Boltwood 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 | $7.43M | Buy |
36,204
+2,098
| +6% | +$430K | 2.11% | 9 |
|
|
2025
Q1 | $7.58M | Buy |
34,106
+2,248
| +7% | +$499K | 2.3% | 8 |
|
|
2024
Q4 | $7.98M | Sell |
31,858
-5,169
| -14% | -$1.29M | 2.43% | 8 |
|
|
2024
Q3 | $8.63M | Buy |
37,027
+1,381
| +4% | +$322K | 2.56% | 8 |
|
|
2024
Q2 | $7.51M | Sell |
35,646
-727
| -2% | -$153K | 2.35% | 8 |
|
|
2024
Q1 | $6.24M | Sell |
36,373
-805
| -2% | -$138K | 1.93% | 13 |
|
|
2023
Q4 | $7.16M | Buy |
37,178
+1,021
| +3% | +$197K | 2.37% | 7 |
|
|
2023
Q3 | $6.19M | Sell |
36,157
-15
| -0% | -$2.57K | 2.29% | 7 |
|
|
2023
Q2 | $7.02M | Sell |
36,172
-300
| -0.8% | -$58.2K | 2.53% | 7 |
|
|
2023
Q1 | $6.01M | Buy |
36,472
+2,745
| +8% | +$453K | 2.25% | 7 |
|
|
2022
Q4 | $4.38M | Sell |
33,727
-194
| -0.6% | -$25.2K | 1.78% | 12 |
|
|
2022
Q3 | $4.69M | Sell |
33,921
-250
| -0.7% | -$34.6K | 2.15% | 10 |
|
|
2022
Q2 | $4.67M | Sell |
34,171
-535
| -2% | -$73.1K | 2.02% | 11 |
|
|
2022
Q1 | $6.06M | Sell |
34,706
-439
| -1% | -$76.7K | 2.34% | 5 |
|
|
2021
Q4 | $6.24M | Buy |
35,145
+91
| +0.3% | +$16.2K | 2.31% | 5 |
|
|
2021
Q3 | $4.96M | Sell |
35,054
-700
| -2% | -$99K | 2% | 9 |
|
|
2021
Q2 | $4.9M | Sell |
35,754
-6,160
| -15% | -$844K | 2.03% | 9 |
|
|
2021
Q1 | $5.12M | Sell |
41,914
-875
| -2% | -$107K | 2.27% | 7 |
|
|
2020
Q4 | $5.68M | Sell |
42,789
-3,163
| -7% | -$420K | 2.76% | 3 |
|
|
2020
Q3 | $5.32M | Sell |
45,952
-400
| -0.9% | -$46.3K | 2.97% | 3 |
|
|
2020
Q2 | $4.23M | Sell |
46,352
-2,840
| -6% | -$259K | 2.55% | 3 |
|
|
2020
Q1 | $3.13M | Sell |
49,192
-1,408
| -3% | -$89.5K | 2.21% | 8 |
|
|
2019
Q4 | $3.72M | Sell |
50,600
-15,400
| -23% | -$1.13M | 2.08% | 7 |
|
|
2019
Q3 | $3.7M | Sell |
66,000
-624
| -0.9% | -$34.9K | 2.33% | 6 |
|
|
2019
Q2 | $3.3M | Sell |
66,624
-80
| -0.1% | -$3.96K | 2.1% | 6 |
|
|
2019
Q1 | $3.17M | Sell |
66,704
-1,148
| -2% | -$54.5K | 2.07% | 7 |
|
|
2018
Q4 | $2.68M | Sell |
67,852
-13,832
| -17% | -$545K | 1.83% | 14 |
|
|
2018
Q3 | $4.61M | Sell |
81,684
-1,232
| -1% | -$69.5K | 2.75% | 3 |
|
|
2018
Q2 | $3.84M | Sell |
82,916
-10,344
| -11% | -$479K | 2.5% | 6 |
|
|
2018
Q1 | $3.91M | Sell |
93,260
-5,516
| -6% | -$231K | 2.68% | 6 |
|
|
2017
Q4 | $4.18M | Buy |
98,776
+3,780
| +4% | +$160K | 2.56% | 5 |
|
|
2017
Q3 | $3.66M | Sell |
94,996
-260
| -0.3% | -$10K | 2.38% | 9 |
|
|
2017
Q2 | $3.43M | Sell |
95,256
-700
| -0.7% | -$25.2K | 2.32% | 9 |
|
|
2017
Q1 | $3.45M | Buy |
95,956
+3,340
| +4% | +$120K | 2.41% | 9 |
|
|
2016
Q4 | $2.68M | Buy |
92,616
+400
| +0.4% | +$11.6K | 2.05% | 9 |
|
|
2016
Q3 | $2.61M | Buy |
92,216
+1,080
| +1% | +$30.5K | 2.09% | 9 |
|
|
2016
Q2 | $2.18M | Buy |
91,136
+43,140
| +90% | +$1.03M | 1.81% | 14 |
|
|
2016
Q1 | $1.31M | Buy |
47,996
+20,000
| +71% | +$545K | 1.15% | 30 |
|
|
2015
Q4 | $737K | Buy |
27,996
+5,216
| +23% | +$137K | 0.68% | 47 |
|
|
2015
Q3 | $628K | Sell |
22,780
-160
| -0.7% | -$4.41K | 0.67% | 50 |
|
|
2015
Q2 | $719K | Sell |
22,940
-600
| -3% | -$18.8K | 0.71% | 47 |
|
|
2015
Q1 | $732K | Sell |
23,540
-360
| -2% | -$11.2K | 0.21% | 64 |
|
|
2014
Q4 | $660K | Sell |
23,900
-180
| -0.7% | -$4.97K | 0.19% | 71 |
|
|
2014
Q3 | $607K | Sell |
24,080
-14,000
| -37% | -$353K | 0.18% | 73 |
|
|
2014
Q2 | $885K | Buy |
38,080
+14,560
| +62% | +$338K | 0.26% | 59 |
|
|
2014
Q1 | $451K | Hold |
23,520
| – | – | 0.14% | 73 |
|
|
2013
Q4 | $471K | Sell |
23,520
-280
| -1% | -$5.61K | 0.15% | 72 |
|
|
2013
Q3 | $405K | Buy |
23,800
+2,660
| +13% | +$45.3K | 0.15% | 72 |
|
|
2013
Q2 | $299K | Buy |
+21,140
| New | +$299K | 0.12% | 77 |
|