Ervin Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
54,494
-1,891
| -3% | -$388K | 6.99% | 4 |
|
|
2025
Q1 | $12.5M | Sell |
56,385
-1,756
| -3% | -$390K | 8.45% | 3 |
|
|
2024
Q4 | $14.6M | Sell |
58,141
-3,418
| -6% | -$856K | 9.39% | 3 |
|
|
2024
Q3 | $14.3M | Sell |
61,559
-1,217
| -2% | -$284K | 9.2% | 3 |
|
|
2024
Q2 | $13.2M | Sell |
62,776
-2,293
| -4% | -$483K | 9.16% | 3 |
|
|
2024
Q1 | $11.2M | Sell |
65,069
-1,577
| -2% | -$270K | 7.82% | 3 |
|
|
2023
Q4 | $12.8M | Sell |
66,646
-780
| -1% | -$150K | 9.81% | 3 |
|
|
2023
Q3 | $11.5M | Sell |
67,426
-2,940
| -4% | -$503K | 9.68% | 3 |
|
|
2023
Q2 | $13.6M | Sell |
70,366
-5,356
| -7% | -$1.04M | 10.95% | 3 |
|
|
2023
Q1 | $12.3M | Sell |
75,722
-2,801
| -4% | -$455K | 10.73% | 3 |
|
|
2022
Q4 | $10.2M | Sell |
78,523
-2,159
| -3% | -$281K | 9.29% | 3 |
|
|
2022
Q3 | $11.2M | Sell |
80,682
-3,838
| -5% | -$530K | 11.05% | 2 |
|
|
2022
Q2 | $11.8M | Sell |
84,520
-120
| -0.1% | -$16.7K | 10.92% | 3 |
|
|
2022
Q1 | $15M | Sell |
84,640
-1,141
| -1% | -$203K | 11.51% | 3 |
|
|
2021
Q4 | $15.2M | Buy |
+85,781
| New | +$15.2M | 12.18% | 3 |
|