Value Partners Investments’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$506K Buy
1,751
+120
+7% +$34.3K 0.04% 97
2026
Q1
$414K Sell
1,631
-2,043
-56% -$532K 0.03% 101
2025
Q4
$1M Sell
3,674
-560
-13% -$150K 0.08% 81
2025
Q3
$1.08M Buy
4,234
+743
+21% +$168K 0.09% 75
2025
Q2
$715K Buy
3,491
+167
+5% +$33.7K 0.06% 86
2025
Q1
$739K Sell
3,324
-5,758
-63% -$1.33M 0.06% 78
2024
Q4
$2.77M Buy
9,082
+494
+6% +$116K 0.64% 48
2024
Q3
$2.36M Buy
8,588
+4,568
+114% +$1.02M 0.08% 61
2024
Q2
$846K Sell
4,020
-71
-2% -$13.2K 0.07% 64
2024
Q1
$701K Buy
4,091
+118
+3% +$21.5K 0.06% 63
2023
Q4
$766K Buy
3,973
+1,114
+39% +$206K 0.06% 58
2023
Q3
$492K Buy
2,859
+410
+17% +$75.2K 0.04% 58
2023
Q2
$475K Sell
2,449
-802
-25% -$140K 0.04% 56
2023
Q1
$535K Buy
3,251
+169
+5% +$24.9K 0.04% 54
2022
Q4
$400K Buy
3,082
+38
+1% +$5.43K 0.03% 56
2022
Q3
$420K Sell
3,044
-3,249
-52% -$510K 0.04% 55
2022
Q2
$859K Buy
6,293
+3,754
+148% +$569K 0.08% 38
2022
Q1
$444K Buy
2,539
+580
+30% +$97.5K 0.04% 55
2021
Q4
$347K Buy
1,959
+256
+15% +$40.5K 0.03% 66
2021
Q3
$240K Buy
1,703
+182
+12% +$26.8K 0.02% 73
2021
Q2
$208K Buy
+1,521
New +$197K 0.02% 70

Other funds holding AAPL