Ranch Capital Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.7M | Buy |
42,115
+63
| +0.1% | +$16.4K | 3.91% | 2 |
|
|
2025
Q4 | $11.4M | Buy |
42,052
+28
| +0.1% | +$7.52K | 4.21% | 2 |
|
|
2025
Q3 | $10.7M | Buy |
42,024
+3,249
| +8% | +$734K | 4.14% | 2 |
|
|
2025
Q2 | $7.96M | Sell |
38,775
-38
| -0.1% | -$7.67K | 3.45% | 4 |
|
|
2025
Q1 | $8.62M | Sell |
38,813
-193
| -0.5% | -$44.7K | 4.09% | 2 |
|
|
2024
Q4 | $9.77M | Buy |
39,006
+346
| +0.9% | +$81.5K | 4.61% | 1 |
|
|
2024
Q3 | $9.01M | Sell |
38,660
-161
| -0.4% | -$36K | 4.25% | 1 |
|
|
2024
Q2 | $8.18M | Buy |
38,821
+64
| +0.2% | +$11.9K | 4.28% | 1 |
|
|
2024
Q1 | $6.65M | Sell |
38,757
-512
| -1% | -$93.1K | 3.59% | 3 |
|
|
2023
Q4 | $7.56M | Buy |
39,269
+787
| +2% | +$145K | 4.71% | 1 |
|
|
2023
Q3 | $6.59M | Sell |
38,482
-148
| -0.4% | -$27.1K | 4.61% | 1 |
|
|
2023
Q2 | $7.49M | Sell |
38,630
-933
| -2% | -$163K | 5.28% | 1 |
|
|
2023
Q1 | $6.52M | Sell |
39,563
-338
| -0.8% | -$49.9K | 4.78% | 1 |
|
|
2022
Q4 | $5.18M | Sell |
39,901
-1,232
| -3% | -$176K | 4.06% | 2 |
|
|
2022
Q3 | $5.68M | Sell |
41,133
-1,129
| -3% | -$177K | 4.65% | 1 |
|
|
2022
Q2 | $5.78M | Sell |
42,262
-155
| -0.4% | -$23.5K | 4.43% | 1 |
|
|
2022
Q1 | $7.41M | Buy |
42,417
+490
| +1% | +$82.4K | 4.89% | 2 |
|
|
2021
Q4 | $7.45M | Buy |
41,927
+14
| +0% | +$2.21K | 4.84% | 2 |
|
|
2021
Q3 | $5.93M | Buy |
41,913
+824
| +2% | +$121K | 3.7% | 2 |
|
|
2021
Q2 | $5.63M | Buy |
41,089
+615
| +2% | +$79.7K | 3.38% | 2 |
|
|
2021
Q1 | $4.94M | Buy |
40,474
+1,162
| +3% | +$149K | 3.27% | 3 |
|
|
2020
Q4 | $5.22M | Buy |
39,312
+2,471
| +7% | +$297K | 3.75% | 2 |
|
|
2020
Q3 | $4.44M | Buy |
36,841
+65
| +0.2% | +$7.09K | 3.57% | 2 |
|
|
2020
Q2 | $4.14M | Sell |
36,776
-1,792
| -5% | -$139K | 3.25% | 3 |
|
|
2020
Q1 | $2.45M | Buy |
38,568
+5,968
| +18% | +$439K | 2.42% | 4 |
|
|
2019
Q4 | $2.39M | Sell |
32,600
-384
| -1% | -$24.7K | 1.94% | 3 |
|
|
2019
Q3 | $1.85M | Buy |
+32,984
| New | +$1.72M | 1.98% | 3 |
|
Other funds holding AAPL
VCM
VPM
