CRB
Chad R. Baker’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.1M | Hold |
195,384
| – | – | 7.45% | 1 |
|
|
2025
Q1 | $43.4M | Sell |
195,384
-15,090
| -7% | -$3.35M | 8.84% | 1 |
|
|
2024
Q4 | $52.7M | Sell |
210,474
-20,000
| -9% | -$5.01M | 10.32% | 1 |
|
|
2024
Q3 | $53.7M | Sell |
230,474
-15,000
| -6% | -$3.5M | 10.55% | 1 |
|
|
2024
Q2 | $51.7M | Sell |
245,474
-10,080
| -4% | -$2.12M | 10.79% | 1 |
|
|
2024
Q1 | $43.8M | Sell |
255,554
-10
| -0% | -$1.72K | 9.33% | 1 |
|
|
2023
Q4 | $49.2M | Sell |
255,564
-10,225
| -4% | -$1.97M | 11.07% | 1 |
|
|
2023
Q3 | $45.5M | Sell |
265,789
-20
| -0% | -$3.42K | 11.49% | 1 |
|
|
2023
Q2 | $51.6M | Sell |
265,809
-11,251
| -4% | -$2.18M | 12.18% | 1 |
|
|
2023
Q1 | $45.7M | Buy |
277,060
+1,825
| +0.7% | +$301K | 11.61% | 1 |
|
|
2022
Q4 | $35.8M | Sell |
275,235
-65
| -0% | -$8.45K | 10.03% | 1 |
|
|
2022
Q3 | $38M | Sell |
275,300
-35
| -0% | -$4.84K | 10.84% | 1 |
|
|
2022
Q2 | $37.6M | Hold |
275,335
| – | – | 10.47% | 1 |
|
|
2022
Q1 | $48.1M | Sell |
275,335
-65
| -0% | -$11.4K | 10.84% | 1 |
|
|
2021
Q4 | $48.9M | Sell |
275,400
-8,600
| -3% | -$1.53M | 10.12% | 1 |
|
|
2021
Q3 | $40.2M | Hold |
284,000
| – | – | 9.01% | 1 |
|
|
2021
Q2 | $38.9M | Hold |
284,000
| – | – | 8.75% | 1 |
|
|
2021
Q1 | $34.7M | Sell |
284,000
-135
| -0% | -$16.5K | 8.31% | 1 |
|
|
2020
Q4 | $37.7M | Sell |
284,135
-10,445
| -4% | -$1.39M | 9.2% | 1 |
|
|
2020
Q3 | $34.1M | Buy |
294,580
+220,660
| +299% | +$25.6M | 9.19% | 1 |
|
|
2020
Q2 | $27M | Sell |
73,920
-115
| -0.2% | -$42K | 8.12% | 1 |
|
|
2020
Q1 | $18.8M | Hold |
74,035
| – | – | 7.31% | 1 |
|
|
2019
Q4 | $21.7M | Hold |
74,035
| – | – | 7.22% | 1 |
|
|
2019
Q3 | $16.6M | Hold |
74,035
| – | – | 5.89% | 1 |
|
|
2019
Q2 | $14.7M | Hold |
74,035
| – | – | 5.11% | 4 |
|
|
2019
Q1 | $14.1M | Hold |
74,035
| – | – | 5.09% | 2 |
|
|
2018
Q4 | $11.7M | Hold |
74,035
| – | – | 5.04% | 2 |
|
|
2018
Q3 | $16.7M | Hold |
74,035
| – | – | 6.09% | 2 |
|
|
2018
Q2 | $13.7M | Hold |
74,035
| – | – | 5.48% | 2 |
|
|
2018
Q1 | $12.4M | Hold |
74,035
| – | – | 4.9% | 2 |
|
|
2017
Q4 | $12.5M | Buy |
74,035
+950
| +1% | +$161K | 4.95% | 2 |
|
|
2017
Q3 | $11.3M | Sell |
73,085
-13,415
| -16% | -$2.07M | 4.43% | 3 |
|
|
2017
Q2 | $12.5M | Hold |
86,500
| – | – | 4.93% | 2 |
|
|
2017
Q1 | $12.4M | Buy |
86,500
+900
| +1% | +$129K | 5.05% | 3 |
|
|
2016
Q4 | $9.91M | Sell |
85,600
-350
| -0.4% | -$40.5K | 4.38% | 4 |
|
|
2016
Q3 | $9.72M | Hold |
85,950
| – | – | 4.18% | 4 |
|
|
2016
Q2 | $8.22M | Hold |
85,950
| – | – | 3.67% | 5 |
|
|
2016
Q1 | $9.37M | Sell |
85,950
-200
| -0.2% | -$21.8K | 4.25% | 4 |
|
|
2015
Q4 | $9.07M | Buy |
+86,150
| New | +$9.07M | 4.05% | 4 |
|