Blue Chip Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $45.6M | Buy |
222,439
+5,155
| +2% | +$1.06M | 3.72% | 4 |
|
2025
Q1 | $48.3M | Buy |
217,284
+3,535
| +2% | +$785K | 4.16% | 2 |
|
2024
Q4 | $53.5M | Sell |
213,749
-2,254
| -1% | -$564K | 4.6% | 2 |
|
2024
Q3 | $50.3M | Sell |
216,003
-2,819
| -1% | -$657K | 4.37% | 2 |
|
2024
Q2 | $46.1M | Buy |
218,822
+4,640
| +2% | +$977K | 4.26% | 2 |
|
2024
Q1 | $36.7M | Sell |
214,182
-7,651
| -3% | -$1.31M | 3.57% | 3 |
|
2023
Q4 | $42.7M | Buy |
221,833
+11,643
| +6% | +$2.24M | 4.45% | 2 |
|
2023
Q3 | $36M | Sell |
210,190
-487
| -0.2% | -$83.4K | 4.29% | 2 |
|
2023
Q2 | $40.9M | Sell |
210,677
-2,400
| -1% | -$466K | 4.64% | 2 |
|
2023
Q1 | $35.1M | Buy |
213,077
+1,786
| +0.8% | +$295K | 4.17% | 2 |
|
2022
Q4 | $27.5M | Buy |
211,291
+4,930
| +2% | +$641K | 3.42% | 5 |
|
2022
Q3 | $28.5M | Buy |
206,361
+1,987
| +1% | +$275K | 3.91% | 2 |
|
2022
Q2 | $27.9M | Buy |
204,374
+5,309
| +3% | +$726K | 3.56% | 4 |
|
2022
Q1 | $34.8M | Buy |
199,065
+4,252
| +2% | +$742K | 4.32% | 2 |
|
2021
Q4 | $34.6M | Buy |
194,813
+3,475
| +2% | +$617K | 4.34% | 3 |
|
2021
Q3 | $27.1M | Buy |
191,338
+2,233
| +1% | +$316K | 3.8% | 4 |
|
2021
Q2 | $25.9M | Buy |
189,105
+1,259
| +0.7% | +$172K | 3.7% | 4 |
|
2021
Q1 | $22.9M | Sell |
187,846
-15,685
| -8% | -$1.92M | 3.52% | 3 |
|
2020
Q4 | $27M | Buy |
203,531
+5,642
| +3% | +$749K | 4.23% | 2 |
|
2020
Q3 | $22.9M | Buy |
197,889
+8,909
| +5% | +$1.03M | 4.08% | 3 |
|
2020
Q2 | $17.2M | Buy |
188,980
+84,280
| +80% | +$7.69M | 3.38% | 4 |
|
2020
Q1 | $6.66M | Sell |
104,700
-1,076
| -1% | -$68.4K | 1.65% | 25 |
|
2019
Q4 | $7.77M | Buy |
105,776
+84
| +0.1% | +$6.17K | 1.48% | 30 |
|
2019
Q3 | $5.92M | Sell |
105,692
-1,552
| -1% | -$86.9K | 1.25% | 32 |
|
2019
Q2 | $5.31M | Sell |
107,244
-1,572
| -1% | -$77.8K | 1.19% | 32 |
|
2019
Q1 | $5.17M | Sell |
108,816
-3,008
| -3% | -$143K | 1.22% | 32 |
|
2018
Q4 | $4.41M | Sell |
111,824
-6,036
| -5% | -$238K | 1.11% | 34 |
|
2018
Q3 | $6.65M | Sell |
117,860
-9,888
| -8% | -$558K | 1.62% | 27 |
|
2018
Q2 | $5.91M | Sell |
127,748
-9,000
| -7% | -$417K | 1.57% | 25 |
|
2018
Q1 | $5.74M | Buy |
136,748
+36,824
| +37% | +$1.54M | 1.59% | 23 |
|
2017
Q4 | $4.23M | Buy |
99,924
+216
| +0.2% | +$9.14K | 1.25% | 32 |
|
2017
Q3 | $3.84M | Buy |
99,708
+864
| +0.9% | +$33.3K | 1.24% | 31 |
|
2017
Q2 | $3.56M | Buy |
98,844
+3,080
| +3% | +$111K | 1.24% | 28 |
|
2017
Q1 | $3.44M | Buy |
95,764
+1,400
| +1% | +$50.3K | 1.3% | 27 |
|
2016
Q4 | $2.73M | Buy |
94,364
+5,616
| +6% | +$163K | 1.07% | 33 |
|
2016
Q3 | $2.51M | Buy |
88,748
+5,900
| +7% | +$167K | 1.11% | 35 |
|
2016
Q2 | $1.98M | Buy |
82,848
+12,168
| +17% | +$291K | 0.89% | 43 |
|
2016
Q1 | $1.93M | Buy |
70,680
+1,320
| +2% | +$36K | 0.94% | 41 |
|
2015
Q4 | $1.83M | Sell |
69,360
-4
| -0% | -$105 | 0.95% | 41 |
|
2015
Q3 | $1.91M | Buy |
69,364
+732
| +1% | +$20.2K | 1.22% | 35 |
|
2015
Q2 | $2.15M | Buy |
68,632
+3,588
| +6% | +$113K | 1.38% | 31 |
|
2015
Q1 | $2.02M | Sell |
65,044
-2,496
| -4% | -$77.6K | 1.37% | 30 |
|
2014
Q4 | $1.86M | Buy |
+67,540
| New | +$1.86M | 1.3% | 30 |
|