Beck Capital 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 | $4.62M | Sell |
22,533
-9,884
| -30% | -$2.03M | 1.15% | 35 |
|
2025
Q1 | $7.2M | Sell |
32,417
-9,109
| -22% | -$2.02M | 2.12% | 9 |
|
2024
Q4 | $10.4M | Buy |
41,526
+1,111
| +3% | +$278K | 2.76% | 6 |
|
2024
Q3 | $9.42M | Buy |
40,415
+18,462
| +84% | +$4.3M | 2.52% | 4 |
|
2024
Q2 | $4.62M | Buy |
21,953
+4,130
| +23% | +$870K | 1.27% | 24 |
|
2024
Q1 | $3.06M | Sell |
17,823
-3,862
| -18% | -$662K | 0.88% | 43 |
|
2023
Q4 | $4.17M | Sell |
21,685
-437
| -2% | -$84.1K | 1.43% | 23 |
|
2023
Q3 | $3.79M | Buy |
22,122
+1,802
| +9% | +$309K | 1.46% | 22 |
|
2023
Q2 | $3.94M | Buy |
20,320
+48
| +0.2% | +$9.31K | 1.55% | 17 |
|
2023
Q1 | $3.34M | Buy |
20,272
+626
| +3% | +$103K | 1.42% | 18 |
|
2022
Q4 | $2.55M | Sell |
19,646
-211
| -1% | -$27.4K | 1.07% | 32 |
|
2022
Q3 | $2.74M | Sell |
19,857
-2,713
| -12% | -$375K | 1.18% | 26 |
|
2022
Q2 | $3.09M | Sell |
22,570
-12,288
| -35% | -$1.68M | 1.39% | 22 |
|
2022
Q1 | $6.09M | Sell |
34,858
-4,536
| -12% | -$792K | 1.86% | 7 |
|
2021
Q4 | $7M | Sell |
39,394
-112
| -0.3% | -$19.9K | 2.16% | 4 |
|
2021
Q3 | $5.59M | Buy |
39,506
+465
| +1% | +$65.8K | 1.88% | 5 |
|
2021
Q2 | $5.35M | Sell |
39,041
-2,355
| -6% | -$323K | 1.8% | 7 |
|
2021
Q1 | $5.06M | Sell |
41,396
-9,433
| -19% | -$1.15M | 1.91% | 13 |
|
2020
Q4 | $6.74M | Buy |
50,829
+2,590
| +5% | +$344K | 2.8% | 5 |
|
2020
Q3 | $5.59M | Sell |
48,239
-5,585
| -10% | -$647K | 3.16% | 8 |
|
2020
Q2 | $4.91M | Buy |
53,824
+17,892
| +50% | +$1.63M | 2.49% | 11 |
|
2020
Q1 | $2.28M | Sell |
35,932
-27,988
| -44% | -$1.78M | 2.09% | 16 |
|
2019
Q4 | $4.69M | Buy |
63,920
+5,188
| +9% | +$381K | 2.3% | 9 |
|
2019
Q3 | $3.29M | Buy |
+58,732
| New | +$3.29M | 1.79% | 21 |
|
2019
Q2 | – | Sell |
-20,552
| Closed | -$976K | – | 94 |
|
2019
Q1 | $976K | Buy |
20,552
+11,032
| +116% | +$524K | 0.47% | 60 |
|
2018
Q4 | $375K | Sell |
9,520
-111,752
| -92% | -$4.4M | 0.32% | 49 |
|
2018
Q3 | $6.84M | Buy |
121,272
+4,360
| +4% | +$246K | 2.94% | 7 |
|
2018
Q2 | $5.41M | Buy |
116,912
+16,432
| +16% | +$760K | 2.62% | 11 |
|
2018
Q1 | $4.22M | Buy |
100,480
+1,316
| +1% | +$55.2K | 1.94% | 15 |
|
2017
Q4 | $4.2M | Buy |
99,164
+40,616
| +69% | +$1.72M | 1.85% | 18 |
|
2017
Q3 | $2.26M | Buy |
58,548
+18,228
| +45% | +$702K | 1.08% | 35 |
|
2017
Q2 | $1.47M | Buy |
40,320
+27,080
| +205% | +$987K | 0.75% | 40 |
|
2017
Q1 | $476K | Buy |
+13,240
| New | +$476K | 0.25% | 71 |
|
2016
Q3 | – | Sell |
-140,912
| Closed | -$3.37M | – | 102 |
|
2016
Q2 | $3.37M | Sell |
140,912
-17,652
| -11% | -$422K | 2.15% | 11 |
|
2016
Q1 | $4.32M | Sell |
158,564
-196,492
| -55% | -$5.35M | 2.98% | 6 |
|
2015
Q4 | $9.33M | Buy |
355,056
+29,924
| +9% | +$787K | 5.49% | 1 |
|
2015
Q3 | $8.69M | Sell |
325,132
-129,996
| -29% | -$3.47M | 6.03% | 1 |
|
2015
Q2 | $13.6M | Buy |
455,128
+24,864
| +6% | +$741K | 7.25% | 1 |
|
2015
Q1 | $12.3M | Buy |
430,264
+23,792
| +6% | +$678K | 7.01% | 1 |
|
2014
Q4 | $10.3M | Buy |
406,472
+217,456
| +115% | +$5.53M | 6.02% | 1 |
|
2014
Q3 | $4.77M | Buy |
189,016
+23,628
| +14% | +$597K | 3.36% | 3 |
|
2014
Q2 | $3.84M | Buy |
165,388
+356
| +0.2% | +$8.27K | 2.55% | 3 |
|
2014
Q1 | $3.19M | Buy |
165,032
+18,452
| +13% | +$357K | 2.44% | 4 |
|
2013
Q4 | $2.62M | Buy |
+146,580
| New | +$2.62M | 2.11% | 8 |
|