DMC
Drexel Morgan & Co’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.09M | Hold |
44,296
| – | – | 1.61% | 16 |
|
|
2025
Q1 | $9.84M | Hold |
44,296
| – | – | 2.07% | 13 |
|
|
2024
Q4 | $11.1M | Hold |
44,296
| – | – | 2.29% | 14 |
|
|
2024
Q3 | $10.3M | Hold |
44,296
| – | – | 1.92% | 16 |
|
|
2024
Q2 | $9.33M | Buy |
44,296
+194
| +0.4% | +$40.9K | 2% | 14 |
|
|
2024
Q1 | $7.56M | Buy |
44,102
+150
| +0.3% | +$25.7K | 1.56% | 16 |
|
|
2023
Q4 | $8.46M | Buy |
43,952
+171
| +0.4% | +$32.9K | 1.96% | 13 |
|
|
2023
Q3 | $7.5M | Hold |
43,781
| – | – | 2.04% | 11 |
|
|
2023
Q2 | $8.49M | Hold |
43,781
| – | – | 2.2% | 11 |
|
|
2023
Q1 | $7.22M | Buy |
43,781
+350
| +0.8% | +$57.7K | 1.82% | 12 |
|
|
2022
Q4 | $5.64M | Sell |
43,431
-448
| -1% | -$58.2K | 1.16% | 15 |
|
|
2022
Q3 | $6.06M | Hold |
43,879
| – | – | 1.46% | 15 |
|
|
2022
Q2 | $6M | Hold |
43,879
| – | – | 1.65% | 14 |
|
|
2022
Q1 | $7.66M | Hold |
43,879
| – | – | 2.23% | 11 |
|
|
2021
Q4 | $7.79M | Sell |
43,879
-900
| -2% | -$160K | 2.25% | 11 |
|
|
2021
Q3 | $6.34M | Sell |
44,779
-16,364
| -27% | -$2.32M | 2.04% | 12 |
|
|
2021
Q2 | $8.37M | Sell |
61,143
-11,784
| -16% | -$1.61M | 2.47% | 9 |
|
|
2021
Q1 | $8.91M | Sell |
72,927
-36
| -0% | -$4.4K | 2.26% | 10 |
|
|
2020
Q4 | $9.68M | Hold |
72,963
| – | – | 2.65% | 7 |
|
|
2020
Q3 | $8.45M | Buy |
72,963
+54,700
| +300% | +$6.33M | 2.97% | 9 |
|
|
2020
Q2 | $6.66M | Sell |
18,263
-100
| -0.5% | -$36.5K | 2.52% | 11 |
|
|
2020
Q1 | $4.67M | Buy |
18,363
+4,073
| +29% | +$1.04M | 1.81% | 11 |
|
|
2019
Q4 | $4.2M | Sell |
14,290
-1,618
| -10% | -$475K | 3.15% | 8 |
|
|
2019
Q3 | $3.56M | Sell |
15,908
-49
| -0.3% | -$11K | 2.75% | 9 |
|
|
2019
Q2 | $3.16M | Sell |
15,957
-2,342
| -13% | -$463K | 2.43% | 11 |
|
|
2019
Q1 | $3.48M | Sell |
18,299
-700
| -4% | -$133K | 3.08% | 7 |
|
|
2018
Q4 | $3M | Buy |
18,999
+179
| +1% | +$28.2K | 3% | 7 |
|
|
2018
Q3 | $4.25M | Sell |
18,820
-2
| -0% | -$451 | 3.74% | 2 |
|
|
2018
Q2 | $3.48M | Buy |
18,822
+597
| +3% | +$111K | 3.49% | 4 |
|
|
2018
Q1 | $3.06M | Sell |
18,225
-214
| -1% | -$35.9K | 3.19% | 5 |
|
|
2017
Q4 | $3.12M | Buy |
18,439
+195
| +1% | +$33K | 3.03% | 5 |
|
|
2017
Q3 | $2.81M | Sell |
18,244
-309
| -2% | -$47.6K | 2.88% | 6 |
|
|
2017
Q2 | $2.67M | Buy |
18,553
+149
| +0.8% | +$21.5K | 2.74% | 6 |
|
|
2017
Q1 | $2.64M | Buy |
18,404
+721
| +4% | +$104K | 2.93% | 5 |
|
|
2016
Q4 | $2.05M | Hold |
17,683
| – | – | 2.43% | 8 |
|
|
2016
Q3 | $2M | Sell |
17,683
-3,115
| -15% | -$352K | 2.22% | 10 |
|
|
2016
Q2 | $1.99M | Buy |
20,798
+2,816
| +16% | +$269K | 2.25% | 11 |
|
|
2016
Q1 | $1.96M | Buy |
17,982
+106
| +0.6% | +$11.6K | 2.3% | 10 |
|
|
2015
Q4 | $1.88M | Buy |
17,876
+83
| +0.5% | +$8.74K | 2.09% | 12 |
|
|
2015
Q3 | $1.96M | Sell |
17,793
-794
| -4% | -$87.6K | 2.53% | 8 |
|
|
2015
Q2 | $2.33M | Sell |
18,587
-2,314
| -11% | -$290K | 2.76% | 8 |
|
|
2015
Q1 | $2.6M | Buy |
20,901
+1,710
| +9% | +$213K | 2.78% | 7 |
|
|
2014
Q4 | $2.12M | Hold |
19,191
| – | – | 2.39% | 8 |
|
|
2014
Q3 | $1.93M | Sell |
19,191
-947
| -5% | -$95.4K | 2.35% | 8 |
|
|
2014
Q2 | $1.87M | Buy |
20,138
+16,273
| +421% | +$1.51M | 2.26% | 9 |
|
|
2014
Q1 | $2.08M | Buy |
3,865
+28
| +0.7% | +$15K | 2.62% | 10 |
|
|
2013
Q4 | $2.15M | Buy |
3,837
+71
| +2% | +$39.8K | 2.9% | 8 |
|
|
2013
Q3 | $1.8M | Sell |
3,766
-1,140
| -23% | -$544K | 2.46% | 9 |
|
|
2013
Q2 | $1.95M | Buy |
+4,906
| New | +$1.95M | 3.23% | 6 |
|