Tevis Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Sell |
23,462
-1,916
| -8% | -$393K | 3.08% | 7 |
|
|
2025
Q1 | $6.36M | Hold |
25,378
| – | – | 4.72% | 3 |
|
|
2024
Q4 | $6.36M | Sell |
25,378
-142
| -0.6% | -$35.6K | 4.72% | 3 |
|
|
2024
Q3 | $5.95M | Buy |
25,520
+1,024
| +4% | +$239K | 4.4% | 3 |
|
|
2024
Q2 | $5.16M | Buy |
24,496
+103
| +0.4% | +$21.7K | 4.14% | 4 |
|
|
2024
Q1 | $4.18M | Buy |
24,393
+168
| +0.7% | +$28.8K | 3.56% | 5 |
|
|
2023
Q4 | $4.66M | Buy |
24,225
+531
| +2% | +$102K | 4.3% | 3 |
|
|
2023
Q3 | $4.06M | Sell |
23,694
-650
| -3% | -$111K | 4.12% | 3 |
|
|
2023
Q2 | $4.72M | Sell |
24,344
-199
| -0.8% | -$38.6K | 4.61% | 3 |
|
|
2023
Q1 | $4.05M | Sell |
24,543
-24
| -0.1% | -$3.96K | 4.11% | 3 |
|
|
2022
Q4 | $3.19M | Sell |
24,567
-1,915
| -7% | -$249K | 3.4% | 4 |
|
|
2022
Q3 | $3.69M | Buy |
26,482
+82
| +0.3% | +$11.4K | 3.59% | 4 |
|
|
2022
Q2 | $3.61M | Buy |
26,400
+1,172
| +5% | +$160K | 3.45% | 4 |
|
|
2022
Q1 | $4.4M | Sell |
25,228
-571
| -2% | -$99.6K | 3.98% | 3 |
|
|
2021
Q4 | $4.59M | Buy |
+25,799
| New | +$4.59M | 4% | 3 |
|