Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.41M Sell
5,568
-24
-0.4% -$6.25K 0.43% 16
2025
Q4
$1.52M Sell
5,592
-200
-3% -$53.7K 0.5% 15
2025
Q3
$1.47M Buy
5,792
+6
+0.1% +$1.35K 0.49% 16
2025
Q2
$1.19M Buy
5,786
+15
+0.3% +$3.03K 0.43% 16
2025
Q1
$1.28M Buy
5,771
+4
+0.1% +$927 0.49% 14
2024
Q4
$1.44M Buy
5,767
+9
+0.2% +$2.12K 0.57% 14
2024
Q3
$1.34M Sell
5,758
-354
-6% -$79.1K 0.53% 14
2024
Q2
$1.29M Sell
6,112
-93
-1% -$17.3K 0.54% 14
2024
Q1
$1.06M Buy
6,205
+200
+3% +$36.4K 0.45% 14
2023
Q4
$1.16M Sell
6,005
-686
-10% -$127K 0.47% 14
2023
Q3
$1.15M Buy
6,691
+102
+2% +$18.7K 0.68% 14
2023
Q2
$1.28M Buy
6,589
+40
+0.6% +$6.97K 0.66% 16
2023
Q1
$1.08M Buy
6,549
+300
+5% +$44.3K 0.59% 16
2022
Q4
$812K Sell
6,249
-80
-1% -$11.4K 0.47% 20
2022
Q3
$875K Sell
6,329
-10
-0.2% -$1.57K 0.52% 15
2022
Q2
$867K Buy
6,339
+65
+1% +$9.84K 0.51% 17
2022
Q1
$1.1M Sell
6,274
-93
-1% -$15.6K 0.62% 14
2021
Q4
$1.13M Sell
6,367
-256
-4% -$40.5K 0.64% 12
2021
Q3
$937K Buy
6,623
+35
+0.5% +$5.15K 0.61% 14
2021
Q2
$902K Sell
6,588
-40
-0.6% -$5.18K 0.59% 14
2021
Q1
$810K Sell
6,628
-4
-0.1% -$513 0.6% 13
2020
Q4
$880K Hold
6,632
0.65% 12
2020
Q3
$768K Sell
6,632
-260
-4% -$28.4K 0.6% 12
2020
Q2
$663K Sell
6,892
-1,000
-13% -$77.5K 0.46% 15
2020
Q1
$502K Buy
7,892
+2,376
+43% +$175K 0.43% 16
2019
Q4
$405K Buy
+5,516
New +$355K 0.32% 19

Other funds holding AAPL