Abbot Financial Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
56,943
+1,806
| +3% | +$371K | 5.39% | 3 |
|
|
2025
Q1 | $12.2M | Sell |
55,137
-897
| -2% | -$199K | 6.35% | 2 |
|
|
2024
Q4 | $14M | Sell |
56,034
-294
| -0.5% | -$73.6K | 6.99% | 2 |
|
|
2024
Q3 | $13.1M | Sell |
56,328
-183
| -0.3% | -$42.6K | 6.61% | 2 |
|
|
2024
Q2 | $11.9M | Sell |
56,511
-897
| -2% | -$189K | 6.38% | 2 |
|
|
2024
Q1 | $9.84M | Buy |
57,408
+443
| +0.8% | +$76K | 5.43% | 2 |
|
|
2023
Q4 | $11M | Sell |
56,965
-1,179
| -2% | -$227K | 6.6% | 2 |
|
|
2023
Q3 | $9.95M | Sell |
58,144
-928
| -2% | -$159K | 6.69% | 2 |
|
|
2023
Q2 | $11.5M | Buy |
59,072
+342
| +0.6% | +$66.3K | 7.35% | 2 |
|
|
2023
Q1 | $9.68M | Buy |
58,730
+237
| +0.4% | +$39.1K | 6.5% | 2 |
|
|
2022
Q4 | $7.6M | Sell |
58,493
-3,729
| -6% | -$485K | 5.2% | 2 |
|
|
2022
Q3 | $8.6M | Sell |
62,222
-4,135
| -6% | -$571K | 6.12% | 2 |
|
|
2022
Q2 | $9.07M | Sell |
66,357
-52
| -0.1% | -$7.11K | 5.48% | 2 |
|
|
2022
Q1 | $11.6M | Sell |
66,409
-2,170
| -3% | -$379K | 5.66% | 2 |
|
|
2021
Q4 | $12.2M | Sell |
68,579
-1,250
| -2% | -$222K | 5.44% | 3 |
|
|
2021
Q3 | $9.88M | Buy |
69,829
+50
| +0.1% | +$7.08K | 4.49% | 3 |
|
|
2021
Q2 | $9.56M | Sell |
69,779
-99
| -0.1% | -$13.6K | 4.18% | 3 |
|
|
2021
Q1 | $8.54M | Buy |
69,878
+216
| +0.3% | +$26.4K | 3.87% | 3 |
|
|
2020
Q4 | $9.24M | Sell |
69,662
-1,937
| -3% | -$257K | 5.32% | 2 |
|
|
2020
Q3 | $8.29M | Sell |
71,599
-2,453
| -3% | -$284K | 5.38% | 2 |
|
|
2020
Q2 | $6.75M | Sell |
74,052
-696
| -0.9% | -$63.5K | 4.65% | 2 |
|
|
2020
Q1 | $4.75M | Sell |
74,748
-1,772
| -2% | -$113K | 3.87% | 2 |
|
|
2019
Q4 | $5.62M | Sell |
76,520
-500
| -0.6% | -$36.7K | 3.56% | 3 |
|
|
2019
Q3 | $4.31M | Sell |
77,020
-1,556
| -2% | -$87.1K | 3.08% | 3 |
|
|
2019
Q2 | $3.89M | Buy |
78,576
+1,824
| +2% | +$90.3K | 2.82% | 4 |
|
|
2019
Q1 | $3.65M | Sell |
76,752
-2,628
| -3% | -$125K | 2.83% | 6 |
|
|
2018
Q4 | $3.13M | Buy |
79,380
+4
| +0% | +$158 | 2.76% | 6 |
|
|
2018
Q3 | $4.48M | Sell |
79,376
-200
| -0.3% | -$11.3K | 3.33% | 3 |
|
|
2018
Q2 | $3.68M | Sell |
79,576
-2,996
| -4% | -$139K | 2.93% | 4 |
|
|
2018
Q1 | $3.46M | Sell |
82,572
-228
| -0.3% | -$9.57K | 2.78% | 6 |
|
|
2017
Q4 | $3.5M | Buy |
82,800
+28
| +0% | +$1.19K | 2.79% | 5 |
|
|
2017
Q3 | $3.25M | Buy |
82,772
+2,764
| +3% | +$109K | 2.71% | 6 |
|
|
2017
Q2 | $2.88M | Buy |
+80,008
| New | +$2.88M | 2.58% | 5 |
|