DSN
D. Scott Neal’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Hold |
6,872
| – | – | 0.7% | 20 |
|
|
2025
Q1 | $1.53M | Buy |
6,872
+25
| +0.4% | +$5.55K | 0.85% | 16 |
|
|
2024
Q4 | $1.71M | Hold |
6,847
| – | – | 0.94% | 18 |
|
|
2024
Q3 | $1.6M | Sell |
6,847
-10
| -0.1% | -$2.33K | 0.84% | 20 |
|
|
2024
Q2 | $1.44M | Buy |
6,857
+20
| +0.3% | +$4.21K | 0.8% | 24 |
|
|
2024
Q1 | $1.17M | Hold |
6,837
| – | – | 0.77% | 23 |
|
|
2023
Q4 | $1.32M | Sell |
6,837
-48
| -0.7% | -$9.24K | 1.17% | 18 |
|
|
2023
Q3 | $1.18M | Hold |
6,885
| – | – | 1.01% | 21 |
|
|
2023
Q2 | $1.34M | Hold |
6,885
| – | – | 1% | 21 |
|
|
2023
Q1 | $1.14M | Hold |
6,885
| – | – | 0.63% | 23 |
|
|
2022
Q4 | $895K | Sell |
6,885
-190
| -3% | -$24.7K | 0.43% | 23 |
|
|
2022
Q3 | $978K | Hold |
7,075
| – | – | 0.41% | 22 |
|
|
2022
Q2 | $967K | Sell |
7,075
-148
| -2% | -$20.2K | 0.4% | 23 |
|
|
2022
Q1 | $1.26M | Buy |
7,223
+2,936
| +68% | +$513K | 0.5% | 22 |
|
|
2021
Q4 | $761K | Buy |
4,287
+1,857
| +76% | +$330K | 0.29% | 26 |
|
|
2021
Q3 | $344K | Buy |
2,430
+215
| +10% | +$30.4K | 0.15% | 36 |
|
|
2021
Q2 | $303K | Buy |
2,215
+245
| +12% | +$33.5K | 0.14% | 40 |
|
|
2021
Q1 | $241K | Buy |
+1,970
| New | +$241K | 0.11% | 40 |
|
|
2018
Q2 | – | Sell |
-1,512
| Closed | -$254K | – | 65 |
|
|
2018
Q1 | $254K | Buy |
1,512
+300
| +25% | +$50.4K | 0.14% | 33 |
|
|
2017
Q4 | $205K | Hold |
1,212
| – | – | 0.12% | 42 |
|
|
2017
Q3 | $187K | Hold |
1,212
| – | – | 0.11% | 40 |
|
|
2017
Q2 | $175K | Buy |
1,212
+200
| +20% | +$28.9K | 0.12% | 43 |
|
|
2017
Q1 | $145K | Sell |
1,012
-139
| -12% | -$19.9K | 0.09% | 54 |
|
|
2016
Q4 | $133K | Sell |
1,151
-51
| -4% | -$5.89K | 0.09% | 47 |
|
|
2016
Q3 | $136K | Buy |
1,202
+1,052
| +701% | +$119K | 0.11% | 41 |
|
|
2016
Q2 | $14K | Buy |
150
+100
| +200% | +$9.33K | 0.01% | 99 |
|
|
2016
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 114 |
|
|
2015
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 117 |
|