Empirical Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122M | Buy |
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|
2025
Q1 | $110M | Buy |
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|
2024
Q4 | $114M | Buy |
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|
2024
Q3 | $103M | Sell |
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|
2024
Q2 | $101M | Sell |
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|
2024
Q1 | $82.5M | Sell |
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|
2023
Q4 | $123M | Buy |
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|
2023
Q3 | $106M | Buy |
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|
2023
Q2 | $70.8M | Sell |
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|
2023
Q1 | $63.9M | Buy |
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|
2022
Q4 | $46.7M | Sell |
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|
2022
Q3 | $51.8M | Buy |
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|
2022
Q2 | $48M | Buy |
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|
2022
Q1 | $57.3M | Buy |
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|
2021
Q4 | $53M | Sell |
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|
2021
Q3 | $45.3M | Buy |
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|
2021
Q2 | $41.6M | Buy |
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|
2021
Q1 | $28.4M | Sell |
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|
2020
Q4 | $40.7M | Buy |
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|
2020
Q3 | $30.4M | Sell |
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|
2020
Q2 | $28.8M | Sell |
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|
2020
Q1 | $22.4M | Buy |
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|
2019
Q4 | $20.1M | Buy |
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|
2019
Q3 | $12.3M | Buy |
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|
2019
Q2 | $9.13M | Buy |
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|
2019
Q1 | $7.77M | Buy |
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|
2018
Q4 | $5.75M | Buy |
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|
2018
Q3 | $6.77M | Buy |
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|
2018
Q2 | $5.35M | Buy |
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|
2018
Q1 | $3.95M | Sell |
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|
2017
Q4 | $4.55M | Buy |
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|
2017
Q3 | $4.05M | Buy |
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|
2017
Q2 | $3.1M | Buy |
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|
2017
Q1 | $2.5M | Sell |
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|
2016
Q4 | $2.48M | Sell |
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|
2016
Q3 | $2.42M | Buy |
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|
2016
Q2 | $1.94M | Sell |
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|
2016
Q1 | $2.52M | Buy |
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|
2015
Q4 | $1.36M | Sell |
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|
2015
Q3 | $1.94M | Buy |
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|
2015
Q2 | $1.52M | Buy |
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|
2015
Q1 | $1.08M | Sell |
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|
2014
Q4 | $1.83M | Sell |
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|
2014
Q3 | $1.92M | Buy |
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|
2014
Q2 | $1.4M | Buy |
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|
2014
Q1 | $1.08M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $969K | Buy |
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|
2013
Q2 | $791K | Buy |
|