Aull & Monroe Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
5,657
-399
| -7% | -$81.9K | 0.62% | 51 |
|
|
2025
Q1 | $1.35M | Sell |
6,056
-22
| -0.4% | -$4.89K | 0.67% | 48 |
|
|
2024
Q4 | $1.52M | Sell |
6,078
-25
| -0.4% | -$6.26K | 0.78% | 47 |
|
|
2024
Q3 | $1.42M | Hold |
6,103
| – | – | 0.66% | 51 |
|
|
2024
Q2 | $1.29M | Sell |
6,103
-203
| -3% | -$42.8K | 0.63% | 52 |
|
|
2024
Q1 | $1.08M | Hold |
6,306
| – | – | 0.49% | 55 |
|
|
2023
Q4 | $1.21M | Sell |
6,306
-229
| -4% | -$44.1K | 0.6% | 52 |
|
|
2023
Q3 | $1.12M | Sell |
6,535
-25
| -0.4% | -$4.28K | 0.58% | 52 |
|
|
2023
Q2 | $1.27M | Hold |
6,560
| – | – | 0.64% | 52 |
|
|
2023
Q1 | $1.08M | Buy |
6,560
+2,400
| +58% | +$396K | 0.55% | 57 |
|
|
2022
Q4 | $540K | Buy |
4,160
+3
| +0.1% | +$390 | 0.27% | 76 |
|
|
2022
Q3 | $574K | Hold |
4,157
| – | – | 0.31% | 72 |
|
|
2022
Q2 | $568K | Buy |
4,157
+151
| +4% | +$20.6K | 0.29% | 76 |
|
|
2022
Q1 | $700K | Buy |
4,006
+7
| +0.2% | +$1.22K | 0.32% | 69 |
|
|
2021
Q4 | $710K | Buy |
3,999
+100
| +3% | +$17.8K | 0.32% | 72 |
|
|
2021
Q3 | $552K | Sell |
3,899
-580
| -13% | -$82.1K | 0.27% | 82 |
|
|
2021
Q2 | $613K | Sell |
4,479
-170
| -4% | -$23.3K | 0.29% | 79 |
|
|
2021
Q1 | $568K | Sell |
4,649
-427
| -8% | -$52.2K | 0.28% | 82 |
|
|
2020
Q4 | $673K | Sell |
5,076
-166
| -3% | -$22K | 0.36% | 70 |
|
|
2020
Q3 | $607K | Buy |
5,242
+438
| +9% | +$50.7K | 0.36% | 70 |
|
|
2020
Q2 | $438K | Sell |
4,804
-136
| -3% | -$12.4K | 0.27% | 86 |
|
|
2020
Q1 | $314K | Buy |
4,940
+1,120
| +29% | +$71.2K | 0.21% | 96 |
|
|
2019
Q4 | $280K | Sell |
3,820
-128
| -3% | -$9.38K | 0.14% | 112 |
|
|
2019
Q3 | $221K | Buy |
+3,948
| New | +$221K | 0.12% | 123 |
|
|
2018
Q4 | – | Sell |
-3,724
| Closed | -$210K | – | 122 |
|
|
2018
Q3 | $210K | Buy |
+3,724
| New | +$210K | 0.1% | 130 |
|