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