AFCM
Applied Finance Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.6M | Buy |
270,896
+3,729
| +1% | +$765K | 3.8% | 1 |
|
|
2025
Q1 | $59.3M | Sell |
267,167
-140,939
| -35% | -$31.3M | 4.37% | 1 |
|
|
2024
Q4 | $102M | Buy |
408,106
+5,407
| +1% | +$1.35M | 4.44% | 1 |
|
|
2024
Q3 | $93.8M | Sell |
402,699
-17,122
| -4% | -$3.99M | 4.01% | 1 |
|
|
2024
Q2 | $88.4M | Buy |
419,821
+218,699
| +109% | +$46.1M | 4.09% | 1 |
|
|
2024
Q1 | $34.5M | Buy |
201,122
+31,489
| +19% | +$5.4M | 2.42% | 10 |
|
|
2023
Q4 | $32.7M | Buy |
169,633
+17,467
| +11% | +$3.36M | 2.84% | 6 |
|
|
2023
Q3 | $26.1M | Sell |
152,166
-16,359
| -10% | -$2.8M | 2.83% | 7 |
|
|
2023
Q2 | $32.7M | Sell |
168,525
-17,435
| -9% | -$3.38M | 3.7% | 1 |
|
|
2023
Q1 | $30.7M | Buy |
185,960
+29,051
| +19% | +$4.79M | 3.81% | 1 |
|
|
2022
Q4 | $20.4M | Buy |
+156,909
| New | +$20.4M | 2.66% | 7 |
|