Court Place Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.21M | Buy |
25,386
+150
| +0.6% | +$30.8K | 1.64% | 17 |
|
|
2025
Q1 | $5.61M | Buy |
25,236
+33
| +0.1% | +$7.33K | 1.86% | 14 |
|
|
2024
Q4 | $6.31M | Buy |
25,203
+833
| +3% | +$209K | 2.05% | 13 |
|
|
2024
Q3 | $5.68M | Sell |
24,370
-944
| -4% | -$220K | 1.66% | 13 |
|
|
2024
Q2 | $5.33M | Buy |
25,314
+157
| +0.6% | +$33.1K | 1.67% | 15 |
|
|
2024
Q1 | $4.31M | Sell |
25,157
-517
| -2% | -$88.7K | 1.39% | 18 |
|
|
2023
Q4 | $4.94M | Sell |
25,674
-203
| -0.8% | -$39.1K | 1.62% | 12 |
|
|
2023
Q3 | $4.43M | Sell |
25,877
-865
| -3% | -$148K | 1.57% | 13 |
|
|
2023
Q2 | $5.19M | Buy |
26,742
+1
| +0% | +$194 | 1.82% | 12 |
|
|
2023
Q1 | $4.41M | Sell |
26,741
-1,119
| -4% | -$185K | 1.6% | 13 |
|
|
2022
Q4 | $3.62M | Buy |
27,860
+632
| +2% | +$82.1K | 1.31% | 21 |
|
|
2022
Q3 | $3.76M | Hold |
27,228
| – | – | 1.51% | 15 |
|
|
2022
Q2 | $3.72M | Hold |
27,228
| – | – | 1.41% | 19 |
|
|
2022
Q1 | $4.75M | Sell |
27,228
-22,280
| -45% | -$3.89M | 1.53% | 15 |
|
|
2021
Q4 | $8.79M | Hold |
49,508
| – | – | 2.42% | 9 |
|
|
2021
Q3 | $7.01M | Sell |
49,508
-80
| -0.2% | -$11.3K | 2.07% | 12 |
|
|
2021
Q2 | $6.79M | Buy |
49,588
+1,505
| +3% | +$206K | 1.98% | 14 |
|
|
2021
Q1 | $5.87M | Buy |
48,083
+15
| +0% | +$1.83K | 1.82% | 14 |
|
|
2020
Q4 | $6.38M | Sell |
48,068
-400
| -0.8% | -$53.1K | 2.13% | 11 |
|
|
2020
Q3 | $5.61M | Sell |
48,468
-1,008
| -2% | -$117K | 2.1% | 14 |
|
|
2020
Q2 | $4.51M | Sell |
49,476
-464
| -0.9% | -$42.3K | 1.76% | 15 |
|
|
2020
Q1 | $3.18M | Buy |
49,940
+4,600
| +10% | +$292K | 1.42% | 18 |
|
|
2019
Q4 | $3.33M | Hold |
45,340
| – | – | 1.2% | 21 |
|
|
2019
Q3 | $2.54M | Sell |
45,340
-2,092
| -4% | -$117K | 0.98% | 29 |
|
|
2019
Q2 | $2.35M | Buy |
47,432
+8,232
| +21% | +$407K | 0.92% | 28 |
|
|
2019
Q1 | $1.86M | Buy |
39,200
+3,452
| +10% | +$164K | 0.75% | 37 |
|
|
2018
Q4 | $1.41M | Sell |
35,748
-692
| -2% | -$27.3K | 0.64% | 42 |
|
|
2018
Q3 | $2.06M | Hold |
36,440
| – | – | 0.78% | 39 |
|
|
2018
Q2 | $1.69M | Sell |
36,440
-2,384
| -6% | -$110K | 0.7% | 41 |
|
|
2018
Q1 | $1.63M | Sell |
38,824
-36
| -0.1% | -$1.51K | 0.68% | 41 |
|
|
2017
Q4 | $1.64M | Buy |
38,860
+3,240
| +9% | +$137K | 0.68% | 43 |
|
|
2017
Q3 | $1.37M | Sell |
35,620
-800
| -2% | -$30.8K | 0.61% | 46 |
|
|
2017
Q2 | $1.31M | Hold |
36,420
| – | – | 0.62% | 45 |
|
|
2017
Q1 | $1.31M | Sell |
36,420
-1,100
| -3% | -$39.5K | 0.64% | 44 |
|
|
2016
Q4 | $1.09M | Buy |
37,520
+3,776
| +11% | +$109K | 0.56% | 51 |
|
|
2016
Q3 | $954K | Buy |
33,744
+10,484
| +45% | +$296K | 0.53% | 53 |
|
|
2016
Q2 | $556K | Buy |
23,260
+2,276
| +11% | +$54.4K | 0.32% | 74 |
|
|
2016
Q1 | $572K | Buy |
20,984
+1,984
| +10% | +$54.1K | 0.35% | 66 |
|
|
2015
Q4 | $500K | Buy |
19,000
+300
| +2% | +$7.9K | 0.32% | 69 |
|
|
2015
Q3 | $516K | Sell |
18,700
-436
| -2% | -$12K | 0.36% | 66 |
|
|
2015
Q2 | $600K | Hold |
19,136
| – | – | 0.38% | 65 |
|
|
2015
Q1 | $595K | Buy |
19,136
+1,428
| +8% | +$44.4K | 0.38% | 66 |
|
|
2014
Q4 | $489K | Buy |
17,708
+800
| +5% | +$22.1K | 0.32% | 76 |
|
|
2014
Q3 | $426K | Buy |
16,908
+120
| +0.7% | +$3.02K | 0.29% | 82 |
|
|
2014
Q2 | $390K | Buy |
16,788
+940
| +6% | +$21.8K | 0.27% | 83 |
|
|
2014
Q1 | $304K | Hold |
15,848
| – | – | 0.22% | 94 |
|
|
2013
Q4 | $318K | Buy |
+15,848
| New | +$318K | 0.24% | 85 |
|