Butensky & Cohen Financial Security’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35M | Buy |
26,087
+401
| +2% | +$82.3K | 1.59% | 21 |
|
|
2025
Q1 | $5.71M | Sell |
25,686
-338
| -1% | -$75.1K | 1.75% | 10 |
|
|
2024
Q4 | $6.52M | Sell |
26,024
-57
| -0.2% | -$14.3K | 2.05% | 1 |
|
|
2024
Q3 | $6.08M | Sell |
26,081
-985
| -4% | -$230K | 1.8% | 3 |
|
|
2024
Q2 | $5.7M | Buy |
27,066
+125
| +0.5% | +$26.3K | 1.81% | 3 |
|
|
2024
Q1 | $4.62M | Sell |
26,941
-73
| -0.3% | -$12.5K | 1.44% | 31 |
|
|
2023
Q4 | $5.2M | Sell |
27,014
-196
| -0.7% | -$37.7K | 1.73% | 6 |
|
|
2023
Q3 | $4.66M | Buy |
27,210
+633
| +2% | +$108K | 1.69% | 9 |
|
|
2023
Q2 | $5.16M | Sell |
26,577
-2,597
| -9% | -$504K | 1.85% | 1 |
|
|
2023
Q1 | $4.81M | Buy |
29,174
+376
| +1% | +$62K | 1.73% | 6 |
|
|
2022
Q4 | $3.74M | Buy |
28,798
+390
| +1% | +$50.7K | 1.38% | 38 |
|
|
2022
Q3 | $3.93M | Buy |
28,408
+2,167
| +8% | +$299K | 1.63% | 15 |
|
|
2022
Q2 | $3.59M | Sell |
26,241
-790
| -3% | -$108K | 1.47% | 24 |
|
|
2022
Q1 | $4.72M | Sell |
27,031
-150
| -0.6% | -$26.2K | 1.66% | 7 |
|
|
2021
Q4 | $4.83M | Sell |
27,181
-320
| -1% | -$56.8K | 1.72% | 4 |
|
|
2021
Q3 | $3.89M | Sell |
27,501
-872
| -3% | -$123K | 1.55% | 10 |
|
|
2021
Q2 | $3.89M | Buy |
28,373
+324
| +1% | +$44.4K | 1.54% | 13 |
|
|
2021
Q1 | $3.43M | Sell |
28,049
-590
| -2% | -$72.1K | 1.42% | 34 |
|
|
2020
Q4 | $3.8M | Sell |
28,639
-601
| -2% | -$79.7K | 1.72% | 2 |
|
|
2020
Q3 | $3.39M | Sell |
29,240
-6,224
| -18% | -$721K | 1.79% | 2 |
|
|
2020
Q2 | $3.23M | Sell |
35,464
-5,876
| -14% | -$536K | 1.84% | 2 |
|
|
2020
Q1 | $2.63M | Sell |
41,340
-6,520
| -14% | -$414K | 1.98% | 5 |
|
|
2019
Q4 | $3.51M | Sell |
47,860
-6,540
| -12% | -$480K | 2.01% | 1 |
|
|
2019
Q3 | $3.05M | Buy |
54,400
+2,564
| +5% | +$144K | 1.83% | 3 |
|
|
2019
Q2 | $2.57M | Buy |
51,836
+1,856
| +4% | +$91.8K | 1.71% | 14 |
|
|
2019
Q1 | $2.37M | Buy |
49,980
+7,352
| +17% | +$349K | 1.72% | 13 |
|
|
2018
Q4 | $1.68M | Buy |
42,628
+40
| +0.1% | +$1.58K | 1.49% | 34 |
|
|
2018
Q3 | $2.4M | Sell |
42,588
-9,592
| -18% | -$541K | 1.93% | 3 |
|
|
2018
Q2 | $2.42M | Sell |
52,180
-3,164
| -6% | -$146K | 2.04% | 1 |
|
|
2018
Q1 | $2.32M | Sell |
55,344
-828
| -1% | -$34.7K | 2.04% | 3 |
|
|
2017
Q4 | $2.38M | Sell |
56,172
-2,068
| -4% | -$87.5K | 1.97% | 5 |
|
|
2017
Q3 | $2.24M | Sell |
58,240
-2,192
| -4% | -$84.5K | 1.99% | 6 |
|
|
2017
Q2 | $2.18M | Sell |
60,432
-4,416
| -7% | -$159K | 1.96% | 2 |
|
|
2017
Q1 | $2.33M | Sell |
64,848
-9,468
| -13% | -$340K | 2.13% | 1 |
|
|
2016
Q4 | $2.15M | Buy |
74,316
+740
| +1% | +$21.4K | 1.98% | 6 |
|
|
2016
Q3 | $2.08M | Buy |
73,576
+1,032
| +1% | +$29.2K | 2% | 6 |
|
|
2016
Q2 | $1.73M | Buy |
72,544
+3,288
| +5% | +$78.6K | 1.7% | 20 |
|
|
2016
Q1 | $1.89M | Buy |
69,256
+3,636
| +6% | +$99.1K | 1.81% | 15 |
|
|
2015
Q4 | $1.73M | Buy |
65,620
+1,816
| +3% | +$47.8K | 1.7% | 18 |
|
|
2015
Q3 | $1.76M | Buy |
63,804
+3,604
| +6% | +$99.4K | 1.88% | 17 |
|
|
2015
Q2 | $1.89M | Sell |
60,200
-52
| -0.1% | -$1.63K | 1.9% | 11 |
|
|
2015
Q1 | $1.87M | Sell |
60,252
-5,276
| -8% | -$164K | 1.86% | 14 |
|
|
2014
Q4 | $1.81M | Buy |
+65,528
| New | +$1.81M | 1.82% | 16 |
|