EAM
Empirical Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Sell |
77,411
-745
| -1% | -$153K | 4.91% | 1 |
|
|
2025
Q1 | $17.4M | Sell |
78,156
-532,286
| -87% | -$118M | 5.92% | 1 |
|
|
2024
Q4 | $19.9M | Buy |
610,442
+321,481
| +111% | +$10.5M | 6.6% | 1 |
|
|
2024
Q3 | $18.2M | Sell |
288,961
-5,108
| -2% | -$322K | 6.49% | 1 |
|
|
2024
Q2 | $17.6M | Buy |
294,069
+211,731
| +257% | +$12.6M | 6.61% | 1 |
|
|
2024
Q1 | $12.4M | Buy |
82,338
+72,341
| +724% | +$10.9M | 5.96% | 1 |
|
|
2023
Q4 | $1.92M | Buy |
9,997
+2,154
| +27% | +$415K | 1.57% | 10 |
|
|
2023
Q3 | $1.34M | Buy |
7,843
+1,442
| +23% | +$247K | 1.17% | 21 |
|
|
2023
Q2 | $1.24M | Sell |
6,401
-3,517
| -35% | -$682K | 1.1% | 23 |
|
|
2023
Q1 | $1.64M | Sell |
9,918
-69,802
| -88% | -$11.5M | 1.56% | 10 |
|
|
2022
Q4 | $1.22M | Buy |
79,720
+73,337
| +1,149% | +$1.12M | 1.29% | 13 |
|
|
2022
Q3 | $882K | Sell |
6,383
-1,492
| -19% | -$206K | 0.96% | 26 |
|
|
2022
Q2 | $1.08M | Sell |
7,875
-1,879
| -19% | -$257K | 1.14% | 21 |
|
|
2022
Q1 | $1.7M | Buy |
9,754
+4,229
| +77% | +$738K | 1.62% | 14 |
|
|
2021
Q4 | $981K | Buy |
+5,525
| New | +$981K | 0.95% | 29 |
|