EWM
Empirical Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122M | Buy |
592,479
+97,378
| +20% | +$20M | 2.74% | 7 |
|
|
2025
Q1 | $110M | Buy |
495,101
+40,557
| +9% | +$9.01M | 2.83% | 7 |
|
|
2024
Q4 | $114M | Buy |
454,544
+13,781
| +3% | +$3.45M | 3.09% | 5 |
|
|
2024
Q3 | $103M | Sell |
440,763
-37,866
| -8% | -$8.82M | 2.88% | 7 |
|
|
2024
Q2 | $101M | Sell |
478,629
-2,457
| -0.5% | -$517K | 2.99% | 7 |
|
|
2024
Q1 | $82.5M | Sell |
481,086
-155,306
| -24% | -$26.6M | 2.49% | 11 |
|
|
2023
Q4 | $123M | Buy |
636,392
+16,628
| +3% | +$3.2M | 4.07% | 4 |
|
|
2023
Q3 | $106M | Buy |
619,764
+254,635
| +70% | +$43.6M | 4.16% | 4 |
|
|
2023
Q2 | $70.8M | Sell |
365,129
-22,315
| -6% | -$4.33M | 2.85% | 8 |
|
|
2023
Q1 | $63.9M | Buy |
387,444
+27,852
| +8% | +$4.59M | 2.77% | 8 |
|
|
2022
Q4 | $46.7M | Sell |
359,592
-15,536
| -4% | -$2.02M | 2.2% | 12 |
|
|
2022
Q3 | $51.8M | Buy |
375,128
+23,869
| +7% | +$3.3M | 2.72% | 5 |
|
|
2022
Q2 | $48M | Buy |
351,259
+23,384
| +7% | +$3.2M | 2.52% | 7 |
|
|
2022
Q1 | $57.3M | Buy |
327,875
+29,384
| +10% | +$5.13M | 2.85% | 5 |
|
|
2021
Q4 | $53M | Sell |
298,491
-21,553
| -7% | -$3.83M | 2.65% | 5 |
|
|
2021
Q3 | $45.3M | Buy |
320,044
+16,324
| +5% | +$2.31M | 2.58% | 6 |
|
|
2021
Q2 | $41.6M | Buy |
303,720
+70,958
| +30% | +$9.72M | 2.52% | 7 |
|
|
2021
Q1 | $28.4M | Sell |
232,762
-73,916
| -24% | -$9.03M | 2.28% | 9 |
|
|
2020
Q4 | $40.7M | Buy |
306,678
+43,873
| +17% | +$5.82M | 3.1% | 6 |
|
|
2020
Q3 | $30.4M | Buy |
262,805
+183,985
| +233% | +$21.3M | 2.6% | 7 |
|
|
2020
Q2 | $28.8M | Sell |
78,820
-9,266
| -11% | -$3.38M | 2.68% | 7 |
|
|
2020
Q1 | $22.4M | Buy |
88,086
+19,770
| +29% | +$5.03M | 2.45% | 7 |
|
|
2019
Q4 | $20.1M | Buy |
68,316
+13,570
| +25% | +$3.98M | 2.2% | 8 |
|
|
2019
Q3 | $12.3M | Buy |
54,746
+8,626
| +19% | +$1.93M | 1.48% | 10 |
|
|
2019
Q2 | $9.13M | Buy |
46,120
+5,211
| +13% | +$1.03M | 1.19% | 15 |
|
|
2019
Q1 | $7.77M | Buy |
40,909
+4,437
| +12% | +$843K | 1.13% | 15 |
|
|
2018
Q4 | $5.75M | Buy |
36,472
+6,475
| +22% | +$1.02M | 0.98% | 19 |
|
|
2018
Q3 | $6.77M | Buy |
29,997
+1,078
| +4% | +$243K | 1.2% | 14 |
|
|
2018
Q2 | $5.35M | Buy |
28,919
+5,369
| +23% | +$994K | 1% | 16 |
|
|
2018
Q1 | $3.95M | Sell |
23,550
-3,314
| -12% | -$556K | 0.78% | 20 |
|
|
2017
Q4 | $4.55M | Buy |
26,864
+614
| +2% | +$104K | 0.97% | 17 |
|
|
2017
Q3 | $4.05M | Buy |
26,250
+4,692
| +22% | +$723K | 0.93% | 16 |
|
|
2017
Q2 | $3.11M | Buy |
21,558
+4,154
| +24% | +$598K | 0.76% | 19 |
|
|
2017
Q1 | $2.5M | Sell |
17,404
-4,020
| -19% | -$577K | 0.62% | 20 |
|
|
2016
Q4 | $2.48M | Sell |
21,424
-6
| -0% | -$695 | 0.61% | 20 |
|
|
2016
Q3 | $2.42M | Buy |
21,430
+1,178
| +6% | +$133K | 0.63% | 18 |
|
|
2016
Q2 | $1.94M | Sell |
20,252
-2,870
| -12% | -$274K | 0.51% | 25 |
|
|
2016
Q1 | $2.52M | Buy |
23,122
+10,180
| +79% | +$1.11M | 0.61% | 17 |
|
|
2015
Q4 | $1.36M | Sell |
12,942
-4,632
| -26% | -$487K | 0.33% | 40 |
|
|
2015
Q3 | $1.94M | Buy |
17,574
+5,477
| +45% | +$604K | 0.46% | 30 |
|
|
2015
Q2 | $1.52M | Buy |
12,097
+3,405
| +39% | +$427K | 0.35% | 37 |
|
|
2015
Q1 | $1.08M | Sell |
8,692
-7,855
| -47% | -$978K | 0.26% | 48 |
|
|
2014
Q4 | $1.83M | Sell |
16,547
-2,536
| -13% | -$280K | 0.45% | 31 |
|
|
2014
Q3 | $1.92M | Buy |
19,083
+4,005
| +27% | +$404K | 0.47% | 32 |
|
|
2014
Q2 | $1.4M | Buy |
15,078
+13,058
| +646% | +$1.21M | 0.35% | 40 |
|
|
2014
Q1 | $1.08M | Buy |
+2,020
| New | +$1.08M | 0.29% | 44 |
|
|
2013
Q4 | – | Sell |
-2,032
| Closed | -$969K | – | 94 |
|
|
2013
Q3 | $969K | Buy |
2,032
+37
| +2% | +$17.6K | 0.3% | 41 |
|
|
2013
Q2 | $791K | Buy |
+1,995
| New | +$791K | 0.26% | 41 |
|