Aufman Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
9,805
+2,502
| +34% | +$513K | 1.24% | 11 |
|
|
2025
Q1 | $1.62M | Buy |
7,303
+95
| +1% | +$21.1K | 1.12% | 12 |
|
|
2024
Q4 | $1.8M | Sell |
7,208
-142
| -2% | -$35.6K | 1.22% | 10 |
|
|
2024
Q3 | $1.71M | Sell |
7,350
-218
| -3% | -$50.8K | 1.1% | 11 |
|
|
2024
Q2 | $1.59M | Buy |
7,568
+99
| +1% | +$20.9K | 1.13% | 13 |
|
|
2024
Q1 | $1.28M | Sell |
7,469
-109
| -1% | -$18.7K | 0.9% | 13 |
|
|
2023
Q4 | $1.46M | Sell |
7,578
-70
| -0.9% | -$13.5K | 1.1% | 12 |
|
|
2023
Q3 | $1.31M | Sell |
7,648
-153
| -2% | -$26.2K | 1.1% | 12 |
|
|
2023
Q2 | $1.51M | Sell |
7,801
-42
| -0.5% | -$8.15K | 1.25% | 11 |
|
|
2023
Q1 | $1.29M | Sell |
7,843
-9
| -0.1% | -$1.48K | 1.1% | 11 |
|
|
2022
Q4 | $1.02M | Buy |
7,852
+177
| +2% | +$23K | 0.94% | 11 |
|
|
2022
Q3 | $1.06M | Buy |
7,675
+1
| +0% | +$138 | 1.12% | 11 |
|
|
2022
Q2 | $1.05M | Buy |
7,674
+66
| +0.9% | +$9.02K | 1% | 11 |
|
|
2022
Q1 | $1.33M | Sell |
7,608
-252
| -3% | -$44K | 1.05% | 11 |
|
|
2021
Q4 | $1.4M | Sell |
7,860
-14
| -0.2% | -$2.49K | 1.03% | 11 |
|
|
2021
Q3 | $1.11M | Sell |
7,874
-618
| -7% | -$87.4K | 0.92% | 12 |
|
|
2021
Q2 | $1.16M | Buy |
8,492
+4
| +0% | +$548 | 0.9% | 13 |
|
|
2021
Q1 | $1.04M | Buy |
8,488
+300
| +4% | +$36.7K | 0.86% | 14 |
|
|
2020
Q4 | $1.09M | Sell |
8,188
-529
| -6% | -$70.2K | 0.97% | 12 |
|
|
2020
Q3 | $1.01M | Sell |
8,717
-1,423
| -14% | -$165K | 1.09% | 12 |
|
|
2020
Q2 | $925K | Sell |
10,140
-136
| -1% | -$12.4K | 1.05% | 14 |
|
|
2020
Q1 | $653K | Sell |
10,276
-1,132
| -10% | -$71.9K | 0.9% | 13 |
|
|
2019
Q4 | $837K | Buy |
+11,408
| New | +$837K | 0.86% | 12 |
|