Bender Robert & 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 | $61.3M | Sell |
298,598
-7,351
| -2% | -$1.51M | 13.67% | 2 |
|
|
2025
Q1 | $68M | Buy |
305,949
+43,549
| +17% | +$9.67M | 17.16% | 1 |
|
|
2024
Q4 | $65.7M | Sell |
262,400
-143,431
| -35% | -$35.9M | 15.86% | 2 |
|
|
2024
Q3 | $94.6M | Buy |
+405,831
| New | +$94.6M | 20.08% | 1 |
|
|
2024
Q2 | – | Sell |
-428,061
| Closed | -$73.4M | – | 1 |
|
|
2024
Q1 | $73.4M | Sell |
428,061
-9,901
| -2% | -$1.7M | 17.2% | 1 |
|
|
2023
Q4 | $84.3M | Sell |
437,962
-4,469
| -1% | -$860K | 21.25% | 1 |
|
|
2023
Q3 | $75.7M | Sell |
442,431
-4,348
| -1% | -$744K | 22.14% | 1 |
|
|
2023
Q2 | $86.7M | Sell |
446,779
-13,449
| -3% | -$2.61M | 23.93% | 1 |
|
|
2023
Q1 | $75.9M | Sell |
460,228
-3,730
| -0.8% | -$615K | 23.5% | 1 |
|
|
2022
Q4 | $60.3M | Sell |
463,958
-2,265
| -0.5% | -$294K | 22.54% | 1 |
|
|
2022
Q3 | $64.4M | Buy |
466,223
+2,347
| +0.5% | +$324K | 24.95% | 1 |
|
|
2022
Q2 | $63.4M | Sell |
463,876
-4,109
| -0.9% | -$562K | 24.25% | 1 |
|
|
2022
Q1 | $81.7M | Sell |
467,985
-7,905
| -2% | -$1.38M | 23.28% | 1 |
|
|
2021
Q4 | $67.3M | Hold |
475,890
| – | – | 19.43% | 1 |
|
|
2021
Q3 | $67.3M | Sell |
475,890
-5,233
| -1% | -$740K | 19.28% | 1 |
|
|
2021
Q2 | $65.9M | Buy |
481,123
+378
| +0.1% | +$51.8K | 18.72% | 1 |
|
|
2021
Q1 | $58.7M | Sell |
480,745
-153
| -0% | -$18.7K | 18.89% | 1 |
|
|
2020
Q4 | $63.8M | Sell |
480,898
-6,136
| -1% | -$814K | 20.3% | 1 |
|
|
2020
Q3 | $56.4M | Sell |
487,034
-11,934
| -2% | -$1.38M | 20.2% | 1 |
|
|
2020
Q2 | $45.5M | Sell |
498,968
-6,108
| -1% | -$557K | 17.99% | 1 |
|
|
2020
Q1 | $32.1M | Sell |
505,076
-3,396
| -0.7% | -$216K | 17.1% | 1 |
|
|
2019
Q4 | $37.3M | Sell |
508,472
-4,208
| -0.8% | -$309K | 16.84% | 1 |
|
|
2019
Q3 | $28.7M | Sell |
512,680
-1,480
| -0.3% | -$82.9K | 14.36% | 1 |
|
|
2019
Q2 | $26.7M | Sell |
514,160
-4,260
| -0.8% | -$221K | 12.67% | 1 |
|
|
2019
Q1 | $24.6M | Sell |
518,420
-2,920
| -0.6% | -$139K | 12.06% | 1 |
|
|
2018
Q4 | $20.6M | Sell |
521,340
-3,444
| -0.7% | -$136K | 11.87% | 1 |
|
|
2018
Q3 | $29.6M | Sell |
524,784
-976
| -0.2% | -$55.1K | 13.47% | 1 |
|
|
2018
Q2 | $24.3M | Sell |
525,760
-3,552
| -0.7% | -$164K | 12.76% | 1 |
|
|
2018
Q1 | $22.2M | Sell |
529,312
-21,548
| -4% | -$904K | 12.33% | 1 |
|
|
2017
Q4 | $23.3M | Sell |
550,860
-3,636
| -0.7% | -$154K | 12.91% | 1 |
|
|
2017
Q3 | $21.4M | Sell |
554,496
-9,088
| -2% | -$350K | 12.28% | 1 |
|
|
2017
Q2 | $20.3M | Sell |
563,584
-3,720
| -0.7% | -$134K | 12.44% | 1 |
|
|
2017
Q1 | $20.4M | Sell |
567,304
-10,424
| -2% | -$374K | 13.13% | 1 |
|
|
2016
Q4 | $16.7M | Sell |
577,728
-14,636
| -2% | -$424K | 11.85% | 1 |
|
|
2016
Q3 | $16.7M | Sell |
592,364
-8,080
| -1% | -$228K | 11.06% | 1 |
|
|
2016
Q2 | $14.4M | Sell |
600,444
-8,872
| -1% | -$212K | 10.13% | 1 |
|
|
2016
Q1 | $16.6M | Sell |
609,316
-19,564
| -3% | -$533K | 11.24% | 1 |
|
|
2015
Q4 | $16.5M | Sell |
628,880
-6,324
| -1% | -$166K | 10.6% | 1 |
|
|
2015
Q3 | $17.5M | Sell |
635,204
-13,784
| -2% | -$380K | 11.85% | 1 |
|
|
2015
Q2 | $20.4M | Sell |
648,988
-4,096
| -0.6% | -$128K | 12.08% | 1 |
|
|
2015
Q1 | $20.3M | Sell |
653,084
-6,504
| -1% | -$202K | 11.85% | 1 |
|
|
2014
Q4 | $18.2M | Sell |
659,588
-4,716
| -0.7% | -$130K | 11.92% | 1 |
|
|
2014
Q3 | $16.7M | Sell |
664,304
-7,524
| -1% | -$190K | 11.65% | 1 |
|
|
2014
Q2 | $15.6M | Sell |
671,828
-5,296
| -0.8% | -$123K | 11.04% | 1 |
|
|
2014
Q1 | $836 | Sell |
677,124
-11,284
| -2% | -$14 | 0.56% | 29 |
|
|
2013
Q4 | $13.8M | Sell |
688,408
-2,856
| -0.4% | -$57.2K | 10.36% | 1 |
|
|
2013
Q3 | $11.8M | Buy |
691,264
+252
| +0% | +$4.29K | 9.22% | 1 |
|
|
2013
Q2 | $9.79M | Buy |
+691,012
| New | +$9.79M | 8.4% | 1 |
|