
|
2020
Q1 | $878K | Buy |
13,812
+456
| +3% | +$29K | 1.89% | 6 |
|
|
2019
Q4 | $980K | Buy |
13,356
+1,188
| +10% | +$87.2K | 1.82% | 4 |
|
|
2019
Q3 | $681K | Buy |
12,168
+420
| +4% | +$23.5K | 1.39% | 10 |
|
|
2019
Q2 | $581K | Sell |
11,748
-4,308
| -27% | -$213K | 1.24% | 14 |
|
|
2019
Q1 | $762K | Buy |
16,056
+832
| +5% | +$39.5K | 1.33% | 14 |
|
|
2018
Q4 | $600K | Buy |
15,224
+3,440
| +29% | +$136K | 1.26% | 17 |
|
|
2018
Q3 | $665K | Sell |
11,784
-292
| -2% | -$16.5K | 1.28% | 18 |
|
|
2018
Q2 | $559K | Buy |
12,076
+724
| +6% | +$33.5K | 1.08% | 29 |
|
|
2018
Q1 | $476K | Buy |
+11,352
| New | +$476K | 1.02% | 35 |
|