Congress Asset Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $360M | Sell |
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|
2025
Q2 | $292M | Sell |
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|
2025
Q1 | $320M | Sell |
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|
2024
Q4 | $362M | Buy |
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|
2024
Q3 | $335M | Sell |
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|
2024
Q2 | $303M | Buy |
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|
2024
Q1 | $243M | Buy |
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|
2023
Q4 | $266M | Buy |
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|
2023
Q3 | $236M | Sell |
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|
2023
Q2 | $268M | Buy |
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|
2023
Q1 | $223M | Buy |
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|
2022
Q4 | $174M | Sell |
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|
2022
Q3 | $191M | Buy |
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|
2022
Q2 | $187M | Sell |
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|
2022
Q1 | $239M | Sell |
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|
2021
Q4 | $247M | Sell |
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|
2021
Q3 | $221M | Buy |
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|
2021
Q2 | $205M | Sell |
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|
2021
Q1 | $186M | Sell |
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|
2020
Q4 | $207M | Sell |
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|
2020
Q3 | $200M | Sell |
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|
2020
Q2 | $178M | Sell |
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|
2020
Q1 | $126M | Sell |
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|
2019
Q4 | $155M | Sell |
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|
2019
Q3 | $124M | Sell |
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|
2019
Q2 | $111M | Buy |
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|
2019
Q1 | $106M | Buy |
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|
2018
Q4 | $87.4M | Sell |
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|
2018
Q3 | $127M | Sell |
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|
2018
Q2 | $111M | Sell |
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|
2018
Q1 | $102M | Sell |
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|
2017
Q4 | $105M | Sell |
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|
2017
Q3 | $99.9M | Buy |
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|
2017
Q2 | $84.5M | Sell |
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|
2017
Q1 | $88.2M | Sell |
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|
2016
Q4 | $75.6M | Sell |
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|
2016
Q3 | $77.7M | Sell |
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|
2016
Q2 | $67.2M | Sell |
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|
2016
Q1 | $78.1M | Sell |
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|
2015
Q4 | $77.1M | Sell |
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|
2015
Q3 | $82.2M | Buy |
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|
2015
Q2 | $80.8M | Sell |
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|
2015
Q1 | $95.6M | Sell |
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|
2014
Q4 | $92M | Sell |
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|
2014
Q3 | $87.7M | Sell |
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|
2014
Q2 | $85.7M | Sell |
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|
2014
Q1 | $76.4M | Sell |
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|
2013
Q4 | $83.1M | Sell |
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|
2013
Q3 | $72.7M | Sell |
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|
2013
Q2 | $61.4M | Buy |
|