Stokes Family 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 | $46.4M | Sell |
226,155
-2,754
| -1% | -$565K | 4.87% | 2 |
|
|
2025
Q1 | $50.8M | Sell |
228,909
-27,464
| -11% | -$6.1M | 5.72% | 2 |
|
|
2024
Q4 | $64.2M | Buy |
256,373
+1,919
| +0.8% | +$481K | 6.86% | 2 |
|
|
2024
Q3 | $59.3M | Sell |
254,454
-2,341
| -0.9% | -$545K | 6.49% | 2 |
|
|
2024
Q2 | $54.1M | Buy |
256,795
+7,260
| +3% | +$1.53M | 6.34% | 2 |
|
|
2024
Q1 | $42.8M | Sell |
249,535
-5,033
| -2% | -$863K | 5.35% | 2 |
|
|
2023
Q4 | $49M | Sell |
254,568
-30,485
| -11% | -$5.87M | 6.62% | 3 |
|
|
2023
Q3 | $48.8M | Sell |
285,053
-4,728
| -2% | -$809K | 5.73% | 3 |
|
|
2023
Q2 | $56.2M | Buy |
289,781
+15,490
| +6% | +$3M | 6.49% | 2 |
|
|
2023
Q1 | $45.2M | Buy |
274,291
+5,474
| +2% | +$903K | 5.64% | 2 |
|
|
2022
Q4 | $34.9M | Sell |
268,817
-9,608
| -3% | -$1.25M | 4.5% | 3 |
|
|
2022
Q3 | $38.5M | Sell |
278,425
-3,041
| -1% | -$420K | 5.49% | 3 |
|
|
2022
Q2 | $38.5M | Buy |
281,466
+11,165
| +4% | +$1.53M | 5.25% | 3 |
|
|
2022
Q1 | $47.2M | Sell |
270,301
-2,322
| -0.9% | -$405K | 6.26% | 2 |
|
|
2021
Q4 | $48.4M | Buy |
272,623
+2,083
| +0.8% | +$370K | 6.02% | 2 |
|
|
2021
Q3 | $38.3M | Sell |
270,540
-565
| -0.2% | -$79.9K | 5.31% | 3 |
|
|
2021
Q2 | $37.1M | Buy |
271,105
+2,161
| +0.8% | +$296K | 5.26% | 2 |
|
|
2021
Q1 | $32.9M | Buy |
268,944
+1,897
| +0.7% | +$232K | 5.11% | 3 |
|
|
2020
Q4 | $35.4M | Buy |
267,047
+1,914
| +0.7% | +$254K | 6.99% | 2 |
|
|
2020
Q3 | $30.7M | Sell |
265,133
-13,167
| -5% | -$1.52M | 6.96% | 2 |
|
|
2020
Q2 | $25.4M | Sell |
278,300
-548
| -0.2% | -$50K | 6.4% | 2 |
|
|
2020
Q1 | $17.7M | Sell |
278,848
-2,272
| -0.8% | -$144K | 4.73% | 4 |
|
|
2019
Q4 | $20.6M | Buy |
+281,120
| New | +$20.6M | 4.58% | 4 |
|