Boyd Watterson Asset Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.48M | Sell |
25,529
-3,260
| -11% | -$848K | 1.99% | 14 |
|
|
2025
Q4 | $7.83M | Sell |
28,789
-664
| -2% | -$178K | 2.26% | 10 |
|
|
2025
Q3 | $7.5M | Sell |
29,453
-3,922
| -12% | -$886K | 2.23% | 10 |
|
|
2025
Q2 | $6.85M | Sell |
33,375
-3,952
| -11% | -$798K | 2.16% | 12 |
|
|
2025
Q1 | $8.29M | Sell |
37,327
-5,403
| -13% | -$1.25M | 2.65% | 9 |
|
|
2024
Q4 | $10.7M | Sell |
42,730
-337
| -0.8% | -$79.4K | 2.98% | 8 |
|
|
2024
Q3 | $10M | Sell |
43,067
-195
| -0.5% | -$43.5K | 2.75% | 9 |
|
|
2024
Q2 | $9.11M | Sell |
43,262
-542
| -1% | -$101K | 2.6% | 9 |
|
|
2024
Q1 | $7.51M | Sell |
43,804
-210
| -0.5% | -$38.2K | 2.69% | 9 |
|
|
2023
Q4 | $8.47M | Sell |
44,014
-323
| -0.7% | -$59.6K | 3.35% | 5 |
|
|
2023
Q3 | $7.59M | Sell |
44,337
-380
| -0.8% | -$69.7K | 3.32% | 4 |
|
|
2023
Q2 | $8.67M | Sell |
44,717
-930
| -2% | -$162K | 3.45% | 4 |
|
|
2023
Q1 | $7.53M | Sell |
45,647
-1,965
| -4% | -$290K | 3.06% | 4 |
|
|
2022
Q4 | $6.19M | Buy |
47,612
+57
| +0.1% | +$8.15K | 2.55% | 5 |
|
|
2022
Q3 | $6.57M | Sell |
47,555
-130
| -0.3% | -$20.4K | 2.99% | 5 |
|
|
2022
Q2 | $6.52M | Sell |
47,685
-75
| -0.2% | -$11.4K | 2.78% | 5 |
|
|
2022
Q1 | $8.34M | Buy |
47,760
+636
| +1% | +$107K | 3.04% | 4 |
|
|
2021
Q4 | $8.37M | Sell |
47,124
-7
| -0% | -$1.11K | 2.78% | 5 |
|
|
2021
Q3 | $6.67M | Buy |
47,131
+1,819
| +4% | +$268K | 2.46% | 8 |
|
|
2021
Q2 | $6.21M | Buy |
45,312
+249
| +0.6% | +$32.3K | 2.5% | 5 |
|
|
2021
Q1 | $5.5M | Sell |
45,063
-1,067
| -2% | -$137K | 2.4% | 5 |
|
|
2020
Q4 | $6.12M | Buy |
46,130
+19
| +0% | +$2.29K | 2.91% | 4 |
|
|
2020
Q3 | $5.34M | Sell |
46,111
-45
| -0.1% | -$4.91K | 2.94% | 3 |
|
|
2020
Q2 | $4.21M | Sell |
46,156
-5,612
| -11% | -$435K | 2.85% | 4 |
|
|
2020
Q1 | $3.29M | Buy |
51,768
+296
| +0.6% | +$21.8K | 2.69% | 5 |
|
|
2019
Q4 | $3.78M | Sell |
51,472
-1,180
| -2% | -$75.9K | 2.48% | 6 |
|
|
2019
Q3 | $2.95M | Sell |
52,652
-1,588
| -3% | -$83K | 2.06% | 8 |
|
|
2019
Q2 | $2.68M | Sell |
54,240
-5,384
| -9% | -$262K | 1.83% | 9 |
|
|
2019
Q1 | $2.83M | Buy |
59,624
+576
| +1% | +$24.4K | 1.79% | 10 |
|
|
2018
Q4 | $2.33M | Sell |
59,048
-13,420
| -19% | -$651K | 1.7% | 16 |
|
|
2018
Q3 | $4.09M | Sell |
72,468
-924
| -1% | -$48.1K | 2.34% | 8 |
|
|
2018
Q2 | $3.4M | Sell |
73,392
-8,808
| -11% | -$399K | 1.95% | 13 |
|
|
2018
Q1 | $3.45M | Sell |
82,200
-4,236
| -5% | -$182K | 1.71% | 14 |
|
|
2017
Q4 | $3.66M | Buy |
86,436
+2,964
| +4% | +$124K | 1.76% | 13 |
|
|
2017
Q3 | $3.22M | Sell |
83,472
-548
| -0.7% | -$21.3K | 1.59% | 14 |
|
|
2017
Q2 | $3.02M | Sell |
84,020
-15,088
| -15% | -$558K | 1.55% | 13 |
|
|
2017
Q1 | $3.56M | Sell |
99,108
-16,700
| -14% | -$550K | 1.78% | 11 |
|
|
2016
Q4 | $3.35M | Sell |
115,808
-16,816
| -13% | -$477K | 1.78% | 10 |
|
|
2016
Q3 | $3.75M | Sell |
132,624
-9,680
| -7% | -$256K | 1.84% | 8 |
|
|
2016
Q2 | $3.4M | Sell |
142,304
-20,804
| -13% | -$517K | 1.61% | 9 |
|
|
2016
Q1 | $4.44M | Buy |
163,108
+8,004
| +5% | +$199K | 2.15% | 7 |
|
|
2015
Q4 | $4.08M | Sell |
155,104
-44,168
| -22% | -$1.26M | 1.94% | 8 |
|
|
2015
Q3 | $5.5M | Sell |
199,272
-2,644
| -1% | -$77.5K | 2.34% | 6 |
|
|
2015
Q2 | $6.33M | Sell |
201,916
-4,160
| -2% | -$133K | 2.47% | 6 |
|
|
2015
Q1 | $6.41M | Buy |
206,076
+4,212
| +2% | +$127K | 2.57% | 7 |
|
|
2014
Q4 | $5.57M | Buy |
201,864
+3,384
| +2% | +$92.1K | 2.38% | 6 |
|
|
2014
Q3 | $5M | Sell |
198,480
-11,364
| -5% | -$279K | 2.19% | 6 |
|
|
2014
Q2 | $4.88M | Sell |
209,844
-21,632
| -9% | -$460K | 2.11% | 7 |
|
|
2014
Q1 | $4.44M | Buy |
231,476
+13,720
| +6% | +$261K | 2.07% | 10 |
|
|
2013
Q4 | $4.36M | Buy |
217,756
+23,912
| +12% | +$452K | 2.03% | 11 |
|
|
2013
Q3 | $3.3M | Buy |
193,844
+26,264
| +16% | +$435K | 1.57% | 13 |
|
|
2013
Q2 | $2.37M | Buy |
+167,580
| New | +$2.58M | 1.21% | 22 |
|
Other funds holding AAPL
VCM
VPM
