Alan N. Hoffman Investment 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 | $84M | Sell |
409,468
-4,626
| -1% | -$949K | 41.42% | 1 |
|
|
2025
Q1 | $92M | Sell |
414,094
-3,605
| -0.9% | -$801K | 47.45% | 1 |
|
|
2024
Q4 | $105M | Sell |
417,699
-3,362
| -0.8% | -$842K | 47.23% | 1 |
|
|
2024
Q3 | $98.1M | Sell |
421,061
-1,718
| -0.4% | -$400K | 47.24% | 1 |
|
|
2024
Q2 | $89M | Sell |
422,779
-6,683
| -2% | -$1.41M | 43.92% | 1 |
|
|
2024
Q1 | $73.6M | Sell |
429,462
-15,530
| -3% | -$2.66M | 41.32% | 1 |
|
|
2023
Q4 | $85.7M | Buy |
444,992
+330
| +0.1% | +$63.5K | 47.98% | 1 |
|
|
2023
Q3 | $76.1M | Sell |
444,662
-8,387
| -2% | -$1.44M | 49.07% | 1 |
|
|
2023
Q2 | $87.9M | Buy |
453,049
+1,687
| +0.4% | +$327K | 52.12% | 1 |
|
|
2023
Q1 | $74.4M | Sell |
451,362
-134,086
| -23% | -$22.1M | 52.72% | 1 |
|
|
2022
Q4 | $76.1M | Sell |
585,448
-7,597
| -1% | -$987K | 57.86% | 1 |
|
|
2022
Q3 | $82M | Buy |
593,045
+319
| +0.1% | +$44.1K | 55.67% | 1 |
|
|
2022
Q2 | $81M | Buy |
592,726
+2,377
| +0.4% | +$325K | 54.89% | 1 |
|
|
2022
Q1 | $103M | Buy |
590,349
+1,676
| +0.3% | +$293K | 53.25% | 1 |
|
|
2021
Q4 | $105M | Buy |
588,673
+2,582
| +0.4% | +$459K | 52.83% | 1 |
|
|
2021
Q3 | $82.9M | Sell |
586,091
-4,767
| -0.8% | -$675K | 48.6% | 1 |
|
|
2021
Q2 | $80.9M | Buy |
590,858
+562
| +0.1% | +$77K | 47.89% | 1 |
|
|
2021
Q1 | $72.1M | Sell |
590,296
-4,909
| -0.8% | -$600K | 48.25% | 1 |
|
|
2020
Q4 | $79M | Buy |
+595,205
| New | +$79M | 50.31% | 1 |
|