DGI
Disciplined Growth Investors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Buy |
2,312
+980
| +74% | +$201K | 0.01% | 61 |
|
|
2025
Q1 | $296K | Sell |
1,332
-132
| -9% | -$29.3K | 0.01% | 63 |
|
|
2024
Q4 | $367K | Hold |
1,464
| – | – | 0.01% | 62 |
|
|
2024
Q3 | $341K | Hold |
1,464
| – | – | 0.01% | 65 |
|
|
2024
Q2 | $308K | Hold |
1,464
| – | – | 0.01% | 62 |
|
|
2024
Q1 | $251K | Hold |
1,464
| – | – | ﹤0.01% | 67 |
|
|
2023
Q4 | $282K | Sell |
1,464
-642
| -30% | -$124K | 0.01% | 62 |
|
|
2023
Q3 | $361K | Hold |
2,106
| – | – | 0.01% | 62 |
|
|
2023
Q2 | $409K | Hold |
2,106
| – | – | 0.01% | 62 |
|
|
2023
Q1 | $347K | Hold |
2,106
| – | – | 0.01% | 63 |
|
|
2022
Q4 | $274K | Sell |
2,106
-90
| -4% | -$11.7K | 0.01% | 68 |
|
|
2022
Q3 | $303K | Hold |
2,196
| – | – | 0.01% | 70 |
|
|
2022
Q2 | $300K | Sell |
2,196
-4,274
| -66% | -$584K | 0.01% | 71 |
|
|
2022
Q1 | $1.13M | Sell |
6,470
-462
| -7% | -$80.7K | 0.02% | 72 |
|
|
2021
Q4 | $1.23M | Buy |
6,932
+3,787
| +120% | +$673K | 0.02% | 70 |
|
|
2021
Q3 | $445K | Sell |
3,145
-92
| -3% | -$13K | 0.01% | 72 |
|
|
2021
Q2 | $443K | Buy |
3,237
+232
| +8% | +$31.8K | 0.01% | 73 |
|
|
2021
Q1 | $367K | Buy |
3,005
+278
| +10% | +$34K | 0.01% | 74 |
|
|
2020
Q4 | $362K | Buy |
+2,727
| New | +$362K | 0.01% | 75 |
|
|
2017
Q1 | – | Sell |
-5,315
| Closed | -$616K | – | 91 |
|
|
2016
Q4 | $616K | Hold |
5,315
| – | – | 0.01% | 86 |
|
|
2016
Q3 | $601K | Sell |
5,315
-3,664
| -41% | -$414K | 0.01% | 82 |
|
|
2016
Q2 | $858K | Buy |
8,979
+414
| +5% | +$39.6K | 0.02% | 86 |
|
|
2016
Q1 | $933K | Hold |
8,565
| – | – | 0.02% | 85 |
|
|
2015
Q4 | $902K | Sell |
8,565
-500
| -6% | -$52.7K | 0.02% | 85 |
|
|
2015
Q3 | $1M | Sell |
9,065
-905
| -9% | -$99.8K | 0.03% | 86 |
|
|
2015
Q2 | $1.25M | Sell |
9,970
-9,270
| -48% | -$1.16M | 0.03% | 87 |
|
|
2015
Q1 | $2.39M | Sell |
19,240
-11,525
| -37% | -$1.43M | 0.06% | 86 |
|
|
2014
Q4 | $3.4M | Sell |
30,765
-32,353
| -51% | -$3.57M | 0.08% | 79 |
|
|
2014
Q3 | $6.36M | Sell |
63,118
-32,906
| -34% | -$3.32M | 0.16% | 73 |
|
|
2014
Q2 | $8.92M | Buy |
96,024
+63,622
| +196% | +$5.91M | 0.23% | 64 |
|
|
2014
Q1 | $17.4M | Sell |
32,402
-1,510
| -4% | -$810K | 0.44% | 56 |
|
|
2013
Q4 | $19M | Sell |
33,912
-850
| -2% | -$477K | 0.5% | 52 |
|
|
2013
Q3 | $16.6M | Sell |
34,762
-1,242
| -3% | -$592K | 0.48% | 55 |
|
|
2013
Q2 | $14.3M | Buy |
+36,004
| New | +$14.3M | 0.46% | 55 |
|