Donaldson Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115M | Sell |
|
|||||
|
2025
Q1 | $125M | Buy |
|
|||||
|
2024
Q4 | $139M | Buy |
|
|||||
|
2024
Q3 | $129M | Buy |
|
|||||
|
2024
Q2 | $116M | Sell |
|
|||||
|
2024
Q1 | $94.5M | Buy |
|
|||||
|
2023
Q4 | $104M | Sell |
|
|||||
|
2023
Q3 | $103M | Buy |
|
|||||
|
2023
Q2 | $116M | Buy |
|
|||||
|
2023
Q1 | $97.9M | Sell |
|
|||||
|
2022
Q4 | $91.2M | Buy |
|
|||||
|
2022
Q3 | $96.9M | Buy |
|
|||||
|
2022
Q2 | $95.5M | Sell |
|
|||||
|
2022
Q1 | $124M | Buy |
|
|||||
|
2021
Q4 | $126M | Buy |
|
|||||
|
2021
Q3 | $98.8M | Buy |
|
|||||
|
2021
Q2 | $94.7M | Buy |
|
|||||
|
2021
Q1 | $84M | Sell |
|
|||||
|
2020
Q4 | $91.6M | Sell |
|
|||||
|
2020
Q3 | $80.7M | Sell |
|
|||||
|
2020
Q2 | $65.9M | Sell |
|
|||||
|
2020
Q1 | $46.6M | Sell |
|
|||||
|
2019
Q4 | $57M | Sell |
|
|||||
|
2019
Q3 | $50.2M | Buy |
|
|||||
|
2019
Q2 | $39.4M | Buy |
|
|||||
|
2019
Q1 | $37M | Buy |
|
|||||
|
2018
Q4 | $30.2M | Buy |
|
|||||
|
2018
Q3 | $42.6M | Sell |
|
|||||
|
2018
Q2 | $38.6M | Buy |
|
|||||
|
2018
Q1 | $34.7M | Buy |
|
|||||
|
2017
Q4 | $34.5M | Buy |
|
|||||
|
2017
Q3 | $30.9M | Buy |
|
|||||
|
2017
Q2 | $28.6M | Sell |
|
|||||
|
2017
Q1 | $29.7M | Sell |
|
|||||
|
2016
Q4 | $26.3M | Buy |
|
|||||
|
2016
Q3 | $24.5M | Buy |
|
|||||
|
2016
Q2 | $20.3M | Sell |
|
|||||
|
2016
Q1 | $23.4M | Buy |
|
|||||
|
2015
Q4 | $5.4M | Buy |
|
|||||
|
2015
Q3 | $5.45M | Buy |
|
|||||
|
2015
Q2 | $5.31M | Buy |
|
|||||
|
2015
Q1 | $4.98M | Buy |
|
|||||
|
2014
Q4 | $3.44M | Buy |
|
|||||
|
2014
Q3 | $2.47M | Buy |
|
|||||
|
2014
Q2 | $834K | Sell |
|
|||||
|
2014
Q1 | $745K | Buy |
|
|||||
|
2013
Q4 | $769K | Buy |
|
|||||
|
2013
Q3 | $588K | Sell |
|
|||||
|
2013
Q2 | $514K | Buy |
|