Carmel 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 | $10.2M | Sell |
49,492
-5,780
| -10% | -$1.19M | 3.42% | 12 |
|
|
2025
Q1 | $12.3M | Sell |
55,272
-140
| -0.3% | -$31.1K | 4.99% | 7 |
|
|
2024
Q4 | $13.9M | Sell |
55,412
-1,435
| -3% | -$359K | 5.24% | 5 |
|
|
2024
Q3 | $13.2M | Sell |
56,847
-720
| -1% | -$168K | 4.97% | 5 |
|
|
2024
Q2 | $12.1M | Buy |
57,567
+60
| +0.1% | +$12.6K | 4.72% | 8 |
|
|
2024
Q1 | $9.86M | Sell |
57,507
-7,907
| -12% | -$1.36M | 4.05% | 10 |
|
|
2023
Q4 | $12.6M | Sell |
65,414
-1,500
| -2% | -$289K | 6.05% | 4 |
|
|
2023
Q3 | $11.5M | Buy |
66,914
+160
| +0.2% | +$27.4K | 6.49% | 4 |
|
|
2023
Q2 | $12.9M | Sell |
66,754
-4,540
| -6% | -$881K | 6.73% | 4 |
|
|
2023
Q1 | $11.8M | Buy |
71,294
+1,925
| +3% | +$317K | 6.72% | 3 |
|
|
2022
Q4 | $9.01M | Sell |
69,369
-12,760
| -16% | -$1.66M | 5.56% | 3 |
|
|
2022
Q3 | $11.4M | Sell |
82,129
-360
| -0.4% | -$49.8K | 7.41% | 1 |
|
|
2022
Q2 | $11.3M | Buy |
82,489
+473
| +0.6% | +$64.7K | 6.99% | 2 |
|
|
2022
Q1 | $14.3M | Buy |
82,016
+1,251
| +2% | +$218K | 7.46% | 2 |
|
|
2021
Q4 | $14.3M | Buy |
+80,765
| New | +$14.3M | 7.04% | 2 |
|