DLA
Douglas Lane & Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.6M | Sell |
173,746
-13,429
| -7% | -$2.76M | 0.52% | 75 |
|
|
2025
Q1 | $41.6M | Buy |
187,175
+3,004
| +2% | +$667K | 0.61% | 66 |
|
|
2024
Q4 | $46.1M | Buy |
184,171
+1,531
| +0.8% | +$383K | 0.65% | 58 |
|
|
2024
Q3 | $42.6M | Sell |
182,640
-8,487
| -4% | -$1.98M | 0.58% | 72 |
|
|
2024
Q2 | $40.3M | Sell |
191,127
-4,944
| -3% | -$1.04M | 0.57% | 71 |
|
|
2024
Q1 | $33.6M | Sell |
196,071
-7,091
| -3% | -$1.22M | 0.48% | 80 |
|
|
2023
Q4 | $39.1M | Sell |
203,162
-6,310
| -3% | -$1.21M | 0.6% | 65 |
|
|
2023
Q3 | $35.9M | Sell |
209,472
-5,953
| -3% | -$1.02M | 0.6% | 66 |
|
|
2023
Q2 | $41.8M | Sell |
215,425
-5,895
| -3% | -$1.14M | 0.67% | 55 |
|
|
2023
Q1 | $36.5M | Sell |
221,320
-9,868
| -4% | -$1.63M | 0.61% | 62 |
|
|
2022
Q4 | $30M | Sell |
231,188
-2,267
| -1% | -$295K | 0.5% | 69 |
|
|
2022
Q3 | $32.3M | Sell |
233,455
-7,642
| -3% | -$1.06M | 0.6% | 64 |
|
|
2022
Q2 | $33M | Buy |
241,097
+10,816
| +5% | +$1.48M | 0.56% | 69 |
|
|
2022
Q1 | $40.2M | Sell |
230,281
-2,789
| -1% | -$487K | 0.57% | 74 |
|
|
2021
Q4 | $41.4M | Buy |
233,070
+1,472
| +0.6% | +$261K | 0.55% | 73 |
|
|
2021
Q3 | $32.8M | Buy |
231,598
+791
| +0.3% | +$112K | 0.47% | 83 |
|
|
2021
Q2 | $31.6M | Sell |
230,807
-4,890
| -2% | -$670K | 0.44% | 81 |
|
|
2021
Q1 | $28.8M | Sell |
235,697
-15,013
| -6% | -$1.83M | 0.45% | 80 |
|
|
2020
Q4 | $33.3M | Sell |
250,710
-3,291
| -1% | -$437K | 0.56% | 72 |
|
|
2020
Q3 | $29.4M | Buy |
254,001
+189,199
| +292% | +$21.9M | 0.58% | 62 |
|
|
2020
Q2 | $23.6M | Sell |
64,802
-1,603
| -2% | -$585K | 0.51% | 66 |
|
|
2020
Q1 | $16.9M | Sell |
66,405
-3,299
| -5% | -$839K | 0.44% | 73 |
|
|
2019
Q4 | $20.5M | Sell |
69,704
-1,806
| -3% | -$530K | 0.38% | 81 |
|
|
2019
Q3 | $16M | Sell |
71,510
-2,300
| -3% | -$515K | 0.32% | 88 |
|
|
2019
Q2 | $14.6M | Sell |
73,810
-14,332
| -16% | -$2.84M | 0.28% | 91 |
|
|
2019
Q1 | $16.7M | Buy |
88,142
+13,608
| +18% | +$2.58M | 0.35% | 82 |
|
|
2018
Q4 | $11.8M | Buy |
74,534
+6,981
| +10% | +$1.1M | 0.28% | 89 |
|
|
2018
Q3 | $15.2M | Buy |
67,553
+3,917
| +6% | +$884K | 0.3% | 84 |
|
|
2018
Q2 | $11.8M | Sell |
63,636
-1,202
| -2% | -$223K | 0.25% | 92 |
|
|
2018
Q1 | $10.9M | Sell |
64,838
-3,820
| -6% | -$641K | 0.24% | 95 |
|
|
2017
Q4 | $11.6M | Buy |
68,658
+1,862
| +3% | +$315K | 0.25% | 94 |
|
|
2017
Q3 | $10.3M | Sell |
66,796
-832
| -1% | -$128K | 0.24% | 94 |
|
|
2017
Q2 | $9.74M | Sell |
67,628
-1,884
| -3% | -$271K | 0.23% | 95 |
|
|
2017
Q1 | $9.99M | Sell |
69,512
-7,233
| -9% | -$1.04M | 0.25% | 94 |
|
|
2016
Q4 | $8.89M | Sell |
76,745
-6,437
| -8% | -$746K | 0.23% | 102 |
|
|
2016
Q3 | $9.4M | Sell |
83,182
-8,290
| -9% | -$937K | 0.25% | 99 |
|
|
2016
Q2 | $8.75M | Buy |
91,472
+2,391
| +3% | +$229K | 0.25% | 103 |
|
|
2016
Q1 | $9.71M | Buy |
+89,081
| New | +$9.71M | 0.27% | 102 |
|