Presidio Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.89M | Sell |
9,210
-502
| -5% | -$103K | 0.73% | 13 |
|
2025
Q1 | $2.16M | Buy |
9,712
+1,091
| +13% | +$242K | 0.88% | 12 |
|
2024
Q4 | $2.16M | Sell |
8,621
-180
| -2% | -$45.1K | 1.16% | 10 |
|
2024
Q3 | $2.05M | Sell |
8,801
-1,537
| -15% | -$358K | 1.31% | 11 |
|
2024
Q2 | $2.18M | Buy |
10,338
+397
| +4% | +$83.6K | 1.52% | 10 |
|
2024
Q1 | $1.7M | Buy |
9,941
+857
| +9% | +$147K | 1.24% | 12 |
|
2023
Q4 | $1.75M | Buy |
9,084
+221
| +2% | +$42.5K | 1.37% | 11 |
|
2023
Q3 | $1.52M | Sell |
8,863
-79
| -0.9% | -$13.5K | 1.33% | 11 |
|
2023
Q2 | $1.73M | Buy |
8,942
+2,364
| +36% | +$459K | 1.39% | 10 |
|
2023
Q1 | $1.08M | Buy |
6,578
+86
| +1% | +$14.2K | 0.94% | 14 |
|
2022
Q4 | $843K | Sell |
6,492
-86
| -1% | -$11.2K | 0.76% | 16 |
|
2022
Q3 | $909K | Buy |
6,578
+84
| +1% | +$11.6K | 0.98% | 11 |
|
2022
Q2 | $888K | Buy |
6,494
+37
| +0.6% | +$5.06K | 0.95% | 12 |
|
2022
Q1 | $1.13M | Sell |
6,457
-32
| -0.5% | -$5.59K | 0.98% | 13 |
|
2021
Q4 | $1.15M | Buy |
+6,489
| New | +$1.15M | 0.99% | 11 |
|