AP
Appleton Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.7M | Sell |
349,357
-5,027
| -1% | -$1.03M | 5.07% | 1 |
|
|
2025
Q1 | $78.7M | Sell |
354,384
-8,398
| -2% | -$1.87M | 6.08% | 1 |
|
|
2024
Q4 | $90.8M | Sell |
362,782
-19,085
| -5% | -$4.78M | 6.72% | 1 |
|
|
2024
Q3 | $89M | Sell |
381,867
-9,202
| -2% | -$2.14M | 6.55% | 1 |
|
|
2024
Q2 | $82.4M | Sell |
391,069
-10,131
| -3% | -$2.13M | 6.34% | 1 |
|
|
2024
Q1 | $68.8M | Sell |
401,200
-27,906
| -7% | -$4.79M | 5.34% | 1 |
|
|
2023
Q4 | $82.6M | Sell |
429,106
-16,370
| -4% | -$3.15M | 6.66% | 1 |
|
|
2023
Q3 | $76.3M | Sell |
445,476
-10,742
| -2% | -$1.84M | 6.78% | 1 |
|
|
2023
Q2 | $88.5M | Sell |
456,218
-3,407
| -0.7% | -$661K | 7.47% | 1 |
|
|
2023
Q1 | $75.8M | Sell |
459,625
-7,010
| -2% | -$1.16M | 6.74% | 1 |
|
|
2022
Q4 | $60.6M | Sell |
466,635
-2,364
| -0.5% | -$307K | 5.74% | 1 |
|
|
2022
Q3 | $64.8M | Sell |
468,999
-11,774
| -2% | -$1.63M | 6.48% | 1 |
|
|
2022
Q2 | $65.7M | Buy |
480,773
+872
| +0.2% | +$119K | 6.22% | 1 |
|
|
2022
Q1 | $83.8M | Sell |
479,901
-12,376
| -3% | -$2.16M | 6.85% | 1 |
|
|
2021
Q4 | $87.4M | Sell |
492,277
-4,209
| -0.8% | -$747K | 6.58% | 1 |
|
|
2021
Q3 | $70.3M | Sell |
496,486
-5,793
| -1% | -$820K | 5.85% | 1 |
|
|
2021
Q2 | $68.8M | Sell |
502,279
-11,621
| -2% | -$1.59M | 5.86% | 1 |
|
|
2021
Q1 | $62.8M | Sell |
513,900
-12,549
| -2% | -$1.53M | 5.84% | 1 |
|
|
2020
Q4 | $69.9M | Sell |
526,449
-8,056
| -2% | -$1.07M | 6.88% | 1 |
|
|
2020
Q3 | $61.9M | Buy |
534,505
+398,329
| +293% | +$46.1M | 6.84% | 1 |
|
|
2020
Q2 | $49.7M | Sell |
136,176
-10,610
| -7% | -$3.87M | 5.95% | 1 |
|
|
2020
Q1 | $37.3M | Sell |
146,786
-5,724
| -4% | -$1.46M | 5.17% | 1 |
|
|
2019
Q4 | $44.8M | Buy |
152,510
+5,869
| +4% | +$1.72M | 4.92% | 1 |
|
|
2019
Q3 | $32.8M | Sell |
146,641
-1,064
| -0.7% | -$238K | 3.96% | 2 |
|
|
2019
Q2 | $29.2M | Buy |
147,705
+1,833
| +1% | +$363K | 3.61% | 2 |
|
|
2019
Q1 | $27.7M | Buy |
145,872
+3,246
| +2% | +$617K | 3.67% | 2 |
|
|
2018
Q4 | $22.5M | Sell |
142,626
-1,086
| -0.8% | -$171K | 3.37% | 2 |
|
|
2018
Q3 | $32.4M | Sell |
143,712
-558
| -0.4% | -$126K | 4.32% | 1 |
|
|
2018
Q2 | $26.7M | Buy |
144,270
+1,475
| +1% | +$273K | 3.82% | 1 |
|
|
2018
Q1 | $24M | Sell |
142,795
-2,508
| -2% | -$421K | 3.64% | 2 |
|
|
2017
Q4 | $24.6M | Buy |
145,303
+407
| +0.3% | +$68.9K | 3.81% | 1 |
|
|
2017
Q3 | $22.3M | Sell |
144,896
-4,009
| -3% | -$618K | 3.76% | 2 |
|
|
2017
Q2 | $21.4M | Sell |
148,905
-4,619
| -3% | -$665K | 3.6% | 2 |
|
|
2017
Q1 | $22.1M | Sell |
153,524
-26,692
| -15% | -$3.83M | 4.06% | 1 |
|
|
2016
Q4 | $20.9M | Sell |
180,216
-10,892
| -6% | -$1.26M | 4.22% | 1 |
|
|
2016
Q3 | $21.6M | Sell |
191,108
-1,149
| -0.6% | -$130K | 4.07% | 1 |
|
|
2016
Q2 | $18.4M | Sell |
192,257
-11,162
| -5% | -$1.07M | 3.76% | 1 |
|
|
2016
Q1 | $22.2M | Sell |
203,419
-3,132
| -2% | -$341K | 4.38% | 1 |
|
|
2015
Q4 | $21.7M | Buy |
206,551
+14,185
| +7% | +$1.49M | 4.29% | 1 |
|
|
2015
Q3 | $21.2M | Buy |
192,366
+4,691
| +2% | +$517K | 4.82% | 1 |
|
|
2015
Q2 | $23.5M | Sell |
187,675
-2,416
| -1% | -$303K | 5.27% | 1 |
|
|
2015
Q1 | $23.7M | Sell |
190,091
-8,621
| -4% | -$1.07M | 5.33% | 1 |
|
|
2014
Q4 | $21.9M | Sell |
198,712
-2,193
| -1% | -$242K | 5.02% | 1 |
|
|
2014
Q3 | $20.2M | Sell |
200,905
-1,389
| -0.7% | -$140K | 4.73% | 1 |
|
|
2014
Q2 | $18.8M | Buy |
202,294
+172,742
| +585% | +$16.1M | 4.4% | 1 |
|
|
2014
Q1 | $15.9M | Buy |
29,552
+296
| +1% | +$159K | 3.75% | 1 |
|
|
2013
Q4 | $16.4M | Buy |
29,256
+112
| +0.4% | +$62.8K | 3.94% | 1 |
|
|
2013
Q3 | $13.9M | Sell |
29,144
-653
| -2% | -$311K | 3.72% | 1 |
|
|
2013
Q2 | $11.8M | Buy |
+29,797
| New | +$11.8M | 3.41% | 1 |
|