Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.66M Buy
26,560
+535
+2% +$153K 1.89% 10
2026
Q1
$6.58M Sell
26,025
-807
-3% -$210K 1.86% 11
2025
Q4
$7.27M Buy
26,832
+638
+2% +$171K 2.13% 10
2025
Q3
$6.64M Sell
26,194
-1,168
-4% -$264K 1.88% 11
2025
Q2
$5.59M Buy
+27,362
New +$5.53M 1.81% 12
2024
Q1
$4.67M Buy
27,213
+15,798
+138% +$2.87M 2.48% 10
2023
Q4
$2.2M Buy
11,415
+776
+7% +$143K 1.41% 22
2023
Q3
$1.82M Buy
10,639
+593
+6% +$109K 1.57% 16
2023
Q2
$1.95M Buy
10,046
+1,029
+11% +$179K 1.49% 16
2023
Q1
$1.49M Buy
9,017
+4,974
+123% +$734K 1.1% 20
2022
Q4
$525K Buy
+4,043
New +$578K 0.34% 31

Other funds holding AAPL