ZF
Zhang Financial’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.5M | Buy |
202,137
+2,415
| +1% | +$495K | 1.91% | 13 |
|
|
2025
Q1 | $44.4M | Buy |
199,722
+3,715
| +2% | +$825K | 2.35% | 11 |
|
|
2024
Q4 | $49.1M | Sell |
196,007
-3,658
| -2% | -$916K | 2.81% | 8 |
|
|
2024
Q3 | $46.5M | Buy |
199,665
+1,701
| +0.9% | +$396K | 2.94% | 10 |
|
|
2024
Q2 | $41.7M | Sell |
197,964
-779
| -0.4% | -$164K | 2.92% | 10 |
|
|
2024
Q1 | $34.1M | Buy |
198,743
+14,272
| +8% | +$2.45M | 2.52% | 10 |
|
|
2023
Q4 | $35.5M | Buy |
184,471
+6,014
| +3% | +$1.16M | 3.05% | 10 |
|
|
2023
Q3 | $30.8M | Sell |
178,457
-272
| -0.2% | -$46.9K | 3.12% | 10 |
|
|
2023
Q2 | $34.5M | Sell |
178,729
-1,102
| -0.6% | -$213K | 3.54% | 8 |
|
|
2023
Q1 | $29.7M | Buy |
179,831
+2,817
| +2% | +$465K | 3.39% | 8 |
|
|
2022
Q4 | $23M | Sell |
177,014
-17,522
| -9% | -$2.28M | 2.93% | 8 |
|
|
2022
Q3 | $26.9M | Buy |
194,536
+4,213
| +2% | +$582K | 4.05% | 6 |
|
|
2022
Q2 | $26M | Buy |
190,323
+5,291
| +3% | +$723K | 4.18% | 6 |
|
|
2022
Q1 | $32.3M | Buy |
185,032
+17,764
| +11% | +$3.1M | 5.45% | 4 |
|
|
2021
Q4 | $29.7M | Buy |
167,268
+88,732
| +113% | +$15.8M | 5.26% | 4 |
|
|
2021
Q3 | $11.1M | Buy |
78,536
+15,399
| +24% | +$2.18M | 2.57% | 10 |
|
|
2021
Q2 | $8.65M | Buy |
63,137
+1,012
| +2% | +$139K | 2.12% | 10 |
|
|
2021
Q1 | $7.65M | Buy |
62,125
+4,047
| +7% | +$498K | 2.05% | 10 |
|
|
2020
Q4 | $7.69M | Buy |
58,078
+657
| +1% | +$86.9K | 2.37% | 10 |
|
|
2020
Q3 | $6.65M | Buy |
57,421
+43,028
| +299% | +$4.99M | 2.4% | 10 |
|
|
2020
Q2 | $5.28M | Buy |
14,393
+183
| +1% | +$67.1K | 2.03% | 10 |
|
|
2020
Q1 | $3.66M | Sell |
14,210
-2,224
| -14% | -$573K | 1.62% | 13 |
|
|
2019
Q4 | $4.85M | Buy |
16,434
+1,944
| +13% | +$574K | 1.85% | 12 |
|
|
2019
Q3 | $3.27M | Sell |
14,490
-321
| -2% | -$72.4K | 1.38% | 14 |
|
|
2019
Q2 | $2.93M | Buy |
14,811
+1,175
| +9% | +$233K | 1.23% | 15 |
|
|
2019
Q1 | $2.59M | Buy |
13,636
+410
| +3% | +$77.9K | 1.12% | 17 |
|
|
2018
Q4 | $2.09M | Sell |
13,226
-2,348
| -15% | -$370K | 1.01% | 19 |
|
|
2018
Q3 | $3.54M | Buy |
15,574
+7,494
| +93% | +$1.7M | 1.69% | 13 |
|
|
2018
Q2 | $1.51M | Buy |
8,080
+251
| +3% | +$46.9K | 0.77% | 20 |
|
|
2018
Q1 | $1.31M | Sell |
7,829
-436
| -5% | -$72.8K | 0.68% | 21 |
|
|
2017
Q4 | $1.43M | Buy |
8,265
+1,080
| +15% | +$187K | 0.7% | 23 |
|
|
2017
Q3 | $1.12M | Buy |
7,185
+366
| +5% | +$57.1K | 0.57% | 27 |
|
|
2017
Q2 | $989K | Buy |
6,819
+334
| +5% | +$48.4K | 0.53% | 29 |
|
|
2017
Q1 | $1.13M | Sell |
6,485
-351
| -5% | -$61.2K | 0.56% | 27 |
|
|
2016
Q4 | $820K | Buy |
6,836
+12
| +0.2% | +$1.44K | 0.44% | 34 |
|
|
2016
Q3 | $771K | Sell |
6,824
-360
| -5% | -$40.7K | 0.42% | 35 |
|
|
2016
Q2 | $687K | Hold |
7,184
| – | – | 0.38% | 35 |
|
|
2016
Q1 | $783K | Buy |
7,184
+1,189
| +20% | +$130K | 0.44% | 33 |
|
|
2015
Q4 | $631K | Sell |
5,995
-345
| -5% | -$36.3K | 0.38% | 38 |
|
|
2015
Q3 | $699K | Sell |
6,340
-522
| -8% | -$57.6K | 0.45% | 33 |
|
|
2015
Q2 | $861K | Buy |
6,862
+27
| +0.4% | +$3.39K | 0.55% | 28 |
|
|
2015
Q1 | $850K | Buy |
6,835
+43
| +0.6% | +$5.35K | 0.53% | 31 |
|
|
2014
Q4 | $750K | Buy |
6,792
+266
| +4% | +$29.4K | 0.49% | 32 |
|
|
2014
Q3 | $658K | Buy |
6,526
+1,034
| +19% | +$104K | 0.45% | 35 |
|
|
2014
Q2 | $510K | Buy |
5,492
+4,923
| +865% | +$457K | 0.34% | 37 |
|
|
2014
Q1 | $305K | Buy |
569
+11
| +2% | +$5.9K | 0.22% | 42 |
|
|
2013
Q4 | $313K | Hold |
558
| – | – | 0.24% | 42 |
|
|
2013
Q3 | $266K | Buy |
558
+25
| +5% | +$11.9K | 0.21% | 45 |
|
|
2013
Q2 | $211K | Buy |
+533
| New | +$211K | 0.18% | 48 |
|