EIG
Ellenbecker Investment Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.66M | Buy |
37,312
+628
| +2% | +$129K | 1.24% | 12 |
|
|
2025
Q1 | $8.15M | Sell |
36,684
-213
| -0.6% | -$47.3K | 1.46% | 12 |
|
|
2024
Q4 | $9.24M | Buy |
36,897
+1,606
| +5% | +$402K | 1.65% | 10 |
|
|
2024
Q3 | $8.22M | Sell |
35,291
-1,525
| -4% | -$355K | 1.55% | 10 |
|
|
2024
Q2 | $7.75M | Buy |
36,816
+155
| +0.4% | +$32.6K | 1.56% | 10 |
|
|
2024
Q1 | $6.29M | Sell |
36,661
-530
| -1% | -$90.9K | 1.32% | 10 |
|
|
2023
Q4 | $7.16M | Sell |
37,191
-2,295
| -6% | -$442K | 1.66% | 10 |
|
|
2023
Q3 | $6.76M | Buy |
39,486
+1,197
| +3% | +$205K | 1.75% | 10 |
|
|
2023
Q2 | $7.43M | Buy |
38,289
+293
| +0.8% | +$56.8K | 1.87% | 9 |
|
|
2023
Q1 | $6.27M | Buy |
37,996
+91
| +0.2% | +$15K | 1.71% | 10 |
|
|
2022
Q4 | $4.93M | Buy |
37,905
+1,172
| +3% | +$152K | 1.46% | 10 |
|
|
2022
Q3 | $5.08M | Buy |
36,733
+362
| +1% | +$50K | 1.61% | 9 |
|
|
2022
Q2 | $4.97M | Buy |
36,371
+1,096
| +3% | +$150K | 1.53% | 9 |
|
|
2022
Q1 | $6.16M | Buy |
35,275
+720
| +2% | +$126K | 1.75% | 8 |
|
|
2021
Q4 | $6.14M | Buy |
34,555
+531
| +2% | +$94.3K | 1.7% | 7 |
|
|
2021
Q3 | $4.81M | Sell |
34,024
-646
| -2% | -$91.4K | 1.51% | 8 |
|
|
2021
Q2 | $4.75M | Buy |
34,670
+392
| +1% | +$53.7K | 1.56% | 9 |
|
|
2021
Q1 | $4.19M | Buy |
34,278
+1,088
| +3% | +$133K | 1.47% | 9 |
|
|
2020
Q4 | $4.4M | Sell |
33,190
-1,372
| -4% | -$182K | 1.63% | 10 |
|
|
2020
Q3 | $4M | Buy |
34,562
+26,136
| +310% | +$3.03M | 1.7% | 11 |
|
|
2020
Q2 | $3.07M | Buy |
8,426
+291
| +4% | +$106K | 1.54% | 12 |
|
|
2020
Q1 | $2.07M | Buy |
8,135
+28
| +0.3% | +$7.12K | 1.3% | 12 |
|
|
2019
Q4 | $2.38M | Buy |
8,107
+350
| +5% | +$103K | 1.24% | 12 |
|
|
2019
Q3 | $1.74M | Sell |
7,757
-752
| -9% | -$168K | 0.98% | 16 |
|
|
2019
Q2 | $1.68M | Sell |
8,509
-358
| -4% | -$70.9K | 0.98% | 14 |
|
|
2019
Q1 | $1.68M | Buy |
8,867
+122
| +1% | +$23.2K | 1.08% | 14 |
|
|
2018
Q4 | $1.38M | Buy |
8,745
+475
| +6% | +$75K | 1.07% | 16 |
|
|
2018
Q3 | $1.87M | Buy |
8,270
+711
| +9% | +$161K | 1.38% | 15 |
|
|
2018
Q2 | $1.4M | Buy |
7,559
+132
| +2% | +$24.4K | 1.11% | 15 |
|
|
2018
Q1 | $1.25M | Sell |
7,427
-141
| -2% | -$23.7K | 1.03% | 14 |
|
|
2017
Q4 | $1.28M | Buy |
+7,568
| New | +$1.28M | 1.07% | 14 |
|