S
SimplyRich’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Sell |
108,370
-184
| -0.2% | -$37.8K | 6.2% | 1 |
|
|
2025
Q1 | $24.1M | Sell |
108,554
-100
| -0.1% | -$22.2K | 6.98% | 1 |
|
|
2024
Q4 | $27.2M | Sell |
108,654
-1,352
| -1% | -$339K | 7.77% | 1 |
|
|
2024
Q3 | $25.6M | Sell |
110,006
-240
| -0.2% | -$55.9K | 7.15% | 1 |
|
|
2024
Q2 | $23.2M | Hold |
110,246
| – | – | 7.35% | 1 |
|
|
2024
Q1 | $18.9M | Sell |
110,246
-328
| -0.3% | -$56.2K | 6.11% | 1 |
|
|
2023
Q4 | $21.3M | Sell |
110,574
-480
| -0.4% | -$92.4K | 7.32% | 1 |
|
|
2023
Q3 | $19M | Sell |
111,054
-167
| -0.2% | -$28.6K | 9.22% | 1 |
|
|
2023
Q2 | $21.6M | Sell |
111,221
-191
| -0.2% | -$37K | 7.69% | 1 |
|
|
2023
Q1 | $18.4M | Sell |
111,412
-459
| -0.4% | -$75.7K | 6.91% | 1 |
|
|
2022
Q4 | $14.5M | Sell |
111,871
-653
| -0.6% | -$84.8K | 5.78% | 1 |
|
|
2022
Q3 | $15.6M | Hold |
112,524
| – | – | 7% | 1 |
|
|
2022
Q2 | $15.4M | Sell |
112,524
-32
| -0% | -$4.38K | 6.39% | 1 |
|
|
2022
Q1 | $19.7M | Sell |
112,556
-479
| -0.4% | -$83.6K | 6.87% | 1 |
|
|
2021
Q4 | $20.1M | Sell |
113,035
-205
| -0.2% | -$36.4K | 6.66% | 1 |
|
|
2021
Q3 | $16M | Sell |
113,240
-2
| -0% | -$283 | 5.83% | 1 |
|
|
2021
Q2 | $15.5M | Buy |
113,242
+240
| +0.2% | +$32.9K | 7.13% | 1 |
|
|
2021
Q1 | $13.8M | Sell |
113,002
-287
| -0.3% | -$35.1K | 5.48% | 1 |
|
|
2020
Q4 | $15M | Sell |
113,289
-60
| -0.1% | -$7.96K | 6.72% | 1 |
|
|
2020
Q3 | $13.1M | Buy |
113,349
+84,921
| +299% | +$9.83M | 6.58% | 1 |
|
|
2020
Q2 | $10.3M | Hold |
28,428
| – | – | 5.66% | 1 |
|
|
2020
Q1 | $7.24M | Hold |
28,428
| – | – | 4.83% | 4 |
|
|
2019
Q4 | $8.29M | Sell |
28,428
-172
| -0.6% | -$50.1K | 4.16% | 5 |
|
|
2019
Q3 | $6.26M | Hold |
28,600
| – | – | 3.42% | 6 |
|
|
2019
Q2 | $5.66M | Hold |
28,600
| – | – | 3.13% | 6 |
|
|
2019
Q1 | $5.43M | Hold |
28,600
| – | – | 4.42% | 5 |
|
|
2018
Q4 | $4.47M | Sell |
28,600
-170
| -0.6% | -$26.6K | 4.11% | 4 |
|
|
2018
Q3 | $6.5M | Sell |
28,770
-350
| -1% | -$79K | 3.54% | 5 |
|
|
2018
Q2 | $5.39M | Hold |
29,120
| – | – | 3.09% | 5 |
|
|
2018
Q1 | $4.89M | Hold |
29,120
| – | – | 2.73% | 5 |
|
|
2017
Q4 | $4.93M | Buy |
+29,120
| New | +$4.93M | 2.76% | 5 |
|