Blue Fin 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 | $41.6M | Buy |
+202,850
| New | +$41.6M | 7.09% | 3 |
|
|
2024
Q4 | $51.8M | Sell |
206,997
-1,182
| -0.6% | -$296K | 9.55% | 2 |
|
|
2024
Q3 | $48.5M | Sell |
208,179
-702
| -0.3% | -$164K | 9.22% | 2 |
|
|
2024
Q2 | $44M | Buy |
208,881
+3,189
| +2% | +$672K | 8.78% | 2 |
|
|
2024
Q1 | $35.3M | Sell |
205,692
-1,674
| -0.8% | -$287K | 7.86% | 3 |
|
|
2023
Q4 | $39.9M | Sell |
207,366
-1,497
| -0.7% | -$288K | 10.25% | 1 |
|
|
2023
Q3 | $35.8M | Buy |
208,863
+1,366
| +0.7% | +$234K | 10.44% | 1 |
|
|
2023
Q2 | $40.2M | Buy |
207,497
+739
| +0.4% | +$143K | 11.49% | 1 |
|
|
2023
Q1 | $34.3M | Sell |
206,758
-1,224
| -0.6% | -$203K | 11.08% | 1 |
|
|
2022
Q4 | $27M | Sell |
207,982
-4,869
| -2% | -$633K | 9.9% | 1 |
|
|
2022
Q3 | $29.4M | Sell |
212,851
-1,455
| -0.7% | -$201K | 11.11% | 1 |
|
|
2022
Q2 | $29.3M | Sell |
214,306
-10,182
| -5% | -$1.39M | 10.37% | 1 |
|
|
2022
Q1 | $39.2M | Sell |
224,488
-917
| -0.4% | -$160K | 11.36% | 1 |
|
|
2021
Q4 | $40M | Sell |
225,405
-2,751
| -1% | -$488K | 11.08% | 1 |
|
|
2021
Q3 | $32.3M | Sell |
228,156
-924
| -0.4% | -$131K | 9.86% | 1 |
|
|
2021
Q2 | $31.4M | Sell |
229,080
-5,081
| -2% | -$696K | 9.67% | 1 |
|
|
2021
Q1 | $28.6M | Sell |
234,161
-2,114
| -0.9% | -$258K | 9.8% | 1 |
|
|
2020
Q4 | $31.4M | Sell |
236,275
-773
| -0.3% | -$103K | 11.22% | 1 |
|
|
2020
Q3 | $27.6M | Sell |
237,048
-6,708
| -3% | -$780K | 11.15% | 1 |
|
|
2020
Q2 | $22.2M | Buy |
243,756
+2,496
| +1% | +$228K | 9.84% | 1 |
|
|
2020
Q1 | $15.3M | Sell |
241,260
-6,412
| -3% | -$408K | 8.47% | 1 |
|
|
2019
Q4 | $18.2M | Buy |
247,672
+1,992
| +0.8% | +$146K | 8.55% | 1 |
|
|
2019
Q3 | $13.8M | Sell |
245,680
-8,244
| -3% | -$462K | 7.2% | 1 |
|
|
2019
Q2 | $12.6M | Sell |
253,924
-123,532
| -33% | -$6.11M | 6.47% | 1 |
|
|
2019
Q1 | $17.9M | Sell |
377,456
-1,396
| -0.4% | -$66.3K | 9.41% | 1 |
|
|
2018
Q4 | $14.9M | Sell |
378,852
-3,612
| -0.9% | -$142K | 8.92% | 1 |
|
|
2018
Q3 | $21.6M | Sell |
382,464
-1,924
| -0.5% | -$109K | 10.69% | 1 |
|
|
2018
Q2 | $17.8M | Buy |
384,388
+3,924
| +1% | +$182K | 9.5% | 1 |
|
|
2018
Q1 | $16M | Buy |
380,464
+20,420
| +6% | +$856K | 9.01% | 1 |
|
|
2017
Q4 | $15.2M | Sell |
360,044
-8,264
| -2% | -$350K | 8.87% | 1 |
|
|
2017
Q3 | $14.2M | Hold |
368,308
| – | – | 8.7% | 1 |
|
|
2017
Q2 | $13.3M | Sell |
368,308
-6,108
| -2% | -$220K | 8.53% | 1 |
|
|
2017
Q1 | $13.4M | Sell |
374,416
-3,912
| -1% | -$140K | 8.24% | 1 |
|
|
2016
Q4 | $11M | Buy |
378,328
+17,880
| +5% | +$518K | 7.24% | 1 |
|
|
2016
Q3 | $10.2M | Sell |
360,448
-7,056
| -2% | -$199K | 8.26% | 1 |
|
|
2016
Q2 | $8.78M | Sell |
367,504
-6,376
| -2% | -$152K | 7.28% | 1 |
|
|
2016
Q1 | $10.2M | Sell |
373,880
-28,600
| -7% | -$779K | 8.67% | 1 |
|
|
2015
Q4 | $10.6M | Sell |
402,480
-7,804
| -2% | -$205K | 8.16% | 1 |
|
|
2015
Q3 | $11.3M | Buy |
410,284
+12,024
| +3% | +$332K | 8.8% | 1 |
|
|
2015
Q2 | $12.5M | Sell |
398,260
-788
| -0.2% | -$24.7K | 8.99% | 1 |
|
|
2015
Q1 | $12.4M | Buy |
399,048
+15,628
| +4% | +$486K | 8.96% | 1 |
|
|
2014
Q4 | $10.6M | Buy |
383,420
+2,904
| +0.8% | +$80.1K | 7.98% | 1 |
|
|
2014
Q3 | $9.58M | Buy |
380,516
+948
| +0.2% | +$23.9K | 7.6% | 1 |
|
|
2014
Q2 | $8.82M | Buy |
379,568
+9,436
| +3% | +$219K | 7.07% | 1 |
|
|
2014
Q1 | $7.1M | Sell |
370,132
-9,604
| -3% | -$184K | 6.25% | 1 |
|
|
2013
Q4 | $7.61M | Buy |
+379,736
| New | +$7.61M | 6.78% | 1 |
|