CDH
Charles D. Hyman’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $101M | Sell |
481,246
-904
| -0.2% | -$190K | 5.65% | 3 |
|
2024
Q1 | $82.7M | Sell |
482,150
-1,041
| -0.2% | -$179K | 4.57% | 3 |
|
2023
Q4 | $93M | Sell |
483,191
-2,686
| -0.6% | -$517K | 5.56% | 3 |
|
2023
Q3 | $83.2M | Sell |
485,877
-88
| -0% | -$15.1K | 5.41% | 3 |
|
2023
Q2 | $94.3M | Buy |
485,965
+1,155
| +0.2% | +$224K | 5.91% | 2 |
|
2023
Q1 | $79.9M | Buy |
484,810
+12,190
| +3% | +$2.01M | 5.34% | 2 |
|
2022
Q4 | $61.4M | Buy |
472,620
+420
| +0.1% | +$54.6K | 4.19% | 3 |
|
2022
Q3 | $65.3M | Buy |
472,200
+606
| +0.1% | +$83.7K | 5.02% | 2 |
|
2022
Q2 | $64.5M | Sell |
471,594
-1,976
| -0.4% | -$270K | 4.69% | 3 |
|
2022
Q1 | $82.7M | Buy |
473,570
+1,426
| +0.3% | +$249K | 5.22% | 3 |
|
2021
Q4 | $83.8M | Buy |
472,144
+656
| +0.1% | +$116K | 5.31% | 3 |
|
2021
Q3 | $66.7M | Buy |
471,488
+5,225
| +1% | +$739K | 4.66% | 3 |
|
2021
Q2 | $63.9M | Sell |
466,263
-694
| -0.1% | -$95.1K | 4.46% | 3 |
|
2021
Q1 | $57M | Buy |
466,957
+12,906
| +3% | +$1.58M | 4.18% | 3 |
|
2020
Q4 | $60.2M | Buy |
454,051
+8,784
| +2% | +$1.17M | 4.82% | 2 |
|
2020
Q3 | $51.6M | Buy |
445,267
+333,700
| +299% | +$38.6M | 4.56% | 3 |
|
2020
Q2 | $40.7M | Buy |
111,567
+13,981
| +14% | +$5.1M | 3.93% | 4 |
|
2020
Q1 | $24.8M | Sell |
97,586
-987
| -1% | -$251K | 3.12% | 5 |
|
2019
Q4 | $28.9M | Sell |
98,573
-72
| -0.1% | -$21.1K | 2.84% | 5 |
|
2019
Q3 | $22.1M | Buy |
98,645
+151
| +0.2% | +$33.8K | 2.31% | 11 |
|
2019
Q2 | $19.5M | Buy |
98,494
+3,245
| +3% | +$642K | 2.03% | 17 |
|
2019
Q1 | $18.1M | Buy |
95,249
+2,057
| +2% | +$391K | 1.86% | 17 |
|
2018
Q4 | $14.7M | Sell |
93,192
-689
| -0.7% | -$109K | 1.74% | 20 |
|
2018
Q3 | $21.2M | Buy |
93,881
+2,447
| +3% | +$552K | 2.2% | 11 |
|
2018
Q2 | $16.9M | Buy |
91,434
+9,035
| +11% | +$1.67M | 1.9% | 19 |
|
2018
Q1 | $13.8M | Buy |
82,399
+1,029
| +1% | +$173K | 1.59% | 20 |
|
2017
Q4 | $13.8M | Buy |
81,370
+3,115
| +4% | +$527K | 1.58% | 21 |
|
2017
Q3 | $12.1M | Sell |
78,255
-1,040
| -1% | -$160K | 1.5% | 25 |
|
2017
Q2 | $11.4M | Buy |
79,295
+3,982
| +5% | +$573K | 1.46% | 26 |
|
2017
Q1 | $10.8M | Buy |
75,313
+6,513
| +9% | +$936K | 1.44% | 29 |
|
2016
Q4 | $7.97M | Buy |
68,800
+1,613
| +2% | +$187K | 1.12% | 38 |
|
2016
Q3 | $7.6M | Buy |
67,187
+1,670
| +3% | +$189K | 1.13% | 40 |
|
2016
Q2 | $6.26M | Buy |
65,517
+7,905
| +14% | +$756K | 0.94% | 41 |
|
2016
Q1 | $6.28M | Buy |
57,612
+10,222
| +22% | +$1.11M | 0.99% | 40 |
|
2015
Q4 | $4.99M | Buy |
47,390
+4,403
| +10% | +$463K | 0.82% | 42 |
|
2015
Q3 | $4.74M | Buy |
42,987
+1,806
| +4% | +$199K | 0.83% | 42 |
|
2015
Q2 | $5.17M | Buy |
41,181
+1
| +0% | +$125 | 0.83% | 42 |
|
2015
Q1 | $5.12M | Buy |
41,180
+1,238
| +3% | +$154K | 0.82% | 43 |
|
2014
Q4 | $4.41M | Buy |
39,942
+3,873
| +11% | +$428K | 0.71% | 48 |
|
2014
Q3 | $3.63M | Buy |
36,069
+11,264
| +45% | +$1.13M | 0.61% | 53 |
|
2014
Q2 | $2.31M | Buy |
24,805
+21,450
| +639% | +$1.99M | 0.39% | 62 |
|
2014
Q1 | $1.8M | Buy |
3,355
+21
| +0.6% | +$11.3K | 0.33% | 67 |
|
2013
Q4 | $1.87M | Hold |
3,334
| – | – | 0.34% | 68 |
|
2013
Q3 | $1.59M | Buy |
3,334
+25
| +0.8% | +$11.9K | 0.32% | 71 |
|
2013
Q2 | $1.31M | Buy |
+3,309
| New | +$1.31M | 0.27% | 77 |
|