Broadleaf 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 | $19.7M | Sell |
95,836
-18,412
| -16% | -$3.78M | 4.33% | 4 |
|
|
2025
Q1 | $25.4M | Sell |
114,248
-1,909
| -2% | -$424K | 6.64% | 1 |
|
|
2024
Q4 | $29.1M | Sell |
116,157
-3,001
| -3% | -$752K | 6.79% | 2 |
|
|
2024
Q3 | $27.8M | Sell |
119,158
-435
| -0.4% | -$101K | 6.57% | 1 |
|
|
2024
Q2 | $25.2M | Buy |
119,593
+36,111
| +43% | +$7.61M | 6.09% | 3 |
|
|
2024
Q1 | $14.3M | Sell |
83,482
-28,563
| -25% | -$4.9M | 3.67% | 7 |
|
|
2023
Q4 | $21.6M | Buy |
112,045
+1,039
| +0.9% | +$200K | 6.32% | 2 |
|
|
2023
Q3 | $19M | Sell |
111,006
-591
| -0.5% | -$101K | 6.35% | 2 |
|
|
2023
Q2 | $21.6M | Sell |
111,597
-14,006
| -11% | -$2.72M | 7.06% | 2 |
|
|
2023
Q1 | $20.7M | Buy |
125,603
+2,235
| +2% | +$369K | 7.39% | 1 |
|
|
2022
Q4 | $16M | Sell |
123,368
-1,213
| -1% | -$158K | 6.32% | 1 |
|
|
2022
Q3 | $17.2M | Sell |
124,581
-372
| -0.3% | -$51.4K | 7.16% | 1 |
|
|
2022
Q2 | $17.1M | Buy |
124,953
+2,901
| +2% | +$397K | 7.14% | 2 |
|
|
2022
Q1 | $21.3M | Buy |
122,052
+118
| +0.1% | +$20.6K | 7.1% | 1 |
|
|
2021
Q4 | $21.7M | Sell |
121,934
-863
| -0.7% | -$153K | 6.65% | 2 |
|
|
2021
Q3 | $17.4M | Buy |
122,797
+5,416
| +5% | +$766K | 5.75% | 4 |
|
|
2021
Q2 | $16.1M | Sell |
117,381
-22,851
| -16% | -$3.13M | 5.59% | 3 |
|
|
2021
Q1 | $17.1M | Buy |
140,232
+5,291
| +4% | +$646K | 6.45% | 3 |
|
|
2020
Q4 | $17.9M | Buy |
134,941
+8,897
| +7% | +$1.18M | 7.07% | 2 |
|
|
2020
Q3 | $14.6M | Sell |
126,044
-588
| -0.5% | -$68.1K | 6.43% | 3 |
|
|
2020
Q2 | $11.5M | Buy |
126,632
+1,512
| +1% | +$138K | 5.66% | 3 |
|
|
2020
Q1 | $7.95M | Sell |
125,120
-10,860
| -8% | -$690K | 5.13% | 3 |
|
|
2019
Q4 | $9.98M | Sell |
135,980
-15,220
| -10% | -$1.12M | 5.47% | 2 |
|
|
2019
Q3 | $8.47M | Buy |
151,200
+3,532
| +2% | +$198K | 5.29% | 2 |
|
|
2019
Q2 | $7.31M | Sell |
147,668
-17,476
| -11% | -$865K | 4.67% | 4 |
|
|
2019
Q1 | $7.84M | Sell |
165,144
-2,400
| -1% | -$114K | 5.47% | 3 |
|
|
2018
Q4 | $6.61M | Sell |
167,544
-1,500
| -0.9% | -$59.2K | 5.28% | 3 |
|
|
2018
Q3 | $9.54M | Sell |
169,044
-3,340
| -2% | -$188K | 6.4% | 1 |
|
|
2018
Q2 | $7.98M | Buy |
172,384
+648
| +0.4% | +$30K | 5.85% | 1 |
|
|
2018
Q1 | $7.2M | Sell |
171,736
-2,920
| -2% | -$122K | 5.54% | 1 |
|
|
2017
Q4 | $7.39M | Buy |
+174,656
| New | +$7.39M | 6.14% | 2 |
|