EFIC

Eliot Finkel Investment Counsel’s Apple AAPL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.44M	Sell	7,035 -800	-10%	-$164K	0.93%	29
2025 Q1	$1.74M	Sell	7,835 -5	-0.1%	-$1.11K	1.18%	27
2024 Q4	$1.96M	Sell	7,840 -196	-2%	-$49.1K	1.25%	27
2024 Q3	$1.87M	Hold	8,036	–	–	1.15%	27
2024 Q2	$1.69M	Sell	8,036 -30	-0.4%	-$6.32K	1.11%	27
2024 Q1	$1.38M	Hold	8,066	–	–	0.89%	27
2023 Q4	$1.55M	Sell	8,066 -300	-4%	-$57.8K	1.04%	27
2023 Q3	$1.43M	Sell	8,366 -80	-0.9%	-$13.7K	0.96%	30
2023 Q2	$1.64M	Hold	8,446	–	–	1.04%	30
2023 Q1	$1.39M	Hold	8,446	–	–	0.89%	29
2022 Q4	$1.1M	Sell	8,446 -929	-10%	-$121K	0.7%	29
2022 Q3	$1.3M	Hold	9,375	–	–	0.96%	29
2022 Q2	$1.28M	Hold	9,375	–	–	0.93%	28
2022 Q1	$1.64M	Sell	9,375 -76	-0.8%	-$13.3K	0.97%	30
2021 Q4	$1.68M	Hold	9,451	–	–	0.98%	31
2021 Q3	$1.34M	Hold	9,451	–	–	0.86%	30
2021 Q2	$1.29M	Hold	9,451	–	–	0.83%	29
2021 Q1	$1.15M	Sell	9,451 -916	-9%	-$112K	0.74%	28
2020 Q4	$1.38M	Hold	10,367	–	–	1.04%	26
2020 Q3	$1.2M	Buy	10,367 +7,783	+301%	+$902K	1.07%	24
2020 Q2	$943K	Hold	2,584	–	–	0.93%	24
2020 Q1	$657K	Hold	2,584	–	–	0.72%	25
2019 Q4	$759K	Hold	2,584	–	–	0.49%	33
2019 Q3	$579K	Hold	2,584	–	–	0.41%	34
2019 Q2	$511K	Hold	2,584	–	–	0.33%	39
2019 Q1	$491K	Hold	2,584	–	–	0.33%	38
2018 Q4	$408K	Hold	2,584	–	–	0.3%	38
2018 Q3	$583K	Hold	2,584	–	–	0.37%	39
2018 Q2	$478K	Hold	2,584	–	–	0.32%	36
2018 Q1	$434K	Buy	2,584 +741	+40%	+$124K	0.31%	35
2017 Q4	$312K	Buy	1,843 +489	+36%	+$82.8K	0.21%	36
2017 Q3	$209K	Buy	+1,354	New	+$209K	0.15%	34