DI
Disciplined Investments’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
8,814
-59
| -0.7% | -$12.1K | 0.77% | 41 |
|
|
2025
Q1 | $1.97M | Buy |
8,873
+1,707
| +24% | +$379K | 0.91% | 37 |
|
|
2024
Q4 | $1.79M | Buy |
7,166
+51
| +0.7% | +$12.8K | 0.89% | 35 |
|
|
2024
Q3 | $1.66M | Sell |
7,115
-1,753
| -20% | -$408K | 0.82% | 39 |
|
|
2024
Q2 | $1.87M | Buy |
8,868
+11
| +0.1% | +$2.32K | 0.99% | 33 |
|
|
2024
Q1 | $1.52M | Sell |
8,857
-1,111
| -11% | -$191K | 0.83% | 34 |
|
|
2023
Q4 | $1.92M | Sell |
9,968
-698
| -7% | -$134K | 1.12% | 31 |
|
|
2023
Q3 | $1.83M | Sell |
10,666
-78
| -0.7% | -$13.4K | 1.11% | 30 |
|
|
2023
Q2 | $2.08M | Sell |
10,744
-1,883
| -15% | -$365K | 1.11% | 31 |
|
|
2023
Q1 | $2.08M | Buy |
12,627
+1,985
| +19% | +$327K | 0.88% | 37 |
|
|
2022
Q4 | $1.38M | Sell |
10,642
-2,670
| -20% | -$347K | 0.68% | 41 |
|
|
2022
Q3 | $1.84M | Buy |
13,312
+723
| +6% | +$99.9K | 0.85% | 35 |
|
|
2022
Q2 | $1.72M | Buy |
12,589
+973
| +8% | +$133K | 0.78% | 40 |
|
|
2022
Q1 | $2.03M | Buy |
11,616
+2,009
| +21% | +$351K | 0.84% | 35 |
|
|
2021
Q4 | $1.71M | Buy |
9,607
+305
| +3% | +$54.2K | 0.75% | 39 |
|
|
2021
Q3 | $1.32M | Hold |
9,302
| – | – | 0.64% | 43 |
|
|
2021
Q2 | $1.27M | Sell |
9,302
-238
| -2% | -$32.6K | 0.65% | 43 |
|
|
2021
Q1 | $1.17M | Buy |
9,540
+1,943
| +26% | +$237K | 0.69% | 41 |
|
|
2020
Q4 | $1.01M | Sell |
7,597
-196
| -3% | -$26K | 0.67% | 44 |
|
|
2020
Q3 | $903K | Buy |
7,793
+5,375
| +222% | +$623K | 0.67% | 45 |
|
|
2020
Q2 | $882K | Hold |
2,418
| – | – | 0.69% | 43 |
|
|
2020
Q1 | $615K | Buy |
2,418
+73
| +3% | +$18.6K | 0.59% | 49 |
|
|
2019
Q4 | $689K | Buy |
+2,345
| New | +$689K | 0.58% | 45 |
|