Belmont Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.3M | Sell |
361,936
-97,422
| -21% | -$20M | 11.29% | 3 |
|
|
2025
Q1 | $102M | Buy |
459,358
+149,593
| +48% | +$33.2M | 18.32% | 1 |
|
|
2024
Q4 | $77.6M | Sell |
309,765
-55,906
| -15% | -$14M | 12.62% | 3 |
|
|
2024
Q3 | $85.2M | Sell |
365,671
-77,232
| -17% | -$18M | 14.16% | 3 |
|
|
2024
Q2 | $93.3M | Buy |
442,903
+2,220
| +0.5% | +$468K | 17.41% | 1 |
|
|
2024
Q1 | $75.6M | Buy |
440,683
+204,545
| +87% | +$35.1M | 20.61% | 2 |
|
|
2023
Q4 | $45.5M | Sell |
236,138
-2,366
| -1% | -$456K | 19.41% | 2 |
|
|
2023
Q3 | $40.8M | Buy |
238,504
+45,234
| +23% | +$7.74M | 22.07% | 1 |
|
|
2023
Q2 | $37.5M | Buy |
193,270
+36,451
| +23% | +$7.07M | 21.06% | 2 |
|
|
2023
Q1 | $25.9M | Sell |
156,819
-25,140
| -14% | -$4.15M | 21.4% | 2 |
|
|
2022
Q4 | $23.6M | Buy |
181,959
+2,100
| +1% | +$273K | 25.29% | 1 |
|
|
2022
Q3 | $24.9M | Buy |
179,859
+350
| +0.2% | +$48.4K | 29.32% | 1 |
|
|
2022
Q2 | $24.5M | Buy |
179,509
+785
| +0.4% | +$107K | 29.73% | 1 |
|
|
2022
Q1 | $31.2M | Sell |
178,724
-6,268
| -3% | -$1.09M | 31.16% | 2 |
|
|
2021
Q4 | $32.8M | Sell |
184,992
-12,904
| -7% | -$2.29M | 25.75% | 2 |
|
|
2021
Q3 | $28M | Buy |
197,896
+131,150
| +196% | +$18.6M | 22.75% | 2 |
|
|
2021
Q2 | $9.14M | Buy |
66,746
+1,103
| +2% | +$151K | 9.43% | 4 |
|
|
2021
Q1 | $8.02M | Buy |
65,643
+13,440
| +26% | +$1.64M | 10% | 4 |
|
|
2020
Q4 | $6.93M | Sell |
52,203
-2,400
| -4% | -$318K | 3.15% | 6 |
|
|
2020
Q3 | $6.32M | Sell |
54,603
-6,769
| -11% | -$784K | 2.41% | 6 |
|
|
2020
Q2 | $5.6M | Buy |
61,372
+24,000
| +64% | +$2.19M | 3.18% | 6 |
|
|
2020
Q1 | $2.38M | Hold |
37,372
| – | – | 2.06% | 5 |
|
|
2019
Q4 | $2.74M | Buy |
+37,372
| New | +$2.74M | 2.25% | 5 |
|