Carl P. Sherr & Co’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.86M | Sell |
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|
2025
Q1 | $10.7M | Sell |
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|
2024
Q4 | $12.2M | Sell |
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|
2024
Q3 | $11.4M | Sell |
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|
2024
Q2 | $10.5M | Sell |
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|
2024
Q1 | $8.7M | Sell |
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|
2023
Q4 | $9.97M | Sell |
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|
2023
Q3 | $9.31M | Hold |
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|
2023
Q2 | $10.6M | Sell |
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|
2023
Q1 | $9.1M | Sell |
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|
2022
Q4 | $7.17M | Buy |
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|
2022
Q3 | $7.37M | Sell |
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|
2022
Q2 | $7.6M | Buy |
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|
2022
Q1 | $9.58M | Sell |
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|
2021
Q4 | $9.87M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $8.02M | Buy |
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|
2021
Q1 | $7.14M | Buy |
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|
2020
Q4 | $7.67M | Sell |
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|
2020
Q3 | $6.74M | Sell |
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|
2020
Q2 | $5.33M | Buy |
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|
2020
Q1 | $3.71M | Buy |
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|
2019
Q4 | $3.96M | Buy |
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