AL
Aspiriant LLC’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.6M | Sell |
300,315
-44,178
| -13% | -$9.06M | 1.96% | 10 |
|
|
2025
Q1 | $76.5M | Buy |
344,493
+44,351
| +15% | +$9.85M | 2.66% | 8 |
|
|
2024
Q4 | $75.2M | Sell |
300,142
-4,409
| -1% | -$1.1M | 2.71% | 8 |
|
|
2024
Q3 | $71M | Sell |
304,551
-1,730
| -0.6% | -$403K | 2.69% | 8 |
|
|
2024
Q2 | $64.5M | Sell |
306,281
-14,333
| -4% | -$3.02M | 2.63% | 8 |
|
|
2024
Q1 | $55M | Sell |
320,614
-712
| -0.2% | -$122K | 2.28% | 9 |
|
|
2023
Q4 | $61.9M | Sell |
321,326
-251
| -0.1% | -$48.3K | 2.79% | 9 |
|
|
2023
Q3 | $55.1M | Buy |
321,577
+45,919
| +17% | +$7.86M | 2.82% | 9 |
|
|
2023
Q2 | $53.5M | Sell |
275,658
-10,070
| -4% | -$1.95M | 2.7% | 9 |
|
|
2023
Q1 | $47.1M | Sell |
285,728
-28,277
| -9% | -$4.66M | 2.47% | 9 |
|
|
2022
Q4 | $40.8M | Sell |
314,005
-3,349
| -1% | -$435K | 2.08% | 9 |
|
|
2022
Q3 | $43.9M | Buy |
317,354
+6,436
| +2% | +$889K | 2.15% | 10 |
|
|
2022
Q2 | $42.5M | Sell |
310,918
-4,108
| -1% | -$562K | 2.05% | 11 |
|
|
2022
Q1 | $55M | Sell |
315,026
-11,803
| -4% | -$2.06M | 3.02% | 8 |
|
|
2021
Q4 | $58M | Buy |
326,829
+11,378
| +4% | +$2.02M | 3.1% | 8 |
|
|
2021
Q3 | $44.6M | Sell |
315,451
-5,303
| -2% | -$750K | 2.62% | 10 |
|
|
2021
Q2 | $43.9M | Sell |
320,754
-15,300
| -5% | -$2.1M | 2.48% | 11 |
|
|
2021
Q1 | $41M | Sell |
336,054
-9,986
| -3% | -$1.22M | 2.62% | 12 |
|
|
2020
Q4 | $45.9M | Sell |
346,040
-53,466
| -13% | -$7.09M | 3.13% | 11 |
|
|
2020
Q3 | $46.3M | Buy |
399,506
+311,108
| +352% | +$36M | 3.62% | 8 |
|
|
2020
Q2 | $32.3M | Sell |
88,398
-3,537
| -4% | -$1.29M | 3% | 11 |
|
|
2020
Q1 | $23.4M | Sell |
91,935
-307
| -0.3% | -$78.1K | 2.3% | 13 |
|
|
2019
Q4 | $27.1M | Sell |
92,242
-5,553
| -6% | -$1.63M | 2.51% | 13 |
|
|
2019
Q3 | $21.9M | Sell |
97,795
-6,388
| -6% | -$1.43M | 1.96% | 14 |
|
|
2019
Q2 | $20.6M | Sell |
104,183
-5,626
| -5% | -$1.11M | 1.72% | 14 |
|
|
2019
Q1 | $20.9M | Buy |
109,809
+1,868
| +2% | +$355K | 1.7% | 15 |
|
|
2018
Q4 | $17M | Sell |
107,941
-984
| -0.9% | -$155K | 1.29% | 20 |
|
|
2018
Q3 | $24.6M | Sell |
108,925
-8,126
| -7% | -$1.84M | 2.1% | 12 |
|
|
2018
Q2 | $21.7M | Sell |
117,051
-7,203
| -6% | -$1.33M | 1.86% | 12 |
|
|
2018
Q1 | $20.8M | Buy |
124,254
+112,998
| +1,004% | +$19M | 1.82% | 14 |
|
|
2017
Q4 | $1.91M | Sell |
11,256
-116,170
| -91% | -$19.7M | 0.56% | 30 |
|
|
2017
Q3 | $19.6M | Sell |
127,426
-13,015
| -9% | -$2.01M | 1.65% | 19 |
|
|
2017
Q2 | $20.2M | Sell |
140,441
-3,459
| -2% | -$498K | 1.76% | 17 |
|
|
2017
Q1 | $20.7M | Buy |
143,900
+66,488
| +86% | +$9.55M | 1.76% | 17 |
|
|
2016
Q4 | $8.97M | Sell |
77,412
-694
| -0.9% | -$80.4K | 0.81% | 24 |
|
|
2016
Q3 | $8.83M | Buy |
78,106
+1,423
| +2% | +$161K | 0.88% | 17 |
|
|
2016
Q2 | $8.78M | Buy |
76,683
+12,722
| +20% | +$1.46M | 0.83% | 18 |
|
|
2016
Q1 | $6.97M | Buy |
63,961
+48,196
| +306% | +$5.25M | 0.67% | 21 |
|
|
2015
Q4 | $1.66M | Buy |
15,765
+3,043
| +24% | +$320K | 0.18% | 36 |
|
|
2015
Q3 | $1.4M | Sell |
12,722
-919
| -7% | -$101K | 0.12% | 47 |
|
|
2015
Q2 | $1.71M | Buy |
13,641
+1,946
| +17% | +$244K | 0.17% | 33 |
|
|
2015
Q1 | $1.46M | Sell |
11,695
-392
| -3% | -$48.8K | 0.19% | 29 |
|
|
2014
Q4 | $1.33M | Buy |
12,087
+399
| +3% | +$44K | 0.18% | 32 |
|
|
2014
Q3 | $1.18M | Buy |
11,688
+292
| +3% | +$29.4K | 0.16% | 28 |
|
|
2014
Q2 | $1.06M | Buy |
11,396
+9,749
| +592% | +$906K | 0.15% | 42 |
|
|
2014
Q1 | $884K | Buy |
1,647
+413
| +33% | +$222K | 0.13% | 54 |
|
|
2013
Q4 | $692K | Buy |
1,234
+100
| +9% | +$56.1K | 0.11% | 50 |
|
|
2013
Q3 | $541K | Buy |
+1,134
| New | +$541K | 0.1% | 33 |
|