Regal Wealth Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.15M | Sell |
6,333
-548
| -8% | -$101K | 0.71% | 23 |
|
|
2023
Q3 | $1.18M | Buy |
6,881
+661
| +11% | +$121K | 0.8% | 20 |
|
|
2023
Q2 | $1.19M | Buy |
6,220
+48
| +0.8% | +$8.36K | 0.78% | 21 |
|
|
2023
Q1 | $1.03M | Sell |
6,172
-140
| -2% | -$20.7K | 0.74% | 27 |
|
|
2022
Q4 | $820K | Buy |
6,312
+713
| +13% | +$102K | 0.6% | 23 |
|
|
2022
Q3 | $805K | Buy |
5,599
+37
| +0.7% | +$5.81K | 0.62% | 23 |
|
|
2022
Q2 | $760K | Buy |
5,562
+205
| +4% | +$31K | 0.55% | 25 |
|
|
2022
Q1 | $888K | Sell |
5,357
-3,949
| -42% | -$664K | 0.55% | 25 |
|
|
2021
Q4 | $1.65M | Sell |
9,306
-596
| -6% | -$94.2K | 0.93% | 23 |
|
|
2021
Q3 | $1.4M | Buy |
9,902
+4
| +0% | +$589 | 0.84% | 25 |
|
|
2021
Q2 | $1.36M | Buy |
9,898
+104
| +1% | +$13.5K | 0.8% | 25 |
|
|
2021
Q1 | $1.2M | Buy |
9,794
+59
| +0.6% | +$7.57K | 0.7% | 23 |
|
|
2020
Q4 | $1.29M | Buy |
9,735
+11
| +0.1% | +$1.32K | 0.79% | 22 |
|
|
2020
Q3 | $1.13M | Buy |
9,724
+112
| +1% | +$12.2K | 0.88% | 22 |
|
|
2020
Q2 | $877K | Sell |
9,612
-400
| -4% | -$31K | 0.72% | 23 |
|
|
2020
Q1 | $637K | Buy |
10,012
+332
| +3% | +$24.4K | 0.62% | 23 |
|
|
2019
Q4 | $711K | Sell |
9,680
-1,728
| -15% | -$111K | 0.46% | 26 |
|
|
2019
Q3 | $639K | Buy |
11,408
+56
| +0.5% | +$2.93K | 0.44% | 26 |
|
|
2019
Q2 | $562K | Buy |
11,352
+1,216
| +12% | +$59.3K | 0.39% | 24 |
|
|
2019
Q1 | $481K | Buy |
10,136
+336
| +3% | +$14.3K | 0.35% | 25 |
|
|
2018
Q4 | $387K | Buy |
9,800
+3,064
| +45% | +$149K | 0.35% | 28 |
|
|
2018
Q3 | $380K | Hold |
6,736
| – | – | 0.26% | 29 |
|
|
2018
Q2 | $312K | Sell |
6,736
-36
| -0.5% | -$1.63K | 0.33% | 32 |
|
|
2018
Q1 | $284K | Buy |
6,772
+4
| +0.1% | +$172 | 0.22% | 32 |
|
|
2017
Q4 | $286K | Buy |
6,768
+184
| +3% | +$7.69K | 0.2% | 32 |
|
|
2017
Q3 | $254K | Buy |
6,584
+684
| +12% | +$26.5K | 0.19% | 36 |
|
|
2017
Q2 | $212K | Sell |
5,900
-976
| -14% | -$36.1K | 0.16% | 38 |
|
|
2017
Q1 | $247K | Buy |
6,876
+108
| +2% | +$3.56K | 0.19% | 38 |
|
|
2016
Q4 | $196K | Buy |
6,768
+4
| +0.1% | +$113 | 0.16% | 40 |
|
|
2016
Q3 | $191K | Buy |
6,764
+124
| +2% | +$3.28K | 0.17% | 34 |
|
|
2016
Q2 | $159K | Buy |
6,640
+436
| +7% | +$10.8K | 0.15% | 36 |
|
|
2016
Q1 | $169K | Buy |
6,204
+4
| +0.1% | +$100 | 0.16% | 35 |
|
|
2015
Q4 | $163K | Buy |
+6,200
| New | +$177K | 0.16% | 35 |
|
Other funds holding AAPL
Regal Wealth Group's AAPL Position: Q4 2023 in Review
Regal Wealth Group reduced its Apple (AAPL) stake by 8% in Q4 2023, selling an estimated $101K and leaving 6,333 shares worth $1.15M. The position accounts for 0.71% of the portfolio, ranked #23.
Regal Wealth Group first reported a position in AAPL in Q4 2015 and has held it in 33 quarters since. The position peaked at $1.65M in Q4 2021. 4,966 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.
- Regal Wealth Group held 6,333 shares of Apple worth $1.15M as of Q4 2023.
- Regal Wealth Group sold 548 Apple shares in Q4 2023, an estimated $101K.
- Apple made up 0.71% of Regal Wealth Group's portfolio in Q4 2023, its #23 holding.
- Regal Wealth Group first reported a position in Apple in Q4 2015 and has held it in 33 quarters since.
- Regal Wealth Group's Apple position peaked at $1.65M in Q4 2021.
- 4,966 funds tracked by Wall St. Rank held Apple as of Q4 2023.
Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.