PIM
Plato Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.2M | Buy |
353,133
+11,295
| +3% | +$2.31M | 5.43% | 3 |
|
|
2025
Q1 | $76.8M | Sell |
341,838
-39,539
| -10% | -$8.88M | 6.47% | 1 |
|
|
2024
Q4 | $95.9M | Buy |
381,377
+25,617
| +7% | +$6.44M | 7.05% | 1 |
|
|
2024
Q3 | $82.8M | Buy |
355,760
+6,237
| +2% | +$1.45M | 6.72% | 1 |
|
|
2024
Q2 | $73.6M | Buy |
349,523
+15,285
| +5% | +$3.22M | 6.86% | 2 |
|
|
2024
Q1 | $57.3M | Buy |
334,238
+302,653
| +958% | +$51.9M | 5.93% | 2 |
|
|
2023
Q4 | $6.08M | Buy |
+31,585
| New | +$6.08M | 7.46% | 1 |
|