AIM
Aspen Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Buy |
16,106
+345
| +2% | +$70.8K | 1.39% | 15 |
|
|
2025
Q1 | $3.5M | Sell |
15,761
-1,282
| -8% | -$285K | 1.61% | 12 |
|
|
2024
Q4 | $4.27M | Sell |
17,043
-187
| -1% | -$46.8K | 1.98% | 9 |
|
|
2024
Q3 | $4.02M | Sell |
17,230
-65
| -0.4% | -$15.1K | 1.87% | 8 |
|
|
2024
Q2 | $3.64M | Sell |
17,295
-1,545
| -8% | -$325K | 1.82% | 10 |
|
|
2024
Q1 | $3.23M | Buy |
18,840
+835
| +5% | +$143K | 1.64% | 11 |
|
|
2023
Q4 | $3.47M | Buy |
18,005
+896
| +5% | +$173K | 1.94% | 9 |
|
|
2023
Q3 | $2.93M | Sell |
17,109
-227
| -1% | -$38.9K | 1.77% | 11 |
|
|
2023
Q2 | $3.36M | Sell |
17,336
-410
| -2% | -$79.5K | 2% | 11 |
|
|
2023
Q1 | $2.93M | Buy |
17,746
+1,765
| +11% | +$291K | 1.87% | 10 |
|
|
2022
Q4 | $2.08M | Sell |
15,981
-2,633
| -14% | -$342K | 1.36% | 19 |
|
|
2022
Q3 | $2.57M | Sell |
18,614
-346
| -2% | -$47.8K | 1.72% | 13 |
|
|
2022
Q2 | $2.59M | Sell |
18,960
-3,689
| -16% | -$504K | 1.62% | 14 |
|
|
2022
Q1 | $3.95M | Sell |
22,649
-2,250
| -9% | -$393K | 2.07% | 8 |
|
|
2021
Q4 | $4.42M | Sell |
24,899
-16
| -0.1% | -$2.84K | 2.18% | 8 |
|
|
2021
Q3 | $3.53M | Sell |
24,915
-494
| -2% | -$69.9K | 1.87% | 11 |
|
|
2021
Q2 | $3.48M | Buy |
25,409
+165
| +0.7% | +$22.6K | 1.82% | 10 |
|
|
2021
Q1 | $3.08M | Sell |
25,244
-752
| -3% | -$91.9K | 1.72% | 13 |
|
|
2020
Q4 | $3.45M | Buy |
25,996
+631
| +2% | +$83.7K | 2.04% | 8 |
|
|
2020
Q3 | $2.94M | Buy |
25,365
+17,612
| +227% | +$2.04M | 1.96% | 12 |
|
|
2020
Q2 | $2.83M | Buy |
7,753
+243
| +3% | +$88.6K | 2.03% | 12 |
|
|
2020
Q1 | $1.91M | Buy |
7,510
+810
| +12% | +$206K | 1.65% | 14 |
|
|
2019
Q4 | $1.97M | Hold |
6,700
| – | – | 1.23% | 22 |
|
|
2019
Q3 | $1.5M | Buy |
6,700
+35
| +0.5% | +$7.84K | 1% | 28 |
|
|
2019
Q2 | $1.32M | Sell |
6,665
-25
| -0.4% | -$4.95K | 0.87% | 35 |
|
|
2019
Q1 | $1.27M | Buy |
6,690
+1,280
| +24% | +$243K | 0.89% | 29 |
|
|
2018
Q4 | $853K | Buy |
5,410
+436
| +9% | +$68.7K | 0.68% | 48 |
|
|
2018
Q3 | $1.12M | Sell |
4,974
-120
| -2% | -$27.1K | 0.74% | 41 |
|
|
2018
Q2 | $943K | Buy |
5,094
+117
| +2% | +$21.7K | 0.65% | 47 |
|
|
2018
Q1 | $835K | Buy |
4,977
+175
| +4% | +$29.4K | 0.6% | 54 |
|
|
2017
Q4 | $813K | Buy |
4,802
+75
| +2% | +$12.7K | 0.58% | 52 |
|
|
2017
Q3 | $729K | Hold |
4,727
| – | – | 0.54% | 52 |
|
|
2017
Q2 | $681K | Hold |
4,727
| – | – | 0.51% | 53 |
|
|
2017
Q1 | $679K | Sell |
4,727
-61
| -1% | -$8.76K | 0.5% | 52 |
|
|
2016
Q4 | $555K | Sell |
4,788
-720
| -13% | -$83.5K | 0.42% | 60 |
|
|
2016
Q3 | $623K | Hold |
5,508
| – | – | 0.49% | 52 |
|
|
2016
Q2 | $527K | Sell |
5,508
-370
| -6% | -$35.4K | 0.43% | 58 |
|
|
2016
Q1 | $641K | Sell |
5,878
-250
| -4% | -$27.3K | 0.59% | 46 |
|
|
2015
Q4 | $645K | Hold |
6,128
| – | – | 0.64% | 47 |
|
|
2015
Q3 | $676K | Sell |
6,128
-483
| -7% | -$53.3K | 0.66% | 45 |
|
|
2015
Q2 | $829K | Buy |
6,611
+246
| +4% | +$30.8K | 0.7% | 42 |
|
|
2015
Q1 | $792K | Buy |
6,365
+375
| +6% | +$46.7K | 0.63% | 44 |
|
|
2014
Q4 | $661K | Sell |
5,990
-200
| -3% | -$22.1K | 0.56% | 51 |
|
|
2014
Q3 | $624K | Sell |
6,190
-6,050
| -49% | -$610K | 0.52% | 49 |
|
|
2014
Q2 | $1.14M | Buy |
12,240
+10,428
| +575% | +$969K | 0.69% | 44 |
|
|
2014
Q1 | $973K | Hold |
1,812
| – | – | 0.62% | 51 |
|
|
2013
Q4 | $1.02M | Buy |
1,812
+1
| +0.1% | +$561 | 0.68% | 47 |
|
|
2013
Q3 | $863K | Hold |
1,811
| – | – | 0.61% | 53 |
|
|
2013
Q2 | $718K | Buy |
+1,811
| New | +$718K | 0.49% | 67 |
|