Cumberland 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 | $13.5M | Sell |
65,615
-779
| -1% | -$160K | 0.93% | 29 |
|
|
2025
Q1 | $14.7M | Sell |
66,394
-85,870
| -56% | -$19.1M | 1.14% | 26 |
|
|
2024
Q4 | $38.1M | Sell |
152,264
-294
| -0.2% | -$73.6K | 2.66% | 12 |
|
|
2024
Q3 | $35.5M | Sell |
152,558
-660
| -0.4% | -$154K | 2.47% | 12 |
|
|
2024
Q2 | $32.3M | Sell |
153,218
-14,345
| -9% | -$3.02M | 2.35% | 14 |
|
|
2024
Q1 | $28.7M | Buy |
167,563
+11,815
| +8% | +$2.03M | 2.09% | 21 |
|
|
2023
Q4 | $26.7M | Sell |
155,748
-1,093
| -0.7% | -$187K | 2.45% | 15 |
|
|
2023
Q3 | $26.9M | Buy |
156,841
+27,349
| +21% | +$4.68M | 2.58% | 14 |
|
|
2023
Q2 | $25.1M | Buy |
129,492
+1,618
| +1% | +$314K | 2.3% | 18 |
|
|
2023
Q1 | $21.1M | Buy |
127,874
+37,314
| +41% | +$6.15M | 2.07% | 18 |
|
|
2022
Q4 | $11.8M | Sell |
90,560
-67,051
| -43% | -$8.71M | 1.24% | 25 |
|
|
2022
Q3 | $21.8M | Sell |
157,611
-15,955
| -9% | -$2.2M | 2.31% | 14 |
|
|
2022
Q2 | $23.7M | Sell |
173,566
-5,069
| -3% | -$693K | 2.26% | 15 |
|
|
2022
Q1 | $31.2M | Buy |
178,635
+2,595
| +1% | +$453K | 2.36% | 13 |
|
|
2021
Q4 | $31.3M | Buy |
176,040
+18,466
| +12% | +$3.28M | 2.2% | 15 |
|
|
2021
Q3 | $22.3M | Sell |
157,574
-7,113
| -4% | -$1.01M | 1.83% | 15 |
|
|
2021
Q2 | $22.6M | Sell |
164,687
-2,382
| -1% | -$326K | 1.77% | 18 |
|
|
2021
Q1 | $20.4M | Buy |
167,069
+7,084
| +4% | +$865K | 1.68% | 21 |
|
|
2020
Q4 | $21.2M | Buy |
159,985
+13,738
| +9% | +$1.82M | 1.9% | 18 |
|
|
2020
Q3 | $16.9M | Sell |
146,247
-5,537
| -4% | -$641K | 1.77% | 20 |
|
|
2020
Q2 | $13.8M | Sell |
151,784
-83,828
| -36% | -$7.64M | 1.44% | 22 |
|
|
2020
Q1 | $15M | Sell |
235,612
-15,168
| -6% | -$964K | 1.8% | 19 |
|
|
2019
Q4 | $18.4M | Buy |
250,780
+404
| +0.2% | +$29.7K | 1.63% | 21 |
|
|
2019
Q3 | $14M | Sell |
250,376
-10,260
| -4% | -$574K | 1.35% | 26 |
|
|
2019
Q2 | $12.9M | Sell |
260,636
-6,532
| -2% | -$323K | 1.24% | 26 |
|
|
2019
Q1 | $12.7M | Buy |
267,168
+252,048
| +1,667% | +$12M | 1.28% | 25 |
|
|
2018
Q4 | $596K | Sell |
15,120
-29,520
| -66% | -$1.16M | 0.07% | 121 |
|
|
2018
Q3 | $2.52M | Sell |
44,640
-9,480
| -18% | -$535K | 0.24% | 77 |
|
|
2018
Q2 | $2.5M | Buy |
54,120
+45,080
| +499% | +$2.09M | 0.25% | 72 |
|
|
2018
Q1 | $379K | Sell |
9,040
-193,188
| -96% | -$8.1M | 0.05% | 50 |
|
|
2017
Q4 | $8.56M | Sell |
202,228
-145,048
| -42% | -$6.14M | 1.13% | 31 |
|
|
2017
Q3 | $13.4M | Sell |
347,276
-103,252
| -23% | -$3.98M | 1.8% | 25 |
|
|
2017
Q2 | $16.2M | Sell |
450,528
-2,952
| -0.7% | -$106K | 2.29% | 18 |
|
|
2017
Q1 | $16.3M | Sell |
453,480
-177,088
| -28% | -$6.36M | 2.38% | 14 |
|
|
2016
Q4 | $18.3M | Sell |
630,568
-27,020
| -4% | -$782K | 2.78% | 13 |
|
|
2016
Q3 | $18.6M | Sell |
657,588
-17,588
| -3% | -$497K | 2.61% | 14 |
|
|
2016
Q2 | $16.1M | Sell |
675,176
-14,876
| -2% | -$356K | 2.28% | 18 |
|
|
2016
Q1 | $18.8M | Buy |
690,052
+672,020
| +3,727% | +$18.3M | 2.61% | 16 |
|
|
2015
Q4 | $475K | Buy |
18,032
+840
| +5% | +$22.1K | 0.06% | 52 |
|
|
2015
Q3 | $474K | Buy |
17,192
+2,520
| +17% | +$69.5K | 0.06% | 54 |
|
|
2015
Q2 | $460K | Buy |
14,672
+4,004
| +38% | +$126K | 0.05% | 52 |
|
|
2015
Q1 | $332K | Sell |
10,668
-1,207,996
| -99% | -$37.6M | 0.04% | 53 |
|
|
2014
Q4 | $33.6M | Sell |
1,218,664
-12,864
| -1% | -$355K | 3.52% | 13 |
|
|
2014
Q3 | $31M | Sell |
1,231,528
-38,144
| -3% | -$961K | 3.8% | 9 |
|
|
2014
Q2 | $29.5M | Sell |
1,269,672
-1,001,016
| -44% | -$23.3M | 3.32% | 11 |
|
|
2014
Q1 | $43.5M | Buy |
2,270,688
+64,568
| +3% | +$1.24M | 5.09% | 7 |
|
|
2013
Q4 | $44.2M | Buy |
2,206,120
+37,548
| +2% | +$752K | 4.79% | 6 |
|
|
2013
Q3 | $36.9M | Buy |
2,168,572
+110,376
| +5% | +$1.88M | 4.54% | 7 |
|
|
2013
Q2 | $29.1M | Buy |
+2,058,196
| New | +$29.1M | 3.72% | 8 |
|