Stelac Advisory Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
6,825
+503
| +8% | +$103K | 0.53% | 37 |
|
|
2025
Q1 | $1.4M | Sell |
6,322
-3,330
| -35% | -$740K | 0.58% | 40 |
|
|
2024
Q4 | $2.42M | Sell |
9,652
-532
| -5% | -$133K | 0.94% | 29 |
|
|
2024
Q3 | $2.37M | Buy |
10,184
+1,166
| +13% | +$272K | 0.96% | 27 |
|
|
2024
Q2 | $1.9M | Sell |
9,018
-240
| -3% | -$50.5K | 0.8% | 32 |
|
|
2024
Q1 | $1.59M | Sell |
9,258
-556
| -6% | -$95.3K | 0.75% | 32 |
|
|
2023
Q4 | $1.89M | Sell |
9,814
-2,586
| -21% | -$498K | 1.02% | 26 |
|
|
2023
Q3 | $2.24M | Buy |
12,400
+5,457
| +79% | +$987K | 1.22% | 23 |
|
|
2023
Q2 | $1.34M | Sell |
6,943
-2,048
| -23% | -$396K | 0.6% | 35 |
|
|
2023
Q1 | $1.48M | Buy |
8,991
+160
| +2% | +$26.4K | 0.64% | 35 |
|
|
2022
Q4 | $1.15M | Sell |
8,831
-54,317
| -86% | -$7.06M | 0.52% | 43 |
|
|
2022
Q3 | $8.73M | Sell |
63,148
-4
| -0% | -$553 | 3.97% | 4 |
|
|
2022
Q2 | $8.64M | Buy |
63,152
+1,699
| +3% | +$232K | 3.47% | 5 |
|
|
2022
Q1 | $10.7M | Sell |
61,453
-52
| -0.1% | -$9.08K | 3.86% | 5 |
|
|
2021
Q4 | $10.9M | Sell |
61,505
-9,619
| -14% | -$1.71M | 2.96% | 8 |
|
|
2021
Q3 | $10.1M | Sell |
71,124
-6,033
| -8% | -$854K | 2.7% | 10 |
|
|
2021
Q2 | $10.6M | Buy |
77,157
+55,833
| +262% | +$7.65M | 2.41% | 10 |
|
|
2021
Q1 | $2.61M | Sell |
21,324
-11,212
| -34% | -$1.37M | 0.96% | 21 |
|
|
2020
Q4 | $4.32M | Buy |
32,536
+6,689
| +26% | +$888K | 1.12% | 20 |
|
|
2020
Q3 | $2.99M | Sell |
25,847
-337
| -1% | -$39K | 1.02% | 21 |
|
|
2020
Q2 | $2.37M | Sell |
26,184
-7,812
| -23% | -$707K | 0.92% | 26 |
|
|
2020
Q1 | $2.16M | Buy |
33,996
+14,728
| +76% | +$936K | 1.04% | 22 |
|
|
2019
Q4 | $1.25M | Sell |
19,268
-5,408
| -22% | -$349K | 0.9% | 26 |
|
|
2019
Q3 | $1.33M | Buy |
24,676
+6,568
| +36% | +$355K | 0.95% | 23 |
|
|
2019
Q2 | $891K | Sell |
18,108
-7,368
| -29% | -$363K | 0.68% | 24 |
|
|
2019
Q1 | $1.07M | Hold |
25,476
| – | – | 0.52% | 22 |
|
|
2018
Q4 | $1.07M | Buy |
25,476
+7,736
| +44% | +$326K | 0.52% | 22 |
|
|
2018
Q3 | $998K | Sell |
17,740
-35,304
| -67% | -$1.99M | 0.29% | 34 |
|
|
2018
Q2 | $2.46M | Buy |
53,044
+11,568
| +28% | +$535K | 0.68% | 21 |
|
|
2018
Q1 | $1.74M | Buy |
41,476
+24,404
| +143% | +$1.02M | 0.52% | 20 |
|
|
2017
Q4 | $722K | Buy |
17,072
+2,720
| +19% | +$115K | 0.31% | 24 |
|
|
2017
Q3 | $553K | Buy |
14,352
+5,012
| +54% | +$193K | 0.17% | 40 |
|
|
2017
Q2 | $336K | Buy |
9,340
+1,132
| +14% | +$40.7K | 0.11% | 42 |
|
|
2017
Q1 | $820K | Sell |
8,208
-2,552
| -24% | -$255K | 0.26% | 24 |
|
|
2016
Q4 | $312K | Buy |
10,760
+3,552
| +49% | +$103K | 0.1% | 45 |
|
|
2016
Q3 | $204K | Sell |
7,208
-1,192
| -14% | -$33.7K | 0.07% | 45 |
|
|
2016
Q2 | $201K | Buy |
8,400
+3,472
| +70% | +$83.1K | 0.06% | 50 |
|
|
2016
Q1 | $134K | Sell |
4,928
-2,548
| -34% | -$69.3K | 0.04% | 45 |
|
|
2015
Q4 | $197K | Hold |
7,476
| – | – | 0.06% | 47 |
|
|
2015
Q3 | $206K | Hold |
7,476
| – | – | 0.06% | 43 |
|
|
2015
Q2 | $234K | Hold |
7,476
| – | – | 0.06% | 35 |
|
|
2015
Q1 | $233K | Hold |
7,476
| – | – | 0.06% | 34 |
|
|
2014
Q4 | $206K | Hold |
7,476
| – | – | 0.06% | 32 |
|
|
2014
Q3 | $188K | Sell |
7,476
-19,040
| -72% | -$479K | 0.06% | 29 |
|
|
2014
Q2 | $616K | Sell |
26,516
-84,000
| -76% | -$1.95M | 0.23% | 24 |
|
|
2014
Q1 | $2.12M | Hold |
110,516
| – | – | 0.8% | 17 |
|
|
2013
Q4 | $2.22M | Hold |
110,516
| – | – | 1.1% | 16 |
|
|
2013
Q3 | $1.88M | Buy |
110,516
+7,476
| +7% | +$127K | 0.97% | 18 |
|
|
2013
Q2 | $1.46M | Buy |
+103,040
| New | +$1.46M | 0.88% | 18 |
|