Polaris Wealth Advisory 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
Q3 | $55.3M | Buy |
322,877
+140,750
| +77% | +$25.8M | 4.21% | 1 |
|
|
2023
Q2 | $35.3M | Sell |
182,127
-130,796
| -42% | -$22.8M | 2.68% | 4 |
|
|
2023
Q1 | $51.6M | Sell |
312,923
-9,767
| -3% | -$1.44M | 3.81% | 1 |
|
|
2022
Q4 | $43.1M | Sell |
322,690
-118,188
| -27% | -$16.9M | 3.21% | 2 |
|
|
2022
Q3 | $61.9M | Sell |
440,878
-17,015
| -4% | -$2.67M | 5.15% | 1 |
|
|
2022
Q2 | $62.6M | Buy |
457,893
+227,908
| +99% | +$34.5M | 5% | 1 |
|
|
2022
Q1 | $39.6M | Buy |
229,985
+83
| +0% | +$14K | 2.64% | 9 |
|
|
2021
Q4 | $40.8M | Buy |
229,902
+3,502
| +2% | +$553K | 2.34% | 8 |
|
|
2021
Q3 | $32.4M | Sell |
226,400
-162,569
| -42% | -$23.9M | 1.94% | 12 |
|
|
2021
Q2 | $53.4M | Buy |
388,969
+21,553
| +6% | +$2.79M | 3.17% | 3 |
|
|
2021
Q1 | $48.9M | Buy |
367,416
+43,096
| +13% | +$5.53M | 3.13% | 3 |
|
|
2020
Q4 | $42.8M | Buy |
324,320
+13,234
| +4% | +$1.59M | 3.2% | 3 |
|
|
2020
Q3 | $36.2M | Sell |
311,086
-185,990
| -37% | -$20.3M | 3.41% | 5 |
|
|
2020
Q2 | $45.2M | Sell |
497,076
-55,460
| -10% | -$4.3M | 3.58% | 5 |
|
|
2020
Q1 | $35.1M | Buy |
552,536
+326,608
| +145% | +$24M | 3.82% | 5 |
|
|
2019
Q4 | $17.8M | Buy |
225,928
+9,060
| +4% | +$583K | 1.19% | 41 |
|
|
2019
Q3 | $11.9M | Buy |
216,868
+20,656
| +11% | +$1.08M | 0.97% | 37 |
|
|
2019
Q2 | $9.89M | Buy |
196,212
+4,024
| +2% | +$196K | 0.75% | 49 |
|
|
2019
Q1 | $9.19M | Buy |
192,188
+22,204
| +13% | +$942K | 0.69% | 52 |
|
|
2018
Q4 | $6.7M | Sell |
169,984
-1,872
| -1% | -$90.8K | 0.63% | 49 |
|
|
2018
Q3 | $9.7M | Buy |
171,856
+165,180
| +2,474% | +$8.6M | 0.67% | 56 |
|
|
2018
Q2 | $280K | Sell |
6,676
-125,980
| -95% | -$5.71M | 0.02% | 92 |
|
|
2018
Q1 | $5.56M | Buy |
132,656
+1,584
| +1% | +$68.2K | 0.45% | 52 |
|
|
2017
Q4 | $5.54M | Buy |
131,072
+13,956
| +12% | +$583K | 0.46% | 56 |
|
|
2017
Q3 | $4.51M | Sell |
117,116
-680
| -0.6% | -$26.4K | 0.4% | 59 |
|
|
2017
Q2 | $4.24M | Buy |
117,796
+18,516
| +19% | +$685K | 0.48% | 49 |
|
|
2017
Q1 | $3.57M | Sell |
99,280
-12,176
| -11% | -$401K | 0.39% | 56 |
|
|
2016
Q4 | $3.23M | Buy |
111,456
+1,408
| +1% | +$39.9K | 0.37% | 56 |
|
|
2016
Q3 | $3.11M | Buy |
110,048
+19,884
| +22% | +$526K | 0.37% | 54 |
|
|
2016
Q2 | $2.15M | Sell |
90,164
-470,588
| -84% | -$11.7M | 0.33% | 44 |
|
|
2016
Q1 | $15.3M | Buy |
560,752
+481,928
| +611% | +$12M | 2.39% | 9 |
|
|
2015
Q4 | $2.07M | Buy |
78,824
+39,600
| +101% | +$1.13M | 0.33% | 51 |
|
|
2015
Q3 | $1.08M | Buy |
39,224
+12,732
| +48% | +$373K | 0.22% | 47 |
|
|
2015
Q2 | $831K | Buy |
26,492
+2,712
| +11% | +$86.7K | 0.17% | 49 |
|
|
2015
Q1 | $740K | Buy |
+23,780
| New | +$718K | 0.13% | 57 |
|
|
2014
Q4 | – | Sell |
-27,468
| Closed | -$692K | – | 76 |
|
|
2014
Q3 | $692K | Buy |
+27,468
| New | +$674K | 0.16% | 49 |
|
|
2014
Q2 | – | Sell |
-4,872
| Closed | -$93K | – | 73 |
|
|
2014
Q1 | $93K | Sell |
4,872
-6,580
| -57% | -$125K | 0.02% | 87 |
|
|
2013
Q4 | $229K | Buy |
11,452
+6,580
| +135% | +$124K | 0.06% | 79 |
|
|
2013
Q3 | $83K | Hold |
4,872
| – | – | 0.03% | 89 |
|
|
2013
Q2 | $69K | Buy |
+4,872
| New | +$75K | 0.03% | 76 |
|
Other funds holding AAPL
Polaris Wealth Advisory Group's AAPL Position: Q3 2023 in Review
Polaris Wealth Advisory Group increased its Apple (AAPL) stake by 77% in Q3 2023, buying an estimated $25.8M and bringing the position to 322,877 shares worth $55.3M. The position accounts for 4.21% of the portfolio, ranked #1.
Polaris Wealth Advisory Group first reported a position in AAPL in Q2 2013 and has held it in 40 quarters since. The position peaked at $62.6M in Q2 2022. 4,605 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.
- Polaris Wealth Advisory Group held 322,877 shares of Apple worth $55.3M as of Q3 2023.
- Polaris Wealth Advisory Group bought 140,750 Apple shares in Q3 2023, an estimated $25.8M.
- Apple made up 4.21% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #1 holding.
- Polaris Wealth Advisory Group first reported a position in Apple in Q2 2013 and has held it in 40 quarters since.
- Polaris Wealth Advisory Group's Apple position peaked at $62.6M in Q2 2022.
- 4,605 funds tracked by Wall St. Rank held Apple as of Q3 2023.
Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.