PA
PSI Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.85M | Buy |
33,367
+5,108
| +18% | +$1.05M | 3.36% | 8 |
|
|
2025
Q1 | $6.28M | Sell |
28,259
-2,384
| -8% | -$530K | 2.04% | 12 |
|
|
2024
Q4 | $7.67M | Sell |
30,643
-290
| -0.9% | -$72.6K | 2.28% | 10 |
|
|
2024
Q3 | $7.21M | Sell |
30,933
-4,389
| -12% | -$1.02M | 2.11% | 12 |
|
|
2024
Q2 | $7.44M | Buy |
35,322
+1,082
| +3% | +$228K | 2.35% | 10 |
|
|
2024
Q1 | $5.87M | Sell |
34,240
-578
| -2% | -$99.1K | 2.12% | 10 |
|
|
2023
Q4 | $6.7M | Sell |
34,818
-23
| -0.1% | -$4.43K | 2.5% | 9 |
|
|
2023
Q3 | $5.97M | Buy |
34,841
+95
| +0.3% | +$16.3K | 2.58% | 9 |
|
|
2023
Q2 | $6.74M | Sell |
34,746
-7,476
| -18% | -$1.45M | 2.96% | 6 |
|
|
2023
Q1 | $6.96M | Buy |
42,222
+213
| +0.5% | +$35.1K | 3.36% | 6 |
|
|
2022
Q4 | $5.46M | Sell |
42,009
-196
| -0.5% | -$25.5K | 2.9% | 6 |
|
|
2022
Q3 | $5.83M | Sell |
42,205
-2,300
| -5% | -$318K | 3.06% | 5 |
|
|
2022
Q2 | $6.09M | Buy |
44,505
+2,991
| +7% | +$409K | 2.99% | 6 |
|
|
2022
Q1 | $7.25M | Buy |
41,514
+482
| +1% | +$84.2K | 2.98% | 5 |
|
|
2021
Q4 | $7.33M | Buy |
41,032
+768
| +2% | +$137K | 2.98% | 5 |
|
|
2021
Q3 | $5.7M | Sell |
40,264
-897
| -2% | -$127K | 2.62% | 7 |
|
|
2021
Q2 | $5.64M | Buy |
41,161
+1,572
| +4% | +$215K | 2.97% | 7 |
|
|
2021
Q1 | $4.84M | Buy |
39,589
+2,855
| +8% | +$349K | 2.85% | 6 |
|
|
2020
Q4 | $4.87M | Sell |
36,734
-751
| -2% | -$99.6K | 3.36% | 4 |
|
|
2020
Q3 | $4.34M | Buy |
37,485
+29,101
| +347% | +$3.37M | 3.31% | 3 |
|
|
2020
Q2 | $3.06M | Sell |
8,384
-708
| -8% | -$258K | 2.47% | 8 |
|
|
2020
Q1 | $2.31M | Buy |
9,092
+2,092
| +30% | +$532K | 2.13% | 10 |
|
|
2019
Q4 | $2.06M | Buy |
+7,000
| New | +$2.06M | 1.32% | 14 |
|