Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Hold
0
53
2025
Q4
Hold
0
61
2022
Q3
Hold
0
48
2022
Q2
Hold
0
50
2020
Q1
Sell
-18,000
Closed -$1.32M 25
2019
Q4
$1.32M Sell
18,000
-35,800
-67% -$2.3M 0.75% 41
2019
Q3
$3.01M Buy
53,800
+9,000
+20% +$471K 1.16% 32
2019
Q2
$2.22M Buy
+44,800
New +$2.18M 0.94% 39
2015
Q4
Sell
-194,000
Closed -$5.35M 56
2015
Q3
$5.35M Buy
+194,000
New +$5.69M 1.89% 26
2014
Q2
Sell
-56,000
Closed -$1.07M 92
2014
Q1
$1.07M Sell
56,000
-398,300
-88% -$7.58M 0.19% 74
2013
Q4
$9.1M Sell
454,300
-660,100
-59% -$12.5M 2.04% 44
2013
Q3
$19M Buy
1,114,400
+84,000
+8% +$1.39M 4.86% 14
2013
Q2
$14.6M Buy
+1,030,400
New +$15.9M 3.92% 21

Other funds holding AAPL