Charter Research & Investment Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
67,918
-1,238
| -2% | -$254K | 10.41% | 1 |
|
|
2025
Q1 | $15.4M | Sell |
69,156
-575
| -0.8% | -$128K | 11.75% | 1 |
|
|
2024
Q4 | $17.5M | Sell |
69,731
-2,671
| -4% | -$669K | 13.3% | 1 |
|
|
2024
Q3 | $16.9M | Sell |
72,402
-1,828
| -2% | -$426K | 12.44% | 1 |
|
|
2024
Q2 | $15.6M | Sell |
74,230
-1,200
| -2% | -$253K | 12.32% | 1 |
|
|
2024
Q1 | $12.9M | Sell |
75,430
-860
| -1% | -$147K | 10.26% | 1 |
|
|
2023
Q4 | $14.7M | Sell |
76,290
-1,621
| -2% | -$312K | 12.19% | 1 |
|
|
2023
Q3 | $13.3M | Sell |
77,911
-4,305
| -5% | -$737K | 12.01% | 1 |
|
|
2023
Q2 | $15.9M | Sell |
82,216
-1,283
| -2% | -$249K | 13.23% | 1 |
|
|
2023
Q1 | $13.8M | Buy |
83,499
+1,004
| +1% | +$166K | 12.06% | 1 |
|
|
2022
Q4 | $10.7M | Sell |
82,495
-305
| -0.4% | -$39.6K | 10.28% | 1 |
|
|
2022
Q3 | $11.4M | Sell |
82,800
-639
| -0.8% | -$88.3K | 11.57% | 1 |
|
|
2022
Q2 | $11.4M | Sell |
83,439
-59
| -0.1% | -$8.07K | 10.37% | 1 |
|
|
2022
Q1 | $14.6M | Sell |
83,498
-259
| -0.3% | -$45.2K | 11.83% | 1 |
|
|
2021
Q4 | $14.9M | Buy |
83,757
+40
| +0% | +$7.1K | 11.71% | 1 |
|
|
2021
Q3 | $11.8M | Sell |
83,717
-990
| -1% | -$140K | 9.83% | 1 |
|
|
2021
Q2 | $11.6M | Sell |
84,707
-4,021
| -5% | -$551K | 9.61% | 1 |
|
|
2021
Q1 | $10.8M | Sell |
88,728
-485
| -0.5% | -$59.2K | 9.47% | 1 |
|
|
2020
Q4 | $11.8M | Sell |
89,213
-875
| -1% | -$116K | 11.39% | 1 |
|
|
2020
Q3 | $10.4M | Sell |
90,088
-1,320
| -1% | -$153K | 11.42% | 1 |
|
|
2020
Q2 | $8.34M | Sell |
91,408
-780
| -0.8% | -$71.1K | 9.61% | 1 |
|
|
2020
Q1 | $5.86M | Sell |
92,188
-1,560
| -2% | -$99.2K | 7.72% | 1 |
|
|
2019
Q4 | $6.88M | Buy |
93,748
+824
| +0.9% | +$60.5K | 7% | 1 |
|
|
2019
Q3 | $5.2M | Sell |
92,924
-1,660
| -2% | -$92.9K | 5.64% | 1 |
|
|
2019
Q2 | $4.68M | Sell |
94,584
-2,800
| -3% | -$139K | 5.21% | 2 |
|
|
2019
Q1 | $4.63M | Buy |
97,384
+740
| +0.8% | +$35.1K | 5.12% | 2 |
|
|
2018
Q4 | $3.81M | Sell |
96,644
-980
| -1% | -$38.6K | 4.81% | 3 |
|
|
2018
Q3 | $5.51M | Sell |
97,624
-1,320
| -1% | -$74.5K | 6.01% | 1 |
|
|
2018
Q2 | $4.58M | Sell |
98,944
-320
| -0.3% | -$14.8K | 5.25% | 1 |
|
|
2018
Q1 | $4.16M | Sell |
99,264
-4,236
| -4% | -$178K | 4.97% | 1 |
|
|
2017
Q4 | $4.38M | Buy |
+103,500
| New | +$4.38M | 4.92% | 1 |
|
|
2016
Q3 | $3.69M | Buy |
130,668
+2,220
| +2% | +$62.7K | 4.33% | 4 |
|
|
2016
Q2 | $3.07M | Buy |
128,448
+1,460
| +1% | +$34.9K | 3.51% | 6 |
|
|
2016
Q1 | $3.46M | Sell |
126,988
-3,440
| -3% | -$93.7K | 3.97% | 4 |
|
|
2015
Q4 | $3.43M | Buy |
130,428
+196
| +0.2% | +$5.16K | 3.98% | 4 |
|
|
2015
Q3 | $3.59M | Sell |
130,232
-144
| -0.1% | -$3.97K | 4.74% | 3 |
|
|
2015
Q2 | $4.09M | Sell |
130,376
-428
| -0.3% | -$13.4K | 4.54% | 2 |
|
|
2015
Q1 | $4.07M | Sell |
130,804
-1,524
| -1% | -$47.4K | 4.5% | 2 |
|
|
2014
Q4 | $3.65M | Buy |
+132,328
| New | +$3.65M | 4% | 3 |
|