U.S. Global Investors (USGI)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.95M | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.75M | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.48M | Sell |
|
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|
2021
Q4 | $3.04M | Hold |
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|
2021
Q3 | $2.42M | Hold |
|
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|
2021
Q2 | $2.34M | Hold |
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|
2021
Q1 | $2.09M | Hold |
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|
2020
Q4 | $2.27M | Buy |
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|
2020
Q3 | $1.5M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $457K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $804K | Sell |
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|
2015
Q4 | $2.29M | Buy |
|
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|
2015
Q3 | $1.79M | Sell |
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|
2015
Q2 | $2.72M | Sell |
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|
2015
Q1 | $3.36M | Sell |
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|
2014
Q4 | $3.26M | Sell |
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|
2014
Q3 | $3.27M | Buy |
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|
2014
Q2 | $2.04M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.83M | Buy |
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|
2013
Q3 | $124K | Hold |
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|
2013
Q2 | $103K | Buy |
|