Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$5.15M Sell
20,564
-26
-0.1% -$6.13K 1.05% 29
2024
Q3
$4.8M Sell
20,590
-2,513
-11% -$561K 0.94% 32
2024
Q2
$4.87M Buy
23,103
+645
+3% +$120K 1.03% 28
2024
Q1
$3.85M Sell
22,458
-67
-0.3% -$12.2K 0.85% 32
2023
Q4
$4.34M Sell
22,525
-394
-2% -$72.7K 1.04% 27
2023
Q3
$3.92M Sell
22,919
-10,211
-31% -$1.87M 1.01% 29
2023
Q2
$6.43M Sell
33,130
-16,320
-33% -$2.84M 1.58% 12
2023
Q1
$8.15M Sell
49,450
-1,323
-3% -$195K 2% 11
2022
Q4
$6.6M Sell
50,773
-113
-0.2% -$16.1K 1.73% 11
2022
Q3
$7.03M Buy
50,886
+222
+0.4% +$34.8K 1.88% 8
2022
Q2
$6.93M Buy
50,664
+147
+0.3% +$22.3K 1.92% 10
2022
Q1
$8.82M Sell
50,517
-306
-0.6% -$51.5K 2.31% 11
2021
Q4
$9.03M Sell
50,823
-876
-2% -$138K 2.06% 12
2021
Q3
$7.32M Sell
51,699
-101
-0.2% -$14.9K 1.96% 15
2021
Q2
$7.09M Sell
51,800
-409
-0.8% -$53K 1.99% 16
2021
Q1
$6.38M Buy
52,209
+784
+2% +$101K 1.98% 14
2020
Q4
$6.82M Sell
51,425
-309
-0.6% -$37.2K 2.46% 9
2020
Q3
$5.99M Sell
51,734
-690
-1% -$75.3K 2.35% 10
2020
Q2
$4.78M Sell
52,424
-72
-0.1% -$5.58K 2.35% 8
2020
Q1
$3.34M Buy
52,496
+2,604
+5% +$192K 2.25% 10
2019
Q4
$3.66M Buy
49,892
+1,060
+2% +$68.2K 2.04% 12
2019
Q3
$2.73M Buy
+48,832
New +$2.55M 1.61% 19
2019
Q1
$2.29M Buy
+48,232
New +$2.05M 1.73% 18

Other funds holding AAPL