Spinnaker Investment Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.6M Buy
46,933
+4,561
+11% +$1.3M 2.18% 13
2026
Q1
$10.8M Sell
42,372
-2,540
-6% -$661K 2.19% 12
2025
Q4
$12.2M Buy
44,912
+450
+1% +$121K 2.21% 12
2025
Q3
$11.3M Buy
44,462
+2,666
+6% +$602K 2.13% 12
2025
Q2
$8.58M Sell
41,796
-3,490
-8% -$705K 2.01% 12
2025
Q1
$10.1M Sell
45,286
-1,428
-3% -$331K 2.27% 12
2024
Q4
$11.7M Sell
46,714
-847
-2% -$200K 2.82% 11
2024
Q3
$11.1M Buy
47,561
+957
+2% +$214K 2.71% 11
2024
Q2
$9.82M Buy
46,604
+94
+0.2% +$17.5K 2.71% 10
2024
Q1
$7.98M Sell
46,510
-6,627
-12% -$1.2M 2.24% 11
2023
Q4
$10.2M Buy
53,137
+445
+0.8% +$82.2K 3.11% 9
2023
Q3
$9.02M Sell
52,692
-1,370
-3% -$251K 3.03% 10
2023
Q2
$10.5M Sell
54,062
-48
-0.1% -$8.36K 3.45% 9
2023
Q1
$8.92M Buy
54,110
+653
+1% +$96.4K 3.14% 9
2022
Q4
$6.95M Sell
53,457
-1,526
-3% -$218K 2.47% 11
2022
Q3
$7.6M Buy
54,983
+1,968
+4% +$309K 2.98% 10
2022
Q2
$7.25M Sell
53,015
-419
-0.8% -$63.5K 2.95% 10
2022
Q1
$9.56M Buy
53,434
+300
+0.6% +$50.4K 3.11% 12
2021
Q4
$8.83M Buy
+53,134
New +$8.4M 3.1% 11

Other funds holding AAPL