Courage Miller Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
8,524
-406
| -5% | -$83.3K | 0.55% | 25 |
|
|
2025
Q1 | $1.98M | Sell |
8,930
-199
| -2% | -$44.2K | 0.67% | 23 |
|
|
2024
Q4 | $2.22M | Buy |
9,129
+2
| +0% | +$485 | 0.76% | 23 |
|
|
2024
Q3 | $2.11M | Buy |
9,127
+4
| +0% | +$923 | 0.71% | 23 |
|
|
2024
Q2 | $2.14M | Sell |
9,123
-343
| -4% | -$80.4K | 0.77% | 22 |
|
|
2024
Q1 | $1.6M | Sell |
9,466
-2,490
| -21% | -$420K | 0.55% | 28 |
|
|
2023
Q4 | $2.2M | Buy |
11,956
+369
| +3% | +$68K | 0.83% | 22 |
|
|
2023
Q3 | $2.01M | Sell |
11,587
-285
| -2% | -$49.3K | 0.82% | 21 |
|
|
2023
Q2 | $2.3M | Sell |
11,872
-558
| -4% | -$108K | 0.96% | 21 |
|
|
2023
Q1 | $2.05M | Buy |
12,430
+2,707
| +28% | +$446K | 0.87% | 21 |
|
|
2022
Q4 | $1.26M | Buy |
9,723
+1,544
| +19% | +$201K | 0.58% | 28 |
|
|
2022
Q3 | $1.13M | Buy |
8,179
+345
| +4% | +$47.7K | 0.57% | 27 |
|
|
2022
Q2 | $1.07M | Hold |
7,834
| – | – | 0.51% | 28 |
|
|
2022
Q1 | $1.37M | Buy |
7,834
+923
| +13% | +$161K | 0.54% | 26 |
|
|
2021
Q4 | $1.23M | Buy |
6,911
+11
| +0.2% | +$1.95K | 0.46% | 33 |
|
|
2021
Q3 | $976K | Sell |
6,900
-620
| -8% | -$87.7K | 0.39% | 37 |
|
|
2021
Q2 | $1.03M | Hold |
7,520
| – | – | 0.42% | 39 |
|
|
2021
Q1 | $919K | Hold |
7,520
| – | – | 0.4% | 39 |
|
|
2020
Q4 | $998K | Buy |
7,520
+5,730
| +320% | +$760K | 0.46% | 36 |
|
|
2020
Q3 | $653K | Sell |
1,790
-5,370
| -75% | -$1.96M | 0.35% | 47 |
|
|
2020
Q2 | $652K | Buy |
7,160
+1,240
| +21% | +$113K | 0.35% | 47 |
|
|
2020
Q1 | $376K | Sell |
5,920
-780
| -12% | -$49.5K | 0.23% | 56 |
|
|
2019
Q4 | $492K | Hold |
6,700
| – | – | 0.25% | 58 |
|
|
2019
Q3 | $375K | Sell |
6,700
-4,788
| -42% | -$268K | 0.21% | 60 |
|
|
2019
Q2 | $568K | Buy |
11,488
+4,800
| +72% | +$237K | 0.31% | 52 |
|
|
2019
Q1 | $317K | Buy |
6,688
+1,388
| +26% | +$65.8K | 0.18% | 63 |
|
|
2018
Q4 | $209K | Buy |
+5,300
| New | +$209K | 0.12% | 68 |
|
|
2017
Q1 | – | Sell |
-23,608
| Closed | -$684K | – | 60 |
|
|
2016
Q4 | $684K | Buy |
23,608
+2,648
| +13% | +$76.7K | 0.48% | 47 |
|
|
2016
Q3 | $592K | Sell |
20,960
-684
| -3% | -$19.3K | 0.41% | 48 |
|
|
2016
Q2 | $517K | Buy |
21,644
+2,312
| +12% | +$55.2K | 0.37% | 48 |
|
|
2016
Q1 | $527K | Buy |
19,332
+1,212
| +7% | +$33K | 0.37% | 49 |
|
|
2015
Q4 | $477K | Sell |
18,120
-2,064
| -10% | -$54.3K | 0.33% | 51 |
|
|
2015
Q3 | $557K | Buy |
20,184
+1,316
| +7% | +$36.3K | 0.42% | 46 |
|
|
2015
Q2 | $592K | Buy |
18,868
+412
| +2% | +$12.9K | 0.44% | 46 |
|
|
2015
Q1 | $574K | Buy |
18,456
+3,156
| +21% | +$98.2K | 0.43% | 46 |
|
|
2014
Q4 | $422K | Buy |
15,300
+12
| +0.1% | +$331 | 0.35% | 44 |
|
|
2014
Q3 | $385K | Buy |
15,288
+12
| +0.1% | +$302 | 0.3% | 45 |
|
|
2014
Q2 | $355K | Buy |
15,276
+1,360
| +10% | +$31.6K | 0.26% | 50 |
|
|
2014
Q1 | $267K | Sell |
13,916
-532
| -4% | -$10.2K | 0.21% | 49 |
|
|
2013
Q4 | $290K | Hold |
14,448
| – | – | 0.25% | 46 |
|
|
2013
Q3 | $246K | Buy |
14,448
+28
| +0.2% | +$477 | 0.2% | 47 |
|
|
2013
Q2 | $204K | Buy |
+14,420
| New | +$204K | 0.19% | 47 |
|