Regency Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.23M | Sell |
25,495
-2,690
| -10% | -$552K | 2.74% | 11 |
|
|
2025
Q1 | $6.26M | Sell |
28,185
-1,060
| -4% | -$235K | 3.74% | 7 |
|
|
2024
Q4 | $7.32M | Buy |
29,245
+1,029
| +4% | +$258K | 3.97% | 7 |
|
|
2024
Q3 | $6.57M | Buy |
28,216
+682
| +2% | +$159K | 3.61% | 10 |
|
|
2024
Q2 | $5.8M | Sell |
27,534
-4,422
| -14% | -$931K | 3.73% | 9 |
|
|
2024
Q1 | $5.48M | Buy |
31,956
+27,952
| +698% | +$4.79M | 3.49% | 11 |
|
|
2023
Q4 | $771K | Buy |
4,004
+2,114
| +112% | +$407K | 0.52% | 34 |
|
|
2023
Q3 | $324K | Buy |
1,890
+823
| +77% | +$141K | 0.27% | 37 |
|
|
2023
Q2 | $207K | Buy |
+1,067
| New | +$207K | 0.18% | 40 |
|
|
2022
Q3 | – | Sell |
-507
| Closed | -$69K | – | 37 |
|
|
2022
Q2 | $69K | Sell |
507
-3,793
| -88% | -$516K | 0.07% | 50 |
|
|
2022
Q1 | $751K | Sell |
4,300
-15,566
| -78% | -$2.72M | 0.55% | 42 |
|
|
2021
Q4 | $3.53M | Sell |
19,866
-8,892
| -31% | -$1.58M | 2.24% | 15 |
|
|
2021
Q3 | $4.07M | Buy |
28,758
+784
| +3% | +$111K | 2.86% | 9 |
|
|
2021
Q2 | $3.83M | Buy |
27,974
+2,926
| +12% | +$401K | 2.9% | 8 |
|
|
2021
Q1 | $3.06M | Buy |
+25,048
| New | +$3.06M | 3.22% | 5 |
|