Probity Advisors’s Apple AAPL Stock Holding History

Probity Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.84M	Sell	8,970 -108	-1%	-$22.2K	0.32%	58
2025 Q1	$2.02M	Buy	9,078 +699	+8%	+$155K	0.39%	51
2024 Q4	$2.1M	Buy	8,379 +956	+13%	+$239K	0.4%	49
2024 Q3	$1.73M	Sell	7,423 -189	-2%	-$44K	0.33%	62
2024 Q2	$1.6M	Sell	7,612 -102	-1%	-$21.5K	0.33%	61
2024 Q1	$1.32M	Sell	7,714 -81	-1%	-$13.9K	0.27%	71
2023 Q4	$1.5M	Sell	7,795 -1,106	-12%	-$213K	0.33%	62
2023 Q3	$1.52M	Sell	8,901 -43	-0.5%	-$7.36K	0.35%	49
2023 Q2	$1.73M	Buy	+8,944	New	+$1.73M	0.38%	46
2022 Q4	$1.21M	Buy	9,283 +359	+4%	+$46.6K	0.27%	57
2022 Q3	$1.23M	Sell	8,924 -220	-2%	-$30.4K	0.31%	55
2022 Q2	$1.25M	Buy	9,144 +560	+7%	+$76.6K	0.29%	57
2022 Q1	$1.5M	Sell	8,584 -351	-4%	-$61.3K	0.31%	58
2021 Q4	$1.59M	Sell	8,935 -2,679	-23%	-$476K	0.31%	60
2021 Q3	$1.64M	Buy	11,614 +1,966	+20%	+$278K	0.34%	55
2021 Q2	$1.32M	Sell	9,648 -2,510	-21%	-$344K	0.28%	64
2021 Q1	$1.49M	Buy	+12,158	New	+$1.49M	0.33%	57
2020 Q3	$1.63M	Buy	14,062 +10,085	+254%	+$1.17M	0.46%	47
2020 Q2	$1.45M	Sell	3,977 -198	-5%	-$72.2K	0.45%	48
2020 Q1	$1.06M	Sell	4,175 -54	-1%	-$13.7K	0.39%	54
2019 Q4	$1.24M	Sell	4,229 -122	-3%	-$35.8K	0.38%	54
2019 Q3	$974K	Buy	4,351 +81	+2%	+$18.1K	0.32%	68
2019 Q2	$845K	Sell	4,270 -118	-3%	-$23.4K	0.28%	74
2019 Q1	$834K	Sell	4,388 -39	-0.9%	-$7.41K	0.29%	71
2018 Q4	$698K	Sell	4,427 -30	-0.7%	-$4.73K	0.26%	75
2018 Q3	$1.01M	Sell	4,457 -16	-0.4%	-$3.61K	0.33%	67
2018 Q2	$828K	Sell	4,473 -3	-0.1%	-$555	0.29%	73
2018 Q1	$751K	Sell	4,476 -154	-3%	-$25.8K	0.26%	79
2017 Q4	$784K	Sell	4,630 -159	-3%	-$26.9K	0.27%	74
2017 Q3	$738K	Hold	4,789	–	–	0.27%	69
2017 Q2	$690K	Buy	4,789 +80	+2%	+$11.5K	0.26%	73
2017 Q1	$676K	Sell	4,709 -736	-14%	-$106K	0.26%	74
2016 Q4	$631K	Buy	5,445 +1,140	+26%	+$132K	0.27%	75
2016 Q3	$487K	Buy	4,305 +135	+3%	+$15.3K	0.21%	87
2016 Q2	$399K	Buy	+4,170	New	+$399K	0.18%	100