Capital Insight 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 | $12.6M | Buy |
61,254
+1,127
| +2% | +$231K | 2.18% | 10 |
|
|
2025
Q1 | $13.4M | Sell |
60,127
-275
| -0.5% | -$61.1K | 2.33% | 8 |
|
|
2024
Q4 | $15.1M | Buy |
60,402
+112
| +0.2% | +$28K | 2.61% | 8 |
|
|
2024
Q3 | $14M | Sell |
60,290
-81
| -0.1% | -$18.9K | 2.46% | 8 |
|
|
2024
Q2 | $12.7M | Sell |
60,371
-4,797
| -7% | -$1.01M | 2.4% | 7 |
|
|
2024
Q1 | $11.2M | Buy |
65,168
+1,479
| +2% | +$254K | 2.09% | 8 |
|
|
2023
Q4 | $12.3M | Buy |
63,689
+550
| +0.9% | +$106K | 2.51% | 7 |
|
|
2023
Q3 | $10.8M | Buy |
63,139
+1,755
| +3% | +$300K | 2.46% | 7 |
|
|
2023
Q2 | $11.9M | Sell |
61,384
-1,302
| -2% | -$253K | 2.66% | 7 |
|
|
2023
Q1 | $10.3M | Buy |
62,686
+970
| +2% | +$160K | 2.43% | 7 |
|
|
2022
Q4 | $8.02M | Buy |
61,716
+634
| +1% | +$82.4K | 2.08% | 9 |
|
|
2022
Q3 | $8.44M | Sell |
61,082
-4,648
| -7% | -$642K | 2.27% | 8 |
|
|
2022
Q2 | $8.99M | Sell |
65,730
-4,231
| -6% | -$578K | 2.1% | 8 |
|
|
2022
Q1 | $12.2M | Buy |
69,961
+1,490
| +2% | +$260K | 2.49% | 6 |
|
|
2021
Q4 | $12.2M | Sell |
68,471
-3,354
| -5% | -$596K | 2.47% | 7 |
|
|
2021
Q3 | $10.2M | Sell |
71,825
-1,213
| -2% | -$172K | 2.21% | 7 |
|
|
2021
Q2 | $10M | Buy |
73,038
+2,962
| +4% | +$406K | 2.26% | 6 |
|
|
2021
Q1 | $8.56M | Sell |
70,076
-14,315
| -17% | -$1.75M | 2.08% | 7 |
|
|
2020
Q4 | $11.2M | Sell |
84,391
-9,077
| -10% | -$1.2M | 2.82% | 4 |
|
|
2020
Q3 | $10.8M | Sell |
93,468
-3,860
| -4% | -$447K | 3.04% | 4 |
|
|
2020
Q2 | $8.88M | Buy |
97,328
+36,976
| +61% | +$3.37M | 2.8% | 4 |
|
|
2020
Q1 | $3.84M | Buy |
60,352
+1,512
| +3% | +$96.1K | 2.03% | 9 |
|
|
2019
Q4 | $4.32M | Sell |
58,840
-1,532
| -3% | -$112K | 1.98% | 11 |
|
|
2019
Q3 | $3.38M | Sell |
60,372
-996
| -2% | -$55.8K | 2.95% | 2 |
|
|
2019
Q2 | $3.04M | Buy |
61,368
+36
| +0.1% | +$1.78K | 2.64% | 4 |
|
|
2019
Q1 | $2.91M | Buy |
61,332
+3,952
| +7% | +$188K | 2.63% | 6 |
|
|
2018
Q4 | $2.26M | Buy |
57,380
+1,556
| +3% | +$61.4K | 2.34% | 10 |
|
|
2018
Q3 | $3.15M | Sell |
55,824
-13,144
| -19% | -$742K | 2.77% | 5 |
|
|
2018
Q2 | $3.19M | Sell |
68,968
-500
| -0.7% | -$23.1K | 2.62% | 8 |
|
|
2018
Q1 | $2.91M | Buy |
69,468
+44,300
| +176% | +$1.86M | 2.37% | 12 |
|
|
2017
Q4 | $1.07M | Buy |
25,168
+1,172
| +5% | +$49.6K | 0.83% | 54 |
|
|
2017
Q3 | $925K | Buy |
23,996
+1,012
| +4% | +$39K | 0.78% | 54 |
|
|
2017
Q2 | $828K | Sell |
22,984
-756
| -3% | -$27.2K | 0.73% | 55 |
|
|
2017
Q1 | $853K | Sell |
23,740
-1,040
| -4% | -$37.4K | 0.77% | 53 |
|
|
2016
Q4 | $718K | Buy |
24,780
+1,192
| +5% | +$34.5K | 0.71% | 54 |
|
|
2016
Q3 | $667K | Buy |
23,588
+5,596
| +31% | +$158K | 0.64% | 52 |
|
|
2016
Q2 | $430K | Buy |
17,992
+100
| +0.6% | +$2.39K | 0.41% | 49 |
|
|
2016
Q1 | $488K | Buy |
17,892
+1,096
| +7% | +$29.9K | 0.5% | 45 |
|
|
2015
Q4 | $442K | Hold |
16,796
| – | – | 0.45% | 45 |
|
|
2015
Q3 | $463K | Hold |
16,796
| – | – | 0.43% | 43 |
|
|
2015
Q2 | $527K | Buy |
+16,796
| New | +$527K | 0.45% | 46 |
|