Atwater Malick’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Sell |
107,234
-317
| -0.3% | -$65K | 6.97% | 2 |
|
|
2025
Q1 | $23.9M | Buy |
107,551
+201
| +0.2% | +$44.6K | 8.08% | 1 |
|
|
2024
Q4 | $26.9M | Sell |
107,350
-4,376
| -4% | -$1.1M | 9.01% | 1 |
|
|
2024
Q3 | $26M | Buy |
111,726
+1,443
| +1% | +$336K | 8.38% | 1 |
|
|
2024
Q2 | $23.2M | Buy |
110,283
+918
| +0.8% | +$193K | 8% | 2 |
|
|
2024
Q1 | $18.8M | Buy |
109,365
+1,987
| +2% | +$341K | 6.61% | 2 |
|
|
2023
Q4 | $20.7M | Sell |
107,378
-150
| -0.1% | -$28.9K | 8.1% | 1 |
|
|
2023
Q3 | $18.4M | Sell |
107,528
-1,219
| -1% | -$209K | 8.1% | 1 |
|
|
2023
Q2 | $21.1M | Buy |
108,747
+4,970
| +5% | +$964K | 9.01% | 1 |
|
|
2023
Q1 | $17.1M | Buy |
103,777
+1,108
| +1% | +$183K | 8.02% | 1 |
|
|
2022
Q4 | $13.3M | Buy |
102,669
+1,696
| +2% | +$220K | 6.57% | 1 |
|
|
2022
Q3 | $14M | Sell |
100,973
-494
| -0.5% | -$68.3K | 7.8% | 1 |
|
|
2022
Q2 | $13.9M | Buy |
101,467
+5,905
| +6% | +$807K | 7.3% | 1 |
|
|
2022
Q1 | $16.7M | Buy |
95,562
+200
| +0.2% | +$34.9K | 8.06% | 1 |
|
|
2021
Q4 | $16.9M | Sell |
95,362
-3,785
| -4% | -$672K | 7.86% | 1 |
|
|
2021
Q3 | $14M | Sell |
99,147
-301
| -0.3% | -$42.6K | 7.41% | 1 |
|
|
2021
Q2 | $13.6M | Sell |
99,448
-303
| -0.3% | -$41.5K | 7.53% | 1 |
|
|
2021
Q1 | $12.2M | Sell |
99,751
-7,708
| -7% | -$942K | 7.48% | 1 |
|
|
2020
Q4 | $14.3M | Sell |
107,459
-692
| -0.6% | -$91.8K | 8.96% | 1 |
|
|
2020
Q3 | $12.5M | Sell |
108,151
-2,057
| -2% | -$238K | 8.77% | 1 |
|
|
2020
Q2 | $10.1M | Sell |
110,208
-212
| -0.2% | -$19.3K | 7.91% | 1 |
|
|
2020
Q1 | $7.02M | Sell |
110,420
-460
| -0.4% | -$29.2K | 6.74% | 1 |
|
|
2019
Q4 | $8.14M | Buy |
110,880
+564
| +0.5% | +$41.4K | 6.47% | 1 |
|
|
2019
Q3 | $6.18M | Buy |
110,316
+196
| +0.2% | +$11K | 5.19% | 2 |
|
|
2019
Q2 | $5.45M | Sell |
110,120
-20
| -0% | -$990 | 5% | 3 |
|
|
2019
Q1 | $5.23M | Buy |
110,140
+4,488
| +4% | +$213K | 5.12% | 2 |
|
|
2018
Q4 | $4.17M | Buy |
+105,652
| New | +$4.17M | 4.66% | 5 |
|