Brookmont 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 | $224K | Buy |
1,092
+126
| +13% | +$25.8K | 0.13% | 52 |
|
|
2025
Q1 | $214K | Sell |
966
-99
| -9% | -$22K | 0.12% | 52 |
|
|
2024
Q4 | $267K | Buy |
1,065
+135
| +15% | +$33.8K | 0.14% | 50 |
|
|
2024
Q3 | $217K | Buy |
+930
| New | +$217K | 0.11% | 54 |
|
|
2022
Q2 | – | Sell |
-1,538
| Closed | -$269K | – | 47 |
|
|
2022
Q1 | $269K | Hold |
1,538
| – | – | 0.16% | 49 |
|
|
2021
Q4 | $273K | Buy |
1,538
+89
| +6% | +$15.8K | 0.14% | 50 |
|
|
2021
Q3 | $205K | Sell |
1,449
-20
| -1% | -$2.83K | 0.12% | 54 |
|
|
2021
Q2 | $201K | Buy |
+1,469
| New | +$201K | 0.12% | 55 |
|
|
2020
Q2 | – | Sell |
-3,316
| Closed | -$211K | – | 50 |
|
|
2020
Q1 | $211K | Sell |
3,316
-2,296
| -41% | -$146K | 0.17% | 58 |
|
|
2019
Q4 | $412K | Sell |
5,612
-1,436
| -20% | -$105K | 0.25% | 55 |
|
|
2019
Q3 | $395K | Sell |
7,048
-112
| -2% | -$6.28K | 0.23% | 60 |
|
|
2019
Q2 | $354K | Sell |
7,160
-56
| -0.8% | -$2.77K | 0.21% | 59 |
|
|
2019
Q1 | $343K | Buy |
7,216
+200
| +3% | +$9.51K | 0.21% | 59 |
|
|
2018
Q4 | $277K | Buy |
7,016
+208
| +3% | +$8.21K | 0.19% | 63 |
|
|
2018
Q3 | $384K | Hold |
6,808
| – | – | 0.23% | 57 |
|
|
2018
Q2 | $315K | Buy |
6,808
+968
| +17% | +$44.8K | 0.2% | 60 |
|
|
2018
Q1 | $245K | Sell |
5,840
-176
| -3% | -$7.38K | 0.16% | 62 |
|
|
2017
Q4 | $255K | Buy |
6,016
+448
| +8% | +$19K | 0.11% | 60 |
|
|
2017
Q3 | $215K | Buy |
+5,568
| New | +$215K | 0.12% | 61 |
|