Riverstone Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.66M | Sell |
12,945
-1,651
| -11% | -$339K | 1.44% | 13 |
|
2025
Q1 | $3.24M | Hold |
14,596
| – | – | 1.95% | 12 |
|
2024
Q4 | $3.66M | Buy |
14,596
+148
| +1% | +$37.1K | 2.08% | 11 |
|
2024
Q3 | $3.37M | Sell |
14,448
-868
| -6% | -$202K | 1.96% | 11 |
|
2024
Q2 | $3.23M | Buy |
15,316
+344
| +2% | +$72.5K | 1.98% | 12 |
|
2024
Q1 | $2.57M | Buy |
14,972
+80
| +0.5% | +$13.7K | 1.53% | 15 |
|
2023
Q4 | $2.87M | Buy |
14,892
+245
| +2% | +$47.2K | 1.86% | 14 |
|
2023
Q3 | $2.51M | Buy |
14,647
+1,531
| +12% | +$262K | 1.73% | 14 |
|
2023
Q2 | $2.54M | Buy |
13,116
+460
| +4% | +$89.2K | 1.54% | 18 |
|
2023
Q1 | $2.11M | Sell |
12,656
-135
| -1% | -$22.5K | 1.35% | 19 |
|
2022
Q4 | $1.74M | Sell |
12,791
-5,519
| -30% | -$750K | 1.21% | 20 |
|
2022
Q3 | $2.53M | Sell |
18,310
-180
| -1% | -$24.9K | 1.63% | 18 |
|
2022
Q2 | $2.5M | Buy |
18,490
+629
| +4% | +$85.1K | 1.57% | 19 |
|
2022
Q1 | $3.09M | Buy |
17,861
+335
| +2% | +$57.9K | 1.58% | 17 |
|
2021
Q4 | $3.08M | Buy |
17,526
+5,914
| +51% | +$1.04M | 1.36% | 18 |
|
2021
Q3 | $1.64M | Buy |
11,612
+1,123
| +11% | +$159K | 0.76% | 19 |
|
2021
Q2 | $1.44M | Buy |
10,489
+2,800
| +36% | +$384K | 0.68% | 21 |
|
2021
Q1 | $939K | Hold |
7,689
| – | – | 0.49% | 24 |
|
2020
Q4 | $1.02M | Sell |
7,689
-40
| -0.5% | -$5.31K | 0.57% | 23 |
|
2020
Q3 | $895K | Buy |
7,729
+689
| +10% | +$79.8K | 0.6% | 24 |
|
2020
Q2 | $642K | Buy |
7,040
+80
| +1% | +$7.3K | 0.48% | 24 |
|
2020
Q1 | $442K | Buy |
6,960
+168
| +2% | +$10.7K | 0.45% | 26 |
|
2019
Q4 | $499K | Hold |
6,792
| – | – | 0.37% | 27 |
|
2019
Q3 | $380K | Hold |
6,792
| – | – | 0.29% | 31 |
|
2019
Q2 | $336K | Hold |
6,792
| – | – | 0.26% | 31 |
|
2019
Q1 | $323K | Hold |
6,792
| – | – | 0.27% | 31 |
|
2018
Q4 | $268K | Buy |
+6,792
| New | +$268K | 0.27% | 29 |
|