AIM
Anchor Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28M | Buy |
136,659
+1,011
| +0.7% | +$207K | 2.46% | 3 |
|
|
2025
Q1 | $30.1M | Buy |
135,648
+5,839
| +4% | +$1.3M | 2.81% | 3 |
|
|
2024
Q4 | $32.5M | Buy |
129,809
+4,086
| +3% | +$1.02M | 3.03% | 3 |
|
|
2024
Q3 | $29.3M | Buy |
125,723
+184
| +0.1% | +$42.9K | 2.76% | 2 |
|
|
2024
Q2 | $26.4M | Buy |
125,539
+3,184
| +3% | +$671K | 2.72% | 3 |
|
|
2024
Q1 | $21M | Buy |
122,355
+2,284
| +2% | +$392K | 2.2% | 3 |
|
|
2023
Q4 | $23.1M | Buy |
120,071
+6,255
| +5% | +$1.2M | 2.65% | 3 |
|
|
2023
Q3 | $19.5M | Buy |
113,816
+3,449
| +3% | +$591K | 2.54% | 3 |
|
|
2023
Q2 | $21.4M | Buy |
110,367
+5,759
| +6% | +$1.12M | 2.73% | 3 |
|
|
2023
Q1 | $17.2M | Buy |
104,608
+1,111
| +1% | +$183K | 2.35% | 3 |
|
|
2022
Q4 | $13.4M | Buy |
103,497
+2,291
| +2% | +$298K | 1.93% | 3 |
|
|
2022
Q3 | $14M | Sell |
101,206
-8,663
| -8% | -$1.2M | 2.17% | 3 |
|
|
2022
Q2 | $15M | Sell |
109,869
-941
| -0.8% | -$129K | 2.18% | 3 |
|
|
2022
Q1 | $19.3M | Buy |
110,810
+2,048
| +2% | +$358K | 2.44% | 3 |
|
|
2021
Q4 | $19.3M | Buy |
108,762
+1,033
| +1% | +$183K | 2.4% | 3 |
|
|
2021
Q3 | $15.2M | Sell |
107,729
-776
| -0.7% | -$110K | 2.12% | 3 |
|
|
2021
Q2 | $14.9M | Buy |
108,505
+2,054
| +2% | +$281K | 2.06% | 5 |
|
|
2021
Q1 | $13M | Buy |
106,451
+10,464
| +11% | +$1.28M | 1.98% | 4 |
|
|
2020
Q4 | $12.7M | Sell |
95,987
-11,252
| -10% | -$1.49M | 2.29% | 4 |
|
|
2020
Q3 | $12.4M | Buy |
107,239
+80,139
| +296% | +$9.28M | 2.52% | 4 |
|
|
2020
Q2 | $9.89M | Sell |
27,100
-230
| -0.8% | -$83.9K | 2.21% | 4 |
|
|
2020
Q1 | $6.95M | Buy |
27,330
+4,943
| +22% | +$1.26M | 1.79% | 4 |
|
|
2019
Q4 | $6.57M | Sell |
22,387
-343
| -2% | -$101K | 1.4% | 6 |
|
|
2019
Q3 | $5.09M | Sell |
22,730
-45
| -0.2% | -$10.1K | 1.17% | 11 |
|
|
2019
Q2 | $4.51M | Buy |
22,775
+1,243
| +6% | +$246K | 1.07% | 14 |
|
|
2019
Q1 | $4.09M | Sell |
21,532
-1,207
| -5% | -$229K | 1.02% | 18 |
|
|
2018
Q4 | $3.59M | Sell |
22,739
-13,038
| -36% | -$2.06M | 1.02% | 18 |
|
|
2018
Q3 | $8.08M | Buy |
35,777
+6,600
| +23% | +$1.49M | 1.85% | 6 |
|
|
2018
Q2 | $5.4M | Buy |
29,177
+732
| +3% | +$136K | 1.33% | 8 |
|
|
2018
Q1 | $4.77M | Buy |
28,445
+1,229
| +5% | +$206K | 1.25% | 8 |
|
|
2017
Q4 | $4.61M | Buy |
27,216
+3,451
| +15% | +$584K | 1.22% | 10 |
|
|
2017
Q3 | $3.66M | Buy |
23,765
+287
| +1% | +$44.2K | 1.07% | 16 |
|
|
2017
Q2 | $3.38M | Sell |
23,478
-25
| -0.1% | -$3.6K | 1.12% | 15 |
|
|
2017
Q1 | $3.38M | Buy |
23,503
+385
| +2% | +$55.3K | 1.16% | 14 |
|
|
2016
Q4 | $2.68M | Buy |
23,118
+86
| +0.4% | +$9.96K | 1% | 22 |
|
|
2016
Q3 | $2.6M | Sell |
23,032
-44
| -0.2% | -$4.97K | 1.01% | 22 |
|
|
2016
Q2 | $2.21M | Sell |
23,076
-74
| -0.3% | -$7.07K | 0.87% | 26 |
|
|
2016
Q1 | $2.52M | Buy |
+23,150
| New | +$2.52M | 1.03% | 19 |
|