Congress Park Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.57M | Sell |
36,910
-895
| -2% | -$184K | 2.48% | 14 |
|
2025
Q1 | $8.4M | Sell |
37,805
-4,166
| -10% | -$925K | 3.18% | 9 |
|
2024
Q4 | $10.5M | Sell |
41,971
-1,699
| -4% | -$425K | 3.82% | 5 |
|
2024
Q3 | $10.2M | Sell |
43,670
-3,235
| -7% | -$754K | 3.77% | 7 |
|
2024
Q2 | $9.88M | Buy |
46,905
+1,254
| +3% | +$264K | 3.97% | 4 |
|
2024
Q1 | $7.83M | Sell |
45,651
-5,839
| -11% | -$1M | 3.46% | 9 |
|
2023
Q4 | $9.91M | Sell |
51,490
-2,646
| -5% | -$509K | 4.84% | 2 |
|
2023
Q3 | $9.27M | Sell |
54,136
-1,321
| -2% | -$226K | 4.82% | 2 |
|
2023
Q2 | $10.8M | Sell |
55,457
-3,547
| -6% | -$688K | 5.37% | 1 |
|
2023
Q1 | $9.73M | Sell |
59,004
-106
| -0.2% | -$17.5K | 5.06% | 1 |
|
2022
Q4 | $7.68M | Buy |
59,110
+472
| +0.8% | +$61.3K | 4.5% | 2 |
|
2022
Q3 | $8.1M | Buy |
58,638
+160
| +0.3% | +$22.1K | 4.69% | 1 |
|
2022
Q2 | $8M | Buy |
58,478
+2,025
| +4% | +$277K | 4.86% | 2 |
|
2022
Q1 | $9.86M | Buy |
56,453
+2,608
| +5% | +$455K | 4.94% | 2 |
|
2021
Q4 | $9.56M | Sell |
53,845
-519
| -1% | -$92.2K | 4.71% | 1 |
|
2021
Q3 | $7.69M | Buy |
54,364
+824
| +2% | +$117K | 3.94% | 4 |
|
2021
Q2 | $7.33M | Buy |
53,540
+1,358
| +3% | +$186K | 3.67% | 5 |
|
2021
Q1 | $6.37M | Buy |
52,182
+742
| +1% | +$90.6K | 3.56% | 6 |
|
2020
Q4 | $6.83M | Buy |
51,440
+716
| +1% | +$95K | 4.04% | 6 |
|
2020
Q3 | $5.87M | Buy |
50,724
+4
| +0% | +$463 | 3.64% | 6 |
|
2020
Q2 | $4.63M | Sell |
50,720
-27,436
| -35% | -$2.5M | 3.55% | 9 |
|
2020
Q1 | $4.97M | Buy |
78,156
+20,860
| +36% | +$1.33M | 4.48% | 5 |
|
2019
Q4 | $4.21M | Sell |
57,296
-8,688
| -13% | -$638K | 3.1% | 8 |
|
2019
Q3 | $3.7M | Sell |
65,984
-280
| -0.4% | -$15.7K | 3.1% | 8 |
|
2019
Q2 | $3.44M | Sell |
66,264
-39,632
| -37% | -$2.06M | 2.72% | 9 |
|
2019
Q1 | $5.03M | Buy |
105,896
+1,264
| +1% | +$60K | 4.35% | 3 |
|
2018
Q4 | $4.13M | Buy |
104,632
+24,124
| +30% | +$951K | 4.54% | 3 |
|
2018
Q3 | $4.54M | Buy |
80,508
+5,948
| +8% | +$336K | 4.08% | 2 |
|
2018
Q2 | $3.45M | Buy |
74,560
+80
| +0.1% | +$3.7K | 3.31% | 5 |
|
2018
Q1 | $3.12M | Buy |
74,480
+196
| +0.3% | +$8.22K | 3.21% | 5 |
|
2017
Q4 | $3.14M | Buy |
+74,284
| New | +$3.14M | 3.17% | 3 |
|