AMI 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 | $2.09M | Sell |
10,192
-564
| -5% | -$116K | 0.54% | 41 |
|
|
2025
Q1 | $2.39M | Sell |
10,756
-284
| -3% | -$63.1K | 0.77% | 36 |
|
|
2024
Q4 | $2.76M | Sell |
11,040
-53
| -0.5% | -$13.3K | 0.9% | 35 |
|
|
2024
Q3 | $2.58M | Sell |
11,093
-393
| -3% | -$91.6K | 0.87% | 34 |
|
|
2024
Q2 | $2.42M | Sell |
11,486
-124
| -1% | -$26.1K | 0.84% | 36 |
|
|
2024
Q1 | $1.99M | Sell |
11,610
-446
| -4% | -$76.5K | 0.72% | 40 |
|
|
2023
Q4 | $2.32M | Sell |
12,056
-372
| -3% | -$71.6K | 0.94% | 36 |
|
|
2023
Q3 | $2.13M | Sell |
12,428
-923
| -7% | -$158K | 0.96% | 38 |
|
|
2023
Q2 | $2.59M | Hold |
13,351
| – | – | 1.15% | 34 |
|
|
2023
Q1 | $2.2M | Buy |
13,351
+22
| +0.2% | +$3.63K | 1.03% | 34 |
|
|
2022
Q4 | $1.73M | Sell |
13,329
-380
| -3% | -$49.4K | 0.87% | 38 |
|
|
2022
Q3 | $1.9M | Sell |
13,709
-1,053
| -7% | -$146K | 1.07% | 37 |
|
|
2022
Q2 | $2.02M | Buy |
14,762
+1,275
| +9% | +$174K | 1.02% | 36 |
|
|
2022
Q1 | $2.36M | Buy |
13,487
+639
| +5% | +$112K | 1.03% | 35 |
|
|
2021
Q4 | $2.28M | Buy |
12,848
+53
| +0.4% | +$9.41K | 0.92% | 37 |
|
|
2021
Q3 | $1.81M | Sell |
12,795
-514
| -4% | -$72.8K | 0.76% | 40 |
|
|
2021
Q2 | $1.82M | Buy |
13,309
+248
| +2% | +$34K | 0.72% | 42 |
|
|
2021
Q1 | $1.6M | Sell |
13,061
-53
| -0.4% | -$6.47K | 0.67% | 44 |
|
|
2020
Q4 | $1.74M | Sell |
13,114
-2,247
| -15% | -$298K | 0.77% | 42 |
|
|
2020
Q3 | $1.78M | Buy |
15,361
+989
| +7% | +$115K | 0.9% | 40 |
|
|
2020
Q2 | $1.31M | Buy |
14,372
+20
| +0.1% | +$1.82K | 0.7% | 46 |
|
|
2020
Q1 | $912K | Sell |
14,352
-3,740
| -21% | -$238K | 0.54% | 50 |
|
|
2019
Q4 | $1.33M | Hold |
18,092
| – | – | 0.57% | 49 |
|
|
2019
Q3 | $1.01M | Buy |
18,092
+2,148
| +13% | +$120K | 0.47% | 49 |
|
|
2019
Q2 | $789K | Buy |
15,944
+348
| +2% | +$17.2K | 0.4% | 48 |
|
|
2019
Q1 | $741K | Sell |
15,596
-788
| -5% | -$37.4K | 0.39% | 50 |
|
|
2018
Q4 | $646K | Sell |
16,384
-964
| -6% | -$38K | 0.38% | 50 |
|
|
2018
Q3 | $979K | Sell |
17,348
-668
| -4% | -$37.7K | 0.51% | 48 |
|
|
2018
Q2 | $834K | Buy |
18,016
+12,688
| +238% | +$587K | 0.44% | 48 |
|
|
2018
Q1 | $223K | Hold |
5,328
| – | – | 0.14% | 49 |
|
|
2017
Q4 | $225K | Buy |
+5,328
| New | +$225K | 0.13% | 50 |
|