EF
Empirical Finance’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107M | Buy |
521,839
+8,599
| +2% | +$1.76M | 5.61% | 3 |
|
|
2025
Q1 | $114M | Buy |
513,240
+5,162
| +1% | +$1.15M | 6.88% | 1 |
|
|
2024
Q4 | $127M | Sell |
508,078
-7,416
| -1% | -$1.86M | 7.36% | 1 |
|
|
2024
Q3 | $120M | Buy |
515,494
+9,628
| +2% | +$2.24M | 7% | 1 |
|
|
2024
Q2 | $107M | Sell |
505,866
-41,646
| -8% | -$8.77M | 6.66% | 2 |
|
|
2024
Q1 | $93.9M | Buy |
547,512
+17,697
| +3% | +$3.03M | 5.76% | 2 |
|
|
2023
Q4 | $102M | Buy |
529,815
+1,298
| +0.2% | +$250K | 7.11% | 1 |
|
|
2023
Q3 | $90.5M | Buy |
528,517
+45,641
| +9% | +$7.81M | 6.65% | 1 |
|
|
2023
Q2 | $93.7M | Buy |
482,876
+50,870
| +12% | +$9.87M | 7.25% | 1 |
|
|
2023
Q1 | $71.2M | Buy |
432,006
+17,950
| +4% | +$2.96M | 6.67% | 1 |
|
|
2022
Q4 | $53.8M | Buy |
414,056
+28,507
| +7% | +$3.7M | 5.57% | 1 |
|
|
2022
Q3 | $53.3M | Buy |
385,549
+61,497
| +19% | +$8.5M | 6.32% | 1 |
|
|
2022
Q2 | $44.3M | Buy |
324,052
+16,712
| +5% | +$2.28M | 5.65% | 1 |
|
|
2022
Q1 | $53.7M | Buy |
307,340
+31,327
| +11% | +$5.47M | 6.01% | 1 |
|
|
2021
Q4 | $49M | Buy |
276,013
+69,784
| +34% | +$12.4M | 5.79% | 1 |
|
|
2021
Q3 | $29.2M | Buy |
206,229
+11,047
| +6% | +$1.56M | 4.4% | 4 |
|
|
2021
Q2 | $26.7M | Buy |
195,182
+24,622
| +14% | +$3.37M | 4.36% | 3 |
|
|
2021
Q1 | $22.6M | Hold |
170,560
| – | – | 3.98% | 5 |
|
|
2020
Q4 | $22.6M | Buy |
170,560
+26,403
| +18% | +$3.5M | 3.98% | 5 |
|
|
2020
Q3 | $16.7M | Buy |
144,157
+114,618
| +388% | +$13.3M | 3.58% | 6 |
|
|
2020
Q2 | $10.8M | Buy |
29,539
+3,577
| +14% | +$1.3M | 2.76% | 7 |
|
|
2020
Q1 | $6.6M | Buy |
25,962
+8,438
| +48% | +$2.15M | 2.05% | 7 |
|
|
2019
Q4 | $5.15M | Buy |
17,524
+5,820
| +50% | +$1.71M | 1.25% | 9 |
|
|
2019
Q3 | $2.62M | Buy |
11,704
+166
| +1% | +$37.2K | 0.73% | 14 |
|
|
2019
Q2 | $2.28M | Sell |
11,538
-157
| -1% | -$31.1K | 0.63% | 26 |
|
|
2019
Q1 | $2.22M | Sell |
11,695
-5,941
| -34% | -$1.13M | 0.57% | 31 |
|
|
2018
Q4 | $2.78M | Sell |
17,636
-2,379
| -12% | -$375K | 0.82% | 15 |
|
|
2018
Q3 | $4.52M | Buy |
20,015
+1,114
| +6% | +$251K | 1.12% | 7 |
|
|
2018
Q2 | $3.5M | Buy |
18,901
+7,206
| +62% | +$1.33M | 0.89% | 14 |
|
|
2018
Q1 | $2.22M | Sell |
11,695
-2,548
| -18% | -$484K | 0.57% | 31 |
|
|
2017
Q4 | $2.41M | Sell |
14,243
-1,078
| -7% | -$182K | 0.8% | 31 |
|
|
2017
Q3 | $2.36M | Sell |
15,321
-882
| -5% | -$136K | 0.81% | 24 |
|
|
2017
Q2 | $2.33M | Buy |
16,203
+3,322
| +26% | +$479K | 0.9% | 14 |
|
|
2017
Q1 | $1.85M | Buy |
12,881
+8,873
| +221% | +$1.27M | 0.87% | 24 |
|
|
2016
Q4 | $465K | Buy |
+4,008
| New | +$465K | 0.31% | 53 |
|