AAMC
Asset Allocation & Management Company’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $985K | Hold |
4,800
| – | – | 0.46% | 31 |
|
|
2025
Q1 | $1.07M | Hold |
4,800
| – | – | 0.54% | 28 |
|
|
2024
Q4 | $1.2M | Buy |
+4,800
| New | +$1.2M | 0.66% | 25 |
|
|
2023
Q3 | – | Sell |
-5,250
| Closed | -$1.02M | – | 51 |
|
|
2023
Q2 | $1.02M | Sell |
5,250
-4,762
| -48% | -$923K | 0.4% | 30 |
|
|
2023
Q1 | $1.65M | Sell |
10,012
-4,000
| -29% | -$660K | 0.66% | 21 |
|
|
2022
Q4 | $1.82M | Buy |
14,012
+6,757
| +93% | +$878K | 0.7% | 20 |
|
|
2022
Q3 | $1M | Buy |
7,255
+5
| +0.1% | +$691 | 0.41% | 40 |
|
|
2022
Q2 | $991K | Hold |
7,250
| – | – | 0.41% | 45 |
|
|
2022
Q1 | $1.27M | Buy |
7,250
+3,250
| +81% | +$568K | 0.45% | 37 |
|
|
2021
Q4 | $710K | Buy |
+4,000
| New | +$710K | 0.24% | 74 |
|
|
2020
Q2 | – | Sell |
-1,276
| Closed | -$324K | – | 43 |
|
|
2020
Q1 | $324K | Sell |
1,276
-284
| -18% | -$72.1K | 0.16% | 39 |
|
|
2019
Q4 | $458K | Buy |
+1,560
| New | +$458K | 0.17% | 38 |
|