Seven Post Investment Office’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Hold |
4,951
| – | – | 0.38% | 22 |
|
|
2025
Q1 | $1.1M | Hold |
4,951
| – | – | 0.42% | 20 |
|
|
2024
Q4 | $1.24M | Sell |
4,951
-7,029
| -59% | -$1.76M | 0.47% | 20 |
|
|
2024
Q3 | $2.79M | Buy |
11,980
+1
| +0% | +$233 | 0.42% | 21 |
|
|
2024
Q2 | $2.52M | Buy |
11,979
+3
| +0% | +$632 | 0.47% | 21 |
|
|
2024
Q1 | $2.05M | Sell |
11,976
-950
| -7% | -$163K | 0.5% | 21 |
|
|
2023
Q4 | $2.49M | Sell |
12,926
-756
| -6% | -$146K | 0.63% | 19 |
|
|
2023
Q3 | $2.34M | Buy |
13,682
+43
| +0.3% | +$7.36K | 0.65% | 19 |
|
|
2023
Q2 | $2.65M | Sell |
13,639
-58
| -0.4% | -$11.3K | 0.81% | 17 |
|
|
2023
Q1 | $2.26M | Buy |
13,697
+3
| +0% | +$495 | 0.82% | 16 |
|
|
2022
Q4 | $1.78M | Buy |
13,694
+2
| +0% | +$260 | 0.63% | 20 |
|
|
2022
Q3 | $1.89M | Sell |
13,692
-62
| -0.5% | -$8.57K | 0.74% | 17 |
|
|
2022
Q2 | $1.88M | Sell |
13,754
-144
| -1% | -$19.7K | 0.7% | 17 |
|
|
2022
Q1 | $2.43M | Buy |
13,898
+2
| +0% | +$349 | 0.74% | 17 |
|
|
2021
Q4 | $2.47M | Buy |
13,896
+5,008
| +56% | +$889K | 0.67% | 17 |
|
|
2021
Q3 | $1.26M | Buy |
8,888
+2
| +0% | +$283 | 0.39% | 21 |
|
|
2021
Q2 | $1.22M | Buy |
8,886
+3
| +0% | +$411 | 0.37% | 21 |
|
|
2021
Q1 | $1.09M | Sell |
8,883
-520
| -6% | -$63.5K | 0.38% | 19 |
|
|
2020
Q4 | $1.25M | Buy |
9,403
+448
| +5% | +$59.5K | 0.51% | 17 |
|
|
2020
Q3 | $1.04M | Sell |
8,955
-53
| -0.6% | -$6.14K | 0.41% | 17 |
|
|
2020
Q2 | $822K | Sell |
9,008
-812
| -8% | -$74.1K | 0.35% | 18 |
|
|
2020
Q1 | $624K | Sell |
9,820
-12,308
| -56% | -$782K | 0.33% | 20 |
|
|
2019
Q4 | $1.62M | Buy |
22,128
+14,728
| +199% | +$1.08M | 1.18% | 11 |
|
|
2019
Q3 | $414K | Hold |
7,400
| – | – | 0.3% | 15 |
|
|
2019
Q2 | $366K | Hold |
7,400
| – | – | 0.25% | 15 |
|
|
2019
Q1 | $351K | Hold |
7,400
| – | – | 0.25% | 16 |
|
|
2018
Q4 | $292K | Buy |
7,400
+4
| +0.1% | +$158 | 0.23% | 17 |
|
|
2018
Q3 | $417K | Buy |
+7,396
| New | +$417K | 0.35% | 12 |
|