AP
Atwood & Palmer’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1M | Sell |
127,374
-181
| -0.1% | -$37.1K | 1.63% | 25 |
|
|
2025
Q1 | $28.3M | Sell |
127,555
-964
| -0.8% | -$214K | 1.97% | 18 |
|
|
2024
Q4 | $32.2M | Sell |
128,519
-257
| -0.2% | -$64.4K | 2.21% | 16 |
|
|
2024
Q3 | $30M | Buy |
128,776
+932
| +0.7% | +$217K | 2.04% | 18 |
|
|
2024
Q2 | $26.9M | Sell |
127,844
-1,072
| -0.8% | -$226K | 2.04% | 18 |
|
|
2024
Q1 | $22.1M | Buy |
128,916
+929
| +0.7% | +$159K | 1.68% | 27 |
|
|
2023
Q4 | $24.6M | Buy |
127,987
+855
| +0.7% | +$165K | 1.99% | 20 |
|
|
2023
Q3 | $21.8M | Buy |
127,132
+160
| +0.1% | +$27.4K | 1.91% | 22 |
|
|
2023
Q2 | $24.6M | Sell |
126,972
-13,691
| -10% | -$2.66M | 2.2% | 17 |
|
|
2023
Q1 | $23.2M | Sell |
140,663
-1,313
| -0.9% | -$217K | 2.18% | 17 |
|
|
2022
Q4 | $18.4M | Buy |
141,976
+2,309
| +2% | +$300K | 1.67% | 22 |
|
|
2022
Q3 | $19.3M | Sell |
139,667
-2,916
| -2% | -$403K | 1.91% | 21 |
|
|
2022
Q2 | $19.5M | Sell |
142,583
-21,862
| -13% | -$2.99M | 1.9% | 23 |
|
|
2022
Q1 | $28.7M | Sell |
164,445
-2,450
| -1% | -$428K | 2.48% | 12 |
|
|
2021
Q4 | $29.6M | Sell |
166,895
-517
| -0.3% | -$91.8K | 2.48% | 13 |
|
|
2021
Q3 | $23.7M | Sell |
167,412
-183
| -0.1% | -$25.9K | 2.11% | 17 |
|
|
2021
Q2 | $23M | Buy |
167,595
+3,868
| +2% | +$530K | 2.06% | 16 |
|
|
2021
Q1 | $20M | Buy |
163,727
+24
| +0% | +$2.93K | 1.92% | 22 |
|
|
2020
Q4 | $21.7M | Buy |
163,703
+2,346
| +1% | +$311K | 2.33% | 15 |
|
|
2020
Q3 | $18.7M | Buy |
161,357
+99,389
| +160% | +$11.5M | 2.35% | 16 |
|
|
2020
Q2 | $22.6M | Sell |
61,968
-94
| -0.2% | -$34.3K | 3.06% | 7 |
|
|
2020
Q1 | $15.8M | Sell |
62,062
-13,352
| -18% | -$3.4M | 2.48% | 13 |
|
|
2019
Q4 | $22.1M | Sell |
75,414
-1,035
| -1% | -$304K | 2.85% | 11 |
|
|
2019
Q3 | $17.1M | Sell |
76,449
-540
| -0.7% | -$121K | 2.31% | 18 |
|
|
2019
Q2 | $15.2M | Buy |
76,989
+138
| +0.2% | +$27.3K | 2.06% | 18 |
|
|
2019
Q1 | $14.6M | Buy |
76,851
+801
| +1% | +$152K | 2.07% | 17 |
|
|
2018
Q4 | $12M | Sell |
76,050
-582
| -0.8% | -$91.8K | 1.91% | 20 |
|
|
2018
Q3 | $17.3M | Buy |
76,632
+498
| +0.7% | +$112K | 2.26% | 16 |
|
|
2018
Q2 | $14.1M | Sell |
76,134
-41,519
| -35% | -$7.69M | 1.93% | 20 |
|
|
2018
Q1 | $19.7M | Sell |
117,653
-494
| -0.4% | -$82.9K | 2.81% | 13 |
|
|
2017
Q4 | $20M | Buy |
118,147
+913
| +0.8% | +$155K | 2.8% | 13 |
|
|
2017
Q3 | $18.1M | Sell |
117,234
-2,544
| -2% | -$392K | 2.62% | 18 |
|
|
2017
Q2 | $17.3M | Buy |
119,778
+1,353
| +1% | +$195K | 2.71% | 16 |
|
|
2017
Q1 | $17M | Sell |
118,425
-2,447
| -2% | -$352K | 2.72% | 16 |
|
|
2016
Q4 | $14M | Buy |
120,872
+2,643
| +2% | +$306K | 2.52% | 18 |
|
|
2016
Q3 | $13.4M | Sell |
118,229
-303
| -0.3% | -$34.3K | 2.43% | 19 |
|
|
2016
Q2 | $11.3M | Sell |
118,532
-41
| -0% | -$3.92K | 2.05% | 23 |
|
|
2016
Q1 | $12.9M | Buy |
118,573
+4,669
| +4% | +$509K | 2.3% | 18 |
|
|
2015
Q4 | $12M | Buy |
113,904
+2,003
| +2% | +$211K | 2.28% | 15 |
|
|
2015
Q3 | $12.3M | Buy |
111,901
+42,257
| +61% | +$4.66M | 2.41% | 13 |
|
|
2015
Q2 | $8.74M | Buy |
69,644
+638
| +0.9% | +$80K | 1.57% | 21 |
|
|
2015
Q1 | $8.59M | Buy |
69,006
+55,211
| +400% | +$6.87M | 1.53% | 22 |
|
|
2014
Q4 | $1.52M | Buy |
13,795
+25
| +0.2% | +$2.76K | 0.28% | 54 |
|
|
2014
Q3 | $1.37M | Buy |
13,770
+5,412
| +65% | +$537K | 0.26% | 57 |
|
|
2014
Q2 | $777K | Buy |
8,358
+6,147
| +278% | +$571K | 0.21% | 68 |
|
|
2014
Q1 | $1.19M | Buy |
2,211
+79
| +4% | +$42.4K | 0.28% | 43 |
|
|
2013
Q4 | $1.2M | Buy |
2,132
+43
| +2% | +$24.1K | 0.3% | 41 |
|
|
2013
Q3 | $996K | Sell |
2,089
-8
| -0.4% | -$3.81K | 0.27% | 44 |
|
|
2013
Q2 | $832K | Buy |
+2,097
| New | +$832K | 0.23% | 49 |
|