Cranbrook Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.8M | Sell |
26,785
-376
| -1% | -$97.9K | 1.38% | 17 |
|
|
2025
Q4 | $7.38M | Sell |
27,161
-518
| -2% | -$139K | 1.46% | 16 |
|
|
2025
Q3 | $7.05M | Buy |
27,679
+2,531
| +10% | +$572K | 1.41% | 19 |
|
|
2025
Q2 | $5.16M | Buy |
25,148
+100
| +0.4% | +$20.2K | 1.1% | 23 |
|
|
2025
Q1 | $5.56M | Sell |
25,048
-2,769
| -10% | -$641K | 1.29% | 23 |
|
|
2024
Q4 | $6.97M | Buy |
27,817
+10
| +0% | +$2.36K | 1.61% | 14 |
|
|
2024
Q3 | $6.48M | Buy |
27,807
+6,066
| +28% | +$1.35M | 1.48% | 17 |
|
|
2024
Q2 | $4.58M | Buy |
21,741
+10,419
| +92% | +$1.94M | 1.13% | 24 |
|
|
2024
Q1 | $1.94M | Buy |
11,322
+17
| +0.2% | +$3.09K | 0.49% | 40 |
|
|
2023
Q4 | $2.18M | Sell |
11,305
-190
| -2% | -$35.1K | 0.58% | 40 |
|
|
2023
Q3 | $1.97M | Sell |
11,495
-74
| -0.6% | -$13.6K | 0.58% | 40 |
|
|
2023
Q2 | $2.24M | Sell |
11,569
-94
| -0.8% | -$16.4K | 0.63% | 41 |
|
|
2023
Q1 | $1.92M | Buy |
11,663
+7,105
| +156% | +$1.05M | 0.55% | 41 |
|
|
2022
Q4 | $592K | Buy |
4,558
+2
| +0% | +$286 | 0.16% | 64 |
|
|
2022
Q3 | $630K | Sell |
4,556
-335
| -7% | -$52.6K | 0.16% | 59 |
|
|
2022
Q2 | $669K | Sell |
4,891
-56
| -1% | -$8.48K | 0.17% | 61 |
|
|
2022
Q1 | $864K | Sell |
4,947
-291
| -6% | -$48.9K | 0.19% | 58 |
|
|
2021
Q4 | $930K | Buy |
5,238
+185
| +4% | +$29.2K | 0.2% | 57 |
|
|
2021
Q3 | $715K | Buy |
5,053
+742
| +17% | +$109K | 0.16% | 60 |
|
|
2021
Q2 | $590K | Sell |
4,311
-251
| -6% | -$32.5K | 0.13% | 65 |
|
|
2021
Q1 | $557K | Buy |
4,562
+279
| +7% | +$35.8K | 0.13% | 66 |
|
|
2020
Q4 | $568K | Sell |
4,283
-70
| -2% | -$8.42K | 0.15% | 63 |
|
|
2020
Q3 | $504K | Buy |
4,353
+777
| +22% | +$84.8K | 0.15% | 62 |
|
|
2020
Q2 | $326K | Buy |
3,576
+4
| +0.1% | +$310 | 0.1% | 76 |
|
|
2020
Q1 | $227K | Buy |
3,572
+604
| +20% | +$44.4K | 0.08% | 78 |
|
|
2019
Q4 | $218K | Sell |
2,968
-256
| -8% | -$16.5K | 0.06% | 81 |
|
|
2019
Q3 | $181K | Buy |
3,224
+260
| +9% | +$13.6K | 0.05% | 86 |
|
|
2019
Q2 | $147K | Buy |
2,964
+4
| +0.1% | +$195 | 0.04% | 93 |
|
|
2019
Q1 | $141K | Hold |
2,960
| – | – | 0.04% | 90 |
|
|
2018
Q4 | $117K | Buy |
2,960
+160
| +6% | +$7.76K | 0.04% | 90 |
|
|
2018
Q3 | $158K | Buy |
2,800
+4
| +0.1% | +$208 | 0.06% | 74 |
|
|
2018
Q2 | $129K | Buy |
2,796
+1,208
| +76% | +$54.8K | 0.05% | 79 |
|
|
2018
Q1 | $67K | Hold |
1,588
| – | – | 0.03% | 104 |
|
|
2017
Q4 | $67K | Hold |
1,588
| – | – | 0.03% | 105 |
|
|
2017
Q3 | $61K | Hold |
1,588
| – | – | 0.03% | 106 |
|
|
2017
Q2 | $57K | Buy |
1,588
+4
| +0.3% | +$148 | 0.02% | 107 |
|
|
2017
Q1 | $57K | Hold |
1,584
| – | – | 0.03% | 99 |
|
|
2016
Q4 | $46K | Hold |
1,584
| – | – | 0.02% | 112 |
|
|
2016
Q3 | $45K | Buy |
+1,584
| New | +$41.9K | 0.02% | 105 |
|
|
2016
Q2 | – | Sell |
-1,580
| Closed | -$43K | – | 190 |
|
|
2016
Q1 | $43K | Hold |
1,580
| – | – | 0.02% | 105 |
|
|
2015
Q4 | $42K | Sell |
1,580
-200
| -11% | -$5.71K | 0.02% | 103 |
|
|
2015
Q3 | $49K | Hold |
1,780
| – | – | 0.03% | 103 |
|
|
2015
Q2 | $56K | Hold |
1,780
| – | – | 0.03% | 101 |
|
|
2015
Q1 | $55K | Buy |
1,780
+136
| +8% | +$4.11K | 0.03% | 102 |
|
|
2014
Q4 | $45K | Hold |
1,644
| – | – | 0.03% | 107 |
|
|
2014
Q3 | $41K | Buy |
1,644
+1,244
| +311% | +$30.5K | 0.03% | 88 |
|
|
2014
Q2 | $9K | Sell |
400
-2,400
| -86% | -$51.1K | 0.01% | 127 |
|
|
2014
Q1 | $54K | Hold |
2,800
| – | – | 0.04% | 84 |
|
|
2013
Q4 | $0 | Buy |
+2,800
| New | +$52.9K | ﹤0.01% | 219 |
|
Other funds holding AAPL
VCM
VPM
