PS
Portfolio Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
12,869
-47
| -0.4% | -$9.64K | 0.34% | 22 |
|
|
2025
Q1 | $2.87M | Buy |
12,916
+72
| +0.6% | +$16K | 0.44% | 19 |
|
|
2024
Q4 | $3.22M | Hold |
12,844
| – | – | 0.46% | 18 |
|
|
2024
Q3 | $2.99M | Buy |
12,844
+69
| +0.5% | +$16.1K | 0.4% | 18 |
|
|
2024
Q2 | $2.69M | Sell |
12,775
-83,427
| -87% | -$17.6M | 0.37% | 17 |
|
|
2024
Q1 | $16.5M | Buy |
96,202
+83,429
| +653% | +$14.3M | 1.12% | 22 |
|
|
2023
Q4 | $2.46M | Buy |
12,773
+450
| +4% | +$86.6K | 0.41% | 20 |
|
|
2023
Q3 | $2.11M | Sell |
12,323
-299
| -2% | -$51.2K | 0.41% | 26 |
|
|
2023
Q2 | $2.45M | Buy |
12,622
+43
| +0.3% | +$8.34K | 0.44% | 24 |
|
|
2023
Q1 | $2.07M | Sell |
12,579
-77
| -0.6% | -$12.7K | 0.4% | 33 |
|
|
2022
Q4 | $1.64M | Buy |
12,656
+6
| +0% | +$780 | 0.37% | 26 |
|
|
2022
Q3 | $1.75M | Sell |
12,650
-62
| -0.5% | -$8.57K | 0.45% | 34 |
|
|
2022
Q2 | $1.74M | Hold |
12,712
| – | – | 0.41% | 29 |
|
|
2022
Q1 | $2.22M | Sell |
12,712
-363
| -3% | -$63.4K | 0.41% | 29 |
|
|
2021
Q4 | $2.32M | Sell |
13,075
-1,627
| -11% | -$289K | 0.43% | 30 |
|
|
2021
Q3 | $2.08M | Buy |
14,702
+102
| +0.7% | +$14.4K | 0.42% | 31 |
|
|
2021
Q2 | $2M | Buy |
14,600
+364
| +3% | +$49.9K | 0.4% | 32 |
|
|
2021
Q1 | $1.74M | Hold |
14,236
| – | – | 0.36% | 37 |
|
|
2020
Q4 | $1.89M | Buy |
14,236
+1,440
| +11% | +$191K | 0.37% | 31 |
|
|
2020
Q3 | $1.48M | Buy |
12,796
+9,597
| +300% | +$1.11M | 0.41% | 29 |
|
|
2020
Q2 | $1.17M | Buy |
3,199
+810
| +34% | +$295K | 0.41% | 28 |
|
|
2020
Q1 | $607K | Hold |
2,389
| – | – | 0.35% | 26 |
|
|
2019
Q4 | $701K | Buy |
2,389
+291
| +14% | +$85.4K | 0.32% | 41 |
|
|
2019
Q3 | $470K | Sell |
2,098
-40
| -2% | -$8.96K | 0.24% | 45 |
|
|
2019
Q2 | $423K | Buy |
2,138
+53
| +3% | +$10.5K | 0.28% | 39 |
|
|
2019
Q1 | $396K | Hold |
2,085
| – | – | 0.31% | 45 |
|
|
2018
Q4 | $329K | Hold |
2,085
| – | – | 0.29% | 35 |
|
|
2018
Q3 | $471K | Buy |
2,085
+20
| +1% | +$4.52K | 0.28% | 37 |
|
|
2018
Q2 | $382K | Hold |
2,065
| – | – | 0.25% | 37 |
|
|
2018
Q1 | $346K | Buy |
2,065
+10
| +0.5% | +$1.68K | 0.27% | 37 |
|
|
2017
Q4 | $348K | Buy |
+2,055
| New | +$348K | 0.24% | 40 |
|