Sheaff Brock Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $115M | Sell |
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|
2024
Q4 | $134M | Sell |
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|
2024
Q3 | $127M | Sell |
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|
2024
Q2 | $116M | Sell |
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|
2024
Q1 | $133M | Sell |
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|
2023
Q4 | $152M | Sell |
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|
2023
Q3 | $138M | Sell |
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|
2023
Q2 | $158M | Sell |
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|
2023
Q1 | $135M | Sell |
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|
2022
Q4 | $107M | Sell |
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|
2022
Q3 | $122M | Sell |
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|
2022
Q2 | $128M | Sell |
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|
2022
Q1 | $192M | Sell |
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|
2021
Q4 | $201M | Buy |
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|
2021
Q3 | $156M | Sell |
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|
2021
Q2 | $171M | Buy |
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|
2021
Q1 | $150M | Buy |
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|
2020
Q4 | $162M | Buy |
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|
2020
Q3 | $141M | Buy |
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|
2020
Q2 | $111M | Buy |
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|
2020
Q1 | $74.9M | Sell |
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|
2019
Q4 | $94.7M | Buy |
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|
2019
Q3 | $68.2M | Sell |
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|
2019
Q2 | $61.3M | Sell |
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|
2019
Q1 | $63.6M | Buy |
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|
2018
Q4 | $49.9M | Sell |
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|
2018
Q3 | $78.6M | Sell |
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|
2018
Q2 | $69.4M | Sell |
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|
2018
Q1 | $65.5M | Sell |
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|
2017
Q4 | $66.2M | Buy |
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|
2017
Q3 | $59.9M | Sell |
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|
2017
Q2 | $57.2M | Sell |
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|
2017
Q1 | $61.3M | Sell |
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|
2016
Q4 | $64.2M | Sell |
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|
2016
Q3 | $68.1M | Sell |
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|
2016
Q2 | $63M | Sell |
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|
2016
Q1 | $75.9M | Buy |
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|
2015
Q4 | $73.3M | Buy |
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