Coyle Financial Counsel’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
14,065
-4,452
| -24% | -$913K | 0.77% | 20 |
|
|
2025
Q1 | $4.11M | Buy |
18,517
+1,282
| +7% | +$285K | 1.26% | 15 |
|
|
2024
Q4 | $4.32M | Sell |
17,235
-283
| -2% | -$70.9K | 1.37% | 15 |
|
|
2024
Q3 | $3.69M | Buy |
17,518
+783
| +5% | +$165K | 1.29% | 17 |
|
|
2024
Q2 | $2.87M | Hold |
16,735
| – | – | 1.03% | 21 |
|
|
2024
Q1 | $2.87M | Buy |
16,735
+62
| +0.4% | +$10.6K | 1.03% | 21 |
|
|
2023
Q4 | $3.21M | Sell |
16,673
-418
| -2% | -$80.5K | 1.23% | 17 |
|
|
2023
Q3 | $2.93M | Buy |
17,091
+5,456
| +47% | +$934K | 1.23% | 18 |
|
|
2023
Q2 | $2.26M | Sell |
11,635
-5,355
| -32% | -$1.04M | 1.02% | 20 |
|
|
2023
Q1 | $2.8M | Sell |
16,990
-122
| -0.7% | -$20.1K | 1.29% | 18 |
|
|
2022
Q4 | $2.22M | Sell |
17,112
-8,397
| -33% | -$1.09M | 1.07% | 21 |
|
|
2022
Q3 | $3.53M | Sell |
25,509
-616
| -2% | -$85.1K | 2.34% | 10 |
|
|
2022
Q2 | $3.57M | Buy |
26,125
+71
| +0.3% | +$9.71K | 1.95% | 13 |
|
|
2022
Q1 | $4.55M | Buy |
26,054
+118
| +0.5% | +$20.6K | 2.43% | 10 |
|
|
2021
Q4 | $4.61M | Buy |
25,936
+1,883
| +8% | +$334K | 2.7% | 8 |
|
|
2021
Q3 | $3.4M | Buy |
24,053
+12,112
| +101% | +$1.71M | 1.99% | 10 |
|
|
2021
Q2 | $1.64M | Hold |
11,941
| – | – | 0.98% | 27 |
|
|
2021
Q1 | $1.46M | Sell |
11,941
-2,400
| -17% | -$293K | 1.01% | 28 |
|
|
2020
Q4 | $1.9M | Buy |
14,341
+1,997
| +16% | +$265K | 1.4% | 23 |
|
|
2020
Q3 | $1.43M | Sell |
12,344
-848
| -6% | -$98.2K | 1.2% | 23 |
|
|
2020
Q2 | $1.2M | Buy |
13,192
+888
| +7% | +$81K | 1.11% | 26 |
|
|
2020
Q1 | $782K | Hold |
12,304
| – | – | 0.98% | 26 |
|
|
2019
Q4 | $903K | Buy |
12,304
+5,848
| +91% | +$429K | 0.84% | 33 |
|
|
2019
Q3 | $361K | Sell |
6,456
-544
| -8% | -$30.4K | 0.37% | 48 |
|
|
2019
Q2 | $346K | Buy |
+7,000
| New | +$346K | 0.31% | 49 |
|
|
2018
Q3 | – | Sell |
-57,940
| Closed | -$2.68M | – | 32 |
|
|
2018
Q2 | $2.68M | Buy |
57,940
+30,840
| +114% | +$1.43M | 2.51% | 12 |
|
|
2018
Q1 | $1.14M | Sell |
27,100
-25,576
| -49% | -$1.07M | 1.18% | 24 |
|
|
2017
Q4 | $2.23M | Buy |
+52,676
| New | +$2.23M | 2.55% | 15 |
|
|
2017
Q2 | $1.93M | Sell |
53,500
-4,800
| -8% | -$173K | 2.57% | 14 |
|
|
2017
Q1 | $2.09M | Buy |
+58,300
| New | +$2.09M | 2.73% | 15 |
|
|
2016
Q4 | – | Sell |
-115,156
| Closed | -$3.39M | – | 27 |
|
|
2016
Q3 | $3.39M | Buy |
115,156
+56,176
| +95% | +$1.65M | 4.89% | 7 |
|
|
2016
Q2 | $1.4M | Sell |
58,980
-3,216
| -5% | -$76.4K | 2.02% | 19 |
|
|
2016
Q1 | $1.7M | Buy |
62,196
+26,576
| +75% | +$724K | 2.7% | 15 |
|
|
2015
Q4 | $937K | Buy |
+35,620
| New | +$937K | 0.92% | 27 |
|
|
2014
Q4 | – | Sell |
-62,216
| Closed | -$1.57M | – | 42 |
|
|
2014
Q3 | $1.57M | Buy |
+62,216
| New | +$1.57M | 1.96% | 16 |
|
|
2014
Q2 | – | Sell |
-47,656
| Closed | -$913K | – | 43 |
|
|
2014
Q1 | $913K | Sell |
47,656
-262,864
| -85% | -$5.04M | 1.28% | 17 |
|
|
2013
Q4 | $6.22M | Buy |
+310,520
| New | +$6.22M | 8.61% | 4 |
|