Cumberland Advisors’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 | $4.79M | Hold |
18,880
| – | – | 1.88% | 17 |
|
|
2025
Q4 | $5.13M | Sell |
18,880
-325
| -2% | -$87.2K | 1.95% | 16 |
|
|
2025
Q3 | $4.89M | Sell |
19,205
-23
| -0.1% | -$5.2K | 1.88% | 16 |
|
|
2025
Q2 | $3.95M | Sell |
19,228
-178
| -0.9% | -$35.9K | 1.66% | 16 |
|
|
2025
Q1 | $4.31M | Sell |
19,406
-81
| -0.4% | -$18.8K | 1.95% | 14 |
|
|
2024
Q4 | $4.88M | Hold |
19,487
| – | – | 1.95% | 15 |
|
|
2024
Q3 | $4.54M | Buy |
19,487
+1,300
| +7% | +$290K | 1.8% | 16 |
|
|
2024
Q2 | $3.83M | Sell |
18,187
-1,300
| -7% | -$242K | 1.57% | 17 |
|
|
2024
Q1 | $3.34M | Hold |
19,487
| – | – | 1.24% | 18 |
|
|
2023
Q4 | $3.75M | Sell |
19,487
-268
| -1% | -$49.5K | 1.61% | 14 |
|
|
2023
Q3 | $3.38M | Hold |
19,755
| – | – | 1.5% | 17 |
|
|
2023
Q2 | $3.83M | Hold |
19,755
| – | – | 1.75% | 12 |
|
|
2023
Q1 | $3.26M | Hold |
19,755
| – | – | 1.34% | 18 |
|
|
2022
Q4 | $2.57M | Hold |
19,755
| – | – | 1.11% | 22 |
|
|
2022
Q3 | $2.73M | Hold |
19,755
| – | – | 1.09% | 17 |
|
|
2022
Q2 | $2.7M | Buy |
19,755
+165
| +0.8% | +$25K | 0.9% | 19 |
|
|
2022
Q1 | $3.42M | Hold |
19,590
| – | – | 0.79% | 22 |
|
|
2021
Q4 | $3.48M | Hold |
19,590
| – | – | 0.73% | 22 |
|
|
2021
Q3 | $2.77M | Sell |
19,590
-1,100
| -5% | -$162K | 0.64% | 24 |
|
|
2021
Q2 | $2.83M | Buy |
20,690
+1,000
| +5% | +$130K | 0.66% | 26 |
|
|
2021
Q1 | $2.4M | Sell |
19,690
-1,950
| -9% | -$250K | 0.6% | 29 |
|
|
2020
Q4 | $2.87M | Buy |
+21,640
| New | +$2.6M | 1.05% | 21 |
|
|
2020
Q2 | $2.23M | Sell |
24,444
-8,184
| -25% | -$634K | 0.84% | 23 |
|
|
2020
Q1 | $2.07M | Buy |
32,628
+4,640
| +17% | +$341K | 0.85% | 20 |
|
|
2019
Q4 | $2.06M | Hold |
27,988
| – | – | 0.71% | 30 |
|
|
2019
Q3 | $1.57M | Hold |
27,988
| – | – | 0.44% | 36 |
|
|
2019
Q2 | $1.39M | Buy |
27,988
+268
| +1% | +$13.1K | 0.47% | 40 |
|
|
2019
Q1 | $1.32M | Buy |
27,720
+2,600
| +10% | +$110K | 0.46% | 37 |
|
|
2018
Q4 | $991K | Buy |
+25,120
| New | +$1.22M | 0.36% | 37 |
|
Other funds holding AAPL
VCM
VPM
