PMA
Prudent Man Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93M | Buy |
33,325
+7,435
| +29% | +$1.55M | 2.2% | 9 |
|
|
2025
Q1 | $5.86M | Buy |
25,890
+1,101
| +4% | +$249K | 2.13% | 7 |
|
|
2024
Q4 | $6.33M | Sell |
24,789
-1,667
| -6% | -$425K | 2.3% | 6 |
|
|
2024
Q3 | $6.28M | Sell |
26,456
-1,711
| -6% | -$406K | 2.09% | 6 |
|
|
2024
Q2 | $6.03M | Buy |
28,167
+951
| +3% | +$204K | 2.13% | 7 |
|
|
2024
Q1 | $4.75M | Sell |
27,216
-237
| -0.9% | -$41.4K | 1.78% | 7 |
|
|
2023
Q4 | $5.38M | Sell |
27,453
-1,514
| -5% | -$297K | 2.01% | 8 |
|
|
2023
Q3 | $5.04M | Sell |
28,967
-1,313
| -4% | -$228K | 2% | 7 |
|
|
2023
Q2 | $5.87M | Sell |
30,280
-484
| -2% | -$93.9K | 2.21% | 7 |
|
|
2023
Q1 | $5.07M | Buy |
30,764
+115
| +0.4% | +$19K | 1.98% | 7 |
|
|
2022
Q4 | $3.98M | Buy |
30,649
+10,021
| +49% | +$1.3M | 1.61% | 8 |
|
|
2022
Q3 | $2.85M | Buy |
20,628
+27
| +0.1% | +$3.73K | 1.35% | 10 |
|
|
2022
Q2 | $2.82M | Sell |
20,601
-2,026
| -9% | -$277K | 1.31% | 11 |
|
|
2022
Q1 | $3.95M | Sell |
22,627
-802
| -3% | -$140K | 1.6% | 10 |
|
|
2021
Q4 | $4.16M | Sell |
23,429
-1,266
| -5% | -$225K | 1.58% | 10 |
|
|
2021
Q3 | $3.49M | Sell |
24,695
-237
| -1% | -$33.5K | 1.32% | 11 |
|
|
2021
Q2 | $3.42M | Sell |
24,932
-59
| -0.2% | -$8.08K | 1.32% | 10 |
|
|
2021
Q1 | $3.05M | Buy |
24,991
+1,114
| +5% | +$136K | 1.28% | 9 |
|
|
2020
Q4 | $3.17M | Sell |
23,877
-34
| -0.1% | -$4.51K | 1.33% | 9 |
|
|
2020
Q3 | $2.77M | Buy |
23,911
+18,120
| +313% | +$2.1M | 1.47% | 9 |
|
|
2020
Q2 | $2.11M | Buy |
+5,791
| New | +$2.11M | 1.88% | 6 |
|