Disciplined Equity Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Buy |
688
+28
| +4% | +$5.75K | 0.08% | 45 |
|
|
2025
Q1 | $147K | Sell |
660
-6
| -0.9% | -$1.33K | 0.1% | 46 |
|
|
2024
Q4 | $167K | Hold |
666
| – | – | 0.11% | 49 |
|
|
2024
Q3 | $155K | Hold |
666
| – | – | 0.1% | 49 |
|
|
2024
Q2 | $140K | Hold |
666
| – | – | 0.09% | 51 |
|
|
2024
Q1 | $114K | Sell |
666
-6,544
| -91% | -$1.12M | 0.08% | 50 |
|
|
2023
Q4 | $1.39M | Buy |
7,210
+6,474
| +880% | +$1.25M | 0.95% | 16 |
|
|
2023
Q3 | $126K | Hold |
736
| – | – | 0.11% | 45 |
|
|
2023
Q2 | $143K | Hold |
736
| – | – | 0.12% | 44 |
|
|
2023
Q1 | $121K | Sell |
736
-4,660
| -86% | -$768K | 0.1% | 45 |
|
|
2022
Q4 | $701K | Buy |
5,396
+670
| +14% | +$87K | 0.62% | 29 |
|
|
2022
Q3 | $653K | Sell |
4,726
-2,162
| -31% | -$299K | 0.64% | 29 |
|
|
2022
Q2 | $942K | Sell |
6,888
-4,143
| -38% | -$567K | 0.85% | 22 |
|
|
2022
Q1 | $1.09M | Sell |
11,031
-420
| -4% | -$41.7K | 1.1% | 17 |
|
|
2021
Q4 | $2.03M | Buy |
+11,451
| New | +$2.03M | 1.96% | 9 |
|