AIM
Allen Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.5M | Sell |
299,907
-7,073
| -2% | -$1.45M | 0.67% | 33 |
|
|
2025
Q1 | $68.2M | Buy |
306,980
+31,357
| +11% | +$6.97M | 0.8% | 22 |
|
|
2024
Q4 | $69M | Sell |
275,623
-14,132
| -5% | -$3.54M | 0.8% | 21 |
|
|
2024
Q3 | $67.5M | Hold |
289,755
| – | – | 0.8% | 21 |
|
|
2024
Q2 | $61M | Sell |
289,755
-6,155
| -2% | -$1.3M | 0.74% | 24 |
|
|
2024
Q1 | $50.7M | Sell |
295,910
-18,403
| -6% | -$3.16M | 0.64% | 26 |
|
|
2023
Q4 | $60.5M | Sell |
314,313
-13,387
| -4% | -$2.58M | 0.81% | 22 |
|
|
2023
Q3 | $56.1M | Buy |
327,700
+292
| +0.1% | +$50K | 0.82% | 22 |
|
|
2023
Q2 | $63.5M | Hold |
327,408
| – | – | 0.93% | 23 |
|
|
2023
Q1 | $54M | Buy |
327,408
+2,516
| +0.8% | +$415K | 0.91% | 24 |
|
|
2022
Q4 | $42.2M | Buy |
324,892
+140
| +0% | +$18.2K | 0.68% | 27 |
|
|
2022
Q3 | $44.9M | Sell |
324,752
-11,535
| -3% | -$1.59M | 0.78% | 24 |
|
|
2022
Q2 | $46M | Buy |
336,287
+36
| +0% | +$4.92K | 0.74% | 26 |
|
|
2022
Q1 | $58.7M | Hold |
336,251
| – | – | 0.79% | 27 |
|
|
2021
Q4 | $59.7M | Buy |
336,251
+160,748
| +92% | +$28.5M | 0.75% | 28 |
|
|
2021
Q3 | $24.8M | Buy |
175,503
+4,604
| +3% | +$651K | 0.34% | 39 |
|
|
2021
Q2 | $23.4M | Sell |
170,899
-740
| -0.4% | -$101K | 0.32% | 38 |
|
|
2021
Q1 | $21M | Hold |
171,639
| – | – | 0.32% | 38 |
|
|
2020
Q4 | $22.8M | Buy |
171,639
+556
| +0.3% | +$73.8K | 0.39% | 35 |
|
|
2020
Q3 | $19.8M | Buy |
171,083
+132,299
| +341% | +$15.3M | 0.37% | 36 |
|
|
2020
Q2 | $14.1M | Buy |
38,784
+1,735
| +5% | +$633K | 0.3% | 40 |
|
|
2020
Q1 | $9.42M | Buy |
37,049
+4,657
| +14% | +$1.18M | 0.28% | 40 |
|
|
2019
Q4 | $9.51M | Hold |
32,392
| – | – | 0.23% | 50 |
|
|
2019
Q3 | $7.26M | Buy |
32,392
+6,855
| +27% | +$1.54M | 0.19% | 50 |
|
|
2019
Q2 | $5.05M | Buy |
25,537
+5,781
| +29% | +$1.14M | 0.14% | 66 |
|
|
2019
Q1 | $3.75M | Sell |
19,756
-555
| -3% | -$105K | 0.12% | 69 |
|
|
2018
Q4 | $3.2M | Sell |
20,311
-145
| -0.7% | -$22.9K | 0.13% | 64 |
|
|
2018
Q3 | $4.62M | Buy |
20,456
+863
| +4% | +$195K | 0.16% | 58 |
|
|
2018
Q2 | $3.63M | Hold |
19,593
| – | – | 0.14% | 62 |
|
|
2018
Q1 | $3.29M | Buy |
19,593
+2,383
| +14% | +$400K | 0.14% | 61 |
|
|
2017
Q4 | $2.91M | Sell |
17,210
-1,436
| -8% | -$243K | 0.13% | 58 |
|
|
2017
Q3 | $2.87M | Buy |
18,646
+976
| +6% | +$150K | 0.13% | 64 |
|
|
2017
Q2 | $2.55M | Sell |
17,670
-717
| -4% | -$103K | 0.12% | 68 |
|
|
2017
Q1 | $2.64M | Sell |
18,387
-3,071
| -14% | -$441K | 0.14% | 67 |
|
|
2016
Q4 | $2.49M | Sell |
21,458
-529
| -2% | -$61.3K | 0.15% | 63 |
|
|
2016
Q3 | $2.49M | Sell |
21,987
-3,690
| -14% | -$417K | 0.16% | 59 |
|
|
2016
Q2 | $2.46M | Sell |
25,677
-8,968
| -26% | -$857K | 0.17% | 58 |
|
|
2016
Q1 | $3.78M | Buy |
34,645
+485
| +1% | +$52.9K | 0.3% | 43 |
|
|
2015
Q4 | $3.6M | Buy |
34,160
+8,454
| +33% | +$890K | 0.3% | 49 |
|
|
2015
Q3 | $2.84M | Sell |
25,706
-25,819
| -50% | -$2.85M | 0.27% | 56 |
|
|
2015
Q2 | $6.46M | Buy |
51,525
+5,515
| +12% | +$692K | 0.61% | 31 |
|
|
2015
Q1 | $5.73M | Buy |
46,010
+497
| +1% | +$61.8K | 0.42% | 49 |
|
|
2014
Q4 | $5.02M | Buy |
45,513
+32,834
| +259% | +$3.62M | 0.38% | 51 |
|
|
2014
Q3 | $1.28M | Buy |
+12,679
| New | +$1.28M | 0.11% | 82 |
|