Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.3M Buy
48,325
+2,069
+4% +$538K 4.08% 2
2025
Q4
$12.6M Sell
46,256
-831
-2% -$223K 4.26% 2
2025
Q3
$12M Buy
47,087
+1,355
+3% +$306K 4.17% 2
2025
Q2
$9.38M Buy
45,732
+4,901
+12% +$990K 3.59% 4
2025
Q1
$9.07M Sell
40,831
-3,429
-8% -$794K 3.75% 2
2024
Q4
$11.1M Buy
44,260
+596
+1% +$140K 4.68% 2
2024
Q3
$10.2M Sell
43,664
-374
-0.8% -$83.5K 4.69% 2
2024
Q2
$9.28M Sell
44,038
-272
-0.6% -$50.7K 4.63% 3
2024
Q1
$7.6M Buy
44,310
+916
+2% +$167K 3.86% 3
2023
Q4
$8.35M Sell
43,394
-198
-0.5% -$36.6K 4.61% 3
2023
Q3
$7.46M Sell
43,592
-116
-0.3% -$21.3K 4.46% 3
2023
Q2
$8.48M Sell
43,708
-2,122
-5% -$370K 4.83% 3
2023
Q1
$7.56M Sell
45,830
-1,757
-4% -$259K 4.43% 3
2022
Q4
$6.18M Buy
47,587
+734
+2% +$105K 3.79% 3
2022
Q3
$6.47M Buy
46,853
+338
+0.7% +$53K 4.31% 3
2022
Q2
$6.36M Buy
46,515
+3,019
+7% +$457K 3.95% 3
2022
Q1
$7.59M Sell
43,496
-212
-0.5% -$35.7K 4.03% 4
2021
Q4
$7.76M Sell
43,708
-240
-0.5% -$37.9K 4.16% 3
2021
Q3
$6.22M Buy
43,948
+747
+2% +$110K 3.94% 3
2021
Q2
$5.92M Sell
43,201
-1,742
-4% -$226K 3.99% 2
2021
Q1
$5.49M Buy
44,943
+485
+1% +$62.3K 3.85% 3
2020
Q4
$5.9M Buy
44,458
+788
+2% +$94.8K 4.22% 2
2020
Q3
$5.06M Buy
43,670
+838
+2% +$91.4K 4.22% 2
2020
Q2
$3.91M Sell
42,832
-4,280
-9% -$332K 3.68% 3
2020
Q1
$3M Sell
47,112
-11,440
-20% -$841K 3.09% 3
2019
Q4
$4.3M Buy
58,552
+956
+2% +$61.5K 2.91% 4
2019
Q3
$3.23M Buy
57,596
+772
+1% +$40.4K 2.39% 8
2019
Q2
$2.81M Sell
56,824
-5,660
-9% -$276K 2.2% 10
2019
Q1
$2.97M Buy
62,484
+3,908
+7% +$166K 2.36% 7
2018
Q4
$2.31M Sell
58,576
-1,860
-3% -$90.2K 2.13% 11
2018
Q3
$3.41M Sell
60,436
-1,136
-2% -$59.2K 2.7% 5
2018
Q2
$2.85M Buy
61,572
+376
+0.6% +$17.1K 2.45% 9
2018
Q1
$2.57M Sell
61,196
-2,452
-4% -$106K 2.33% 9
2017
Q4
$2.69M Sell
63,648
-2,648
-4% -$111K 2.3% 10
2017
Q3
$2.55M Sell
66,296
-2,972
-4% -$115K 2.39% 10
2017
Q2
$2.49M Sell
69,268
-2,560
-4% -$94.6K 2.31% 11
2017
Q1
$2.58M Sell
71,828
-4,564
-6% -$150K 2.45% 10
2016
Q4
$2.21M Buy
+76,392
New +$2.17M 2.26% 11

Other funds holding AAPL