YIA
YHB Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.5M | Sell |
343,421
-5,324
| -2% | -$1.09M | 5.44% | 2 |
|
|
2025
Q1 | $77.5M | Sell |
348,745
-4,733
| -1% | -$1.05M | 6.47% | 1 |
|
|
2024
Q4 | $88.5M | Sell |
353,478
-3,616
| -1% | -$906K | 7.27% | 1 |
|
|
2024
Q3 | $83.2M | Sell |
357,094
-4,294
| -1% | -$1M | 6.89% | 1 |
|
|
2024
Q2 | $76.1M | Sell |
361,388
-6,253
| -2% | -$1.32M | 6.55% | 1 |
|
|
2024
Q1 | $63M | Sell |
367,641
-4,250
| -1% | -$729K | 5.59% | 2 |
|
|
2023
Q4 | $71.6M | Sell |
371,891
-24,473
| -6% | -$4.71M | 6.93% | 1 |
|
|
2023
Q3 | $67.9M | Sell |
396,364
-2,366
| -0.6% | -$405K | 6.26% | 1 |
|
|
2023
Q2 | $77.3M | Sell |
398,730
-6,603
| -2% | -$1.28M | 7.21% | 1 |
|
|
2023
Q1 | $66.8M | Sell |
405,333
-3,046
| -0.7% | -$502K | 6.7% | 1 |
|
|
2022
Q4 | $53.1M | Sell |
408,379
-5,872
| -1% | -$763K | 5.66% | 1 |
|
|
2022
Q3 | $57.2M | Sell |
414,251
-2,835
| -0.7% | -$392K | 6.37% | 1 |
|
|
2022
Q2 | $57M | Sell |
417,086
-3,702
| -0.9% | -$506K | 6.01% | 1 |
|
|
2022
Q1 | $73.5M | Sell |
420,788
-13,206
| -3% | -$2.31M | 6.49% | 1 |
|
|
2021
Q4 | $77.1M | Sell |
433,994
-5,892
| -1% | -$1.05M | 6.11% | 1 |
|
|
2021
Q3 | $62.2M | Sell |
439,886
-7,134
| -2% | -$1.01M | 5.37% | 1 |
|
|
2021
Q2 | $61.2M | Sell |
447,020
-4,284
| -0.9% | -$587K | 5.22% | 1 |
|
|
2021
Q1 | $60.5M | Sell |
451,304
-3,127
| -0.7% | -$420K | 5.24% | 1 |
|
|
2020
Q4 | $60.3M | Buy |
454,431
+18,665
| +4% | +$2.48M | 5.74% | 1 |
|
|
2020
Q3 | $50.5M | Buy |
435,766
+314,578
| +260% | +$36.4M | 5.48% | 1 |
|
|
2020
Q2 | $44.2M | Sell |
121,188
-743
| -0.6% | -$271K | 6.38% | 1 |
|
|
2020
Q1 | $31M | Sell |
121,931
-1,471
| -1% | -$374K | 5.35% | 1 |
|
|
2019
Q4 | $36.2M | Sell |
123,402
-4,899
| -4% | -$1.44M | 5.17% | 1 |
|
|
2019
Q3 | $28.7M | Buy |
128,301
+3,566
| +3% | +$799K | 4.38% | 1 |
|
|
2019
Q2 | $24.7M | Sell |
124,735
-4,207
| -3% | -$833K | 3.92% | 2 |
|
|
2019
Q1 | $24.5M | Sell |
128,942
-64
| -0% | -$12.2K | 3.84% | 1 |
|
|
2018
Q4 | $20.3M | Buy |
129,006
+7,715
| +6% | +$1.22M | 3.64% | 2 |
|
|
2018
Q3 | $27.4M | Sell |
121,291
-1,366
| -1% | -$308K | 4.13% | 2 |
|
|
2018
Q2 | $22.7M | Sell |
122,657
-785
| -0.6% | -$145K | 3.71% | 2 |
|
|
2018
Q1 | $20.7M | Buy |
123,442
+718
| +0.6% | +$120K | 3.51% | 3 |
|
|
2017
Q4 | $20.8M | Sell |
122,724
-2,203
| -2% | -$373K | 3.54% | 3 |
|
|
2017
Q3 | $19.3M | Sell |
124,927
-11,262
| -8% | -$1.74M | 3.44% | 2 |
|
|
2017
Q2 | $19.6M | Buy |
136,189
+9,663
| +8% | +$1.39M | 3.37% | 3 |
|
|
2017
Q1 | $18.2M | Buy |
126,526
+2,031
| +2% | +$292K | 3.49% | 1 |
|
|
2016
Q4 | $14.4M | Buy |
124,495
+2,059
| +2% | +$238K | 3% | 3 |
|
|
2016
Q3 | $13.8M | Sell |
122,436
-2,398
| -2% | -$271K | 3.34% | 1 |
|
|
2016
Q2 | $11.9M | Sell |
124,834
-2,141
| -2% | -$205K | 2.62% | 6 |
|
|
2016
Q1 | $13.8M | Sell |
126,975
-1,631
| -1% | -$178K | 3.74% | 1 |
|
|
2015
Q4 | $13.5M | Buy |
128,606
+4,373
| +4% | +$460K | 3.07% | 3 |
|
|
2015
Q3 | $13.7M | Sell |
124,233
-340
| -0.3% | -$37.5K | 3.24% | 2 |
|
|
2015
Q2 | $15.6M | Buy |
124,573
+2,462
| +2% | +$309K | 3.41% | 1 |
|
|
2015
Q1 | $15.2M | Buy |
122,111
+388
| +0.3% | +$48.3K | 3.41% | 1 |
|
|
2014
Q4 | $13.4M | Buy |
121,723
+659
| +0.5% | +$72.7K | 3.08% | 1 |
|
|
2014
Q3 | $12.2M | Buy |
121,064
+732
| +0.6% | +$73.7K | 2.93% | 4 |
|
|
2014
Q2 | $11.2M | Buy |
120,332
+103,153
| +600% | +$9.59M | 2.7% | 4 |
|
|
2014
Q1 | $9.22M | Sell |
17,179
-295
| -2% | -$158K | 2.34% | 8 |
|
|
2013
Q4 | $9.8M | Sell |
17,474
-15
| -0.1% | -$8.42K | 2.63% | 3 |
|
|
2013
Q3 | $8.34M | Sell |
17,489
-246
| -1% | -$117K | 2.47% | 5 |
|
|
2013
Q2 | $7.03M | Buy |
+17,735
| New | +$7.03M | 2.19% | 7 |
|