Alan B. Lancz & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.07M | Sell |
39,330
-992
| -2% | -$204K | 8.08% | 1 |
|
|
2025
Q1 | $8.96M | Sell |
40,322
-1,193
| -3% | -$265K | 9.54% | 1 |
|
|
2024
Q4 | $10.4M | Sell |
41,515
-3,209
| -7% | -$804K | 10.56% | 1 |
|
|
2024
Q3 | $10.4M | Sell |
44,724
-1,134
| -2% | -$264K | 9.56% | 1 |
|
|
2024
Q2 | $9.66M | Buy |
+45,858
| New | +$9.66M | 9.55% | 1 |
|
|
2023
Q4 | $9.22M | Sell |
47,889
-370
| -0.8% | -$71.2K | 9.69% | 1 |
|
|
2023
Q3 | $8.26M | Sell |
48,259
-585
| -1% | -$100K | 9.39% | 1 |
|
|
2023
Q2 | $9.47M | Sell |
48,844
-1,620
| -3% | -$314K | 10.13% | 1 |
|
|
2023
Q1 | $8.32M | Sell |
50,464
-685
| -1% | -$113K | 8.63% | 1 |
|
|
2022
Q4 | $6.89M | Sell |
51,149
-550
| -1% | -$74.1K | 6.96% | 1 |
|
|
2022
Q3 | $7.15M | Sell |
51,699
-100
| -0.2% | -$13.8K | 8.48% | 1 |
|
|
2022
Q2 | $8.42M | Sell |
51,799
-6,850
| -12% | -$1.11M | 8.33% | 1 |
|
|
2022
Q1 | $10.2M | Sell |
58,649
-525
| -0.9% | -$91.7K | 9.05% | 1 |
|
|
2021
Q4 | $10.5M | Buy |
+59,174
| New | +$10.5M | 9.18% | 1 |
|