Alan N. Hoffman Investment Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$104M Sell
2025
Q2
$84M Sell
2025
Q1
$92M Sell
2024
Q4
$105M Sell
2024
Q3
$98.1M Sell
2024
Q2
$89M Sell
2024
Q1
$73.6M Sell
2023
Q4
$85.7M Buy
2023
Q3
$76.1M Sell
2023
Q2
$87.9M Buy
2023
Q1
$74.4M Sell
2022
Q4
$76.1M Sell
2022
Q3
$82M Buy
2022
Q2
$81M Buy
2022
Q1
$103M Buy
2021
Q4
$105M Buy
2021
Q3
$82.9M Sell
2021
Q2
$80.9M Buy
2021
Q1
$72.1M Sell
2020
Q4
$79M Buy