Clifford Swan Investment Counsel’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 | $140M | Sell |
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|
2025
Q1 | $153M | Sell |
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|
2024
Q4 | $174M | Sell |
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|
2024
Q3 | $164M | Sell |
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|
2024
Q2 | $152M | Sell |
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|
2024
Q1 | $125M | Sell |
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|
2023
Q4 | $147M | Sell |
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|
2023
Q3 | $132M | Sell |
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|
2023
Q2 | $153M | Sell |
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|
2023
Q1 | $133M | Sell |
|
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|
2022
Q4 | $108M | Sell |
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|
2022
Q3 | $118M | Sell |
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|
2022
Q2 | $120M | Sell |
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|
2022
Q1 | $154M | Sell |
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|
2021
Q4 | $160M | Sell |
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|
2021
Q3 | $136M | Sell |
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|
2021
Q2 | $136M | Sell |
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|
2021
Q1 | $117M | Sell |
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|
2020
Q4 | $131M | Sell |
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|
2020
Q3 | $121M | Sell |
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|
2020
Q2 | $99.3M | Sell |
|
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|
2020
Q1 | $71.2M | Sell |
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|
2019
Q4 | $86.7M | Sell |
|
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|
2019
Q3 | $70.2M | Sell |
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|
2019
Q2 | $63.3M | Sell |
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|
2019
Q1 | $61.7M | Buy |
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|
2018
Q4 | $50.4M | Sell |
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|
2018
Q3 | $73.8M | Sell |
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|
2018
Q2 | $61M | Sell |
|
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|
2018
Q1 | $56.5M | Sell |
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|
2017
Q4 | $57.8M | Buy |
|
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|
2017
Q3 | $52.4M | Sell |
|
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|
2017
Q2 | $50M | Sell |
|
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|
2017
Q1 | $51M | Sell |
|
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|
2016
Q4 | $41.5M | Sell |
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|
2016
Q3 | $41.2M | Buy |
|
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|
2016
Q2 | $34.4M | Sell |
|
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|
2016
Q1 | $40.3M | Buy |
|
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|
2015
Q4 | $38.2M | Buy |
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|
2015
Q3 | $39.1M | Buy |
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|
2015
Q2 | $43.1M | Sell |
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|
2015
Q1 | $43.4M | Sell |
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|
2014
Q4 | $38.9M | Sell |
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|
2014
Q3 | $35.6M | Sell |
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|
2014
Q2 | $33M | Buy |
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|
2014
Q1 | $27M | Buy |
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|
2013
Q4 | $26.3M | Buy |
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|
2013
Q3 | $22.3M | Buy |
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|
2013
Q2 | $17.5M | Buy |
|