Evelyn V. Moreno’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $14.3M | Sell |
74,492
-130,496
| -64% | -$24.1M | 6.77% | 1 |
|
|
2023
Q3 | $35.1M | Sell |
204,988
-1,265
| -0.6% | -$232K | 7.65% | 1 |
|
|
2023
Q2 | $40M | Sell |
206,253
-3,513
| -2% | -$612K | 8.54% | 1 |
|
|
2023
Q1 | $34.6M | Buy |
209,766
+3,752
| +2% | +$554K | 7.84% | 1 |
|
|
2022
Q4 | $26.8M | Buy |
206,014
+100,542
| +95% | +$14.4M | 6.19% | 1 |
|
|
2022
Q3 | $14.6M | Sell |
105,472
-119,817
| -53% | -$18.8M | 6.58% | 1 |
|
|
2022
Q2 | $30.8M | Sell |
225,289
-7,936
| -3% | -$1.2M | 7.19% | 1 |
|
|
2022
Q1 | $40.7M | Buy |
233,225
+10,496
| +5% | +$1.77M | 8.24% | 1 |
|
|
2021
Q4 | $39.5M | Buy |
222,729
+14,375
| +7% | +$2.27M | 7.91% | 1 |
|
|
2021
Q3 | $29.5M | Sell |
208,354
-6,098
| -3% | -$898K | 6.94% | 1 |
|
|
2021
Q2 | $29.4M | Sell |
214,452
-9,661
| -4% | -$1.25M | 6.9% | 1 |
|
|
2021
Q1 | $27.4M | Sell |
224,113
-1,021
| -0.5% | -$131K | 6.53% | 1 |
|
|
2020
Q4 | $29.9M | Sell |
225,134
-9,159
| -4% | -$1.1M | 7.42% | 1 |
|
|
2020
Q3 | $27.1M | Sell |
234,293
-9,147
| -4% | -$998K | 7.34% | 1 |
|
|
2020
Q2 | $22.2M | Sell |
243,440
-3,208
| -1% | -$249K | 6.46% | 1 |
|
|
2020
Q1 | $15.7M | Sell |
246,648
-26,156
| -10% | -$1.92M | 5.32% | 1 |
|
|
2019
Q4 | $20M | Sell |
272,804
-8,560
| -3% | -$551K | 5.39% | 2 |
|
|
2019
Q3 | $15.8M | Buy |
281,364
+17,264
| +7% | +$903K | 4.32% | 2 |
|
|
2019
Q2 | $13.1M | Sell |
264,100
-10,552
| -4% | -$514K | 3.97% | 2 |
|
|
2019
Q1 | $13M | Sell |
274,652
-1,200
| -0.4% | -$50.9K | 3.85% | 3 |
|
|
2018
Q4 | $10.9M | Sell |
275,852
-2,720
| -1% | -$132K | 3.59% | 3 |
|
|
2018
Q3 | $15.7M | Sell |
278,572
-8,600
| -3% | -$448K | 4.4% | 2 |
|
|
2018
Q2 | $13.3M | Buy |
287,172
+400
| +0.1% | +$18.1K | 3.88% | 3 |
|
|
2018
Q1 | $12M | Sell |
286,772
-6,004
| -2% | -$258K | 3.68% | 3 |
|
|
2017
Q4 | $12.4M | Sell |
292,776
-48,180
| -14% | -$2.01M | 3.75% | 3 |
|
|
2017
Q3 | $13.1M | Sell |
340,956
-14,900
| -4% | -$578K | 3.93% | 3 |
|
|
2017
Q2 | $12.8M | Sell |
355,856
-2,840
| -0.8% | -$105K | 3.93% | 3 |
|
|
2017
Q1 | $12.9M | Buy |
358,696
+44,740
| +14% | +$1.47M | 3.92% | 3 |
|
|
2016
Q4 | $9.09M | Sell |
313,956
-920
| -0.3% | -$26.1K | 3.28% | 3 |
|
|
2016
Q3 | $8.9M | Buy |
314,876
+1,920
| +0.6% | +$50.8K | 3.26% | 3 |
|
|
2016
Q2 | $7.48M | Buy |
312,956
+19,352
| +7% | +$481K | 2.84% | 3 |
|
|
2016
Q1 | $8M | Buy |
293,604
+51,416
| +21% | +$1.28M | 3.1% | 3 |
|
|
2015
Q4 | $6.37M | Buy |
242,188
+17,300
| +8% | +$494K | 2.66% | 3 |
|
|
2015
Q3 | $6.2M | Sell |
224,888
-1,480
| -0.7% | -$43.4K | 2.66% | 4 |
|
|
2015
Q2 | $7.1M | Sell |
226,368
-5,328
| -2% | -$170K | 2.82% | 4 |
|
|
2015
Q1 | $7.21M | Sell |
231,696
-9,340
| -4% | -$282K | 2.72% | 4 |
|
|
2014
Q4 | $6.65M | Sell |
241,036
-1,440
| -0.6% | -$39.2K | 2.45% | 5 |
|
|
2014
Q3 | $6.11M | Sell |
242,476
-21,004
| -8% | -$515K | 2.34% | 5 |
|
|
2014
Q2 | $6.12M | Sell |
263,480
-1,036
| -0.4% | -$22K | 2.3% | 6 |
|
|
2014
Q1 | $5.07M | Buy |
264,516
+392
| +0.1% | +$7.46K | 1.99% | 12 |
|
|
2013
Q4 | $5.29M | Buy |
+264,124
| New | +$4.99M | 2.18% | 7 |
|
Other funds holding AAPL
Evelyn V. Moreno's AAPL Position: Q4 2023 in Review
Evelyn V. Moreno reduced its Apple (AAPL) stake by 64% in Q4 2023, selling an estimated $24.1M and leaving 74,492 shares worth $14.3M. The position accounts for 6.77% of the portfolio, ranked #1.
Evelyn V. Moreno first reported a position in AAPL in Q4 2013 and has held it in 41 quarters since. The position peaked at $40.7M in Q1 2022. 4,965 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.
- Evelyn V. Moreno held 74,492 shares of Apple worth $14.3M as of Q4 2023.
- Evelyn V. Moreno sold 130,496 Apple shares in Q4 2023, an estimated $24.1M.
- Apple made up 6.77% of Evelyn V. Moreno's portfolio in Q4 2023, its #1 holding.
- Evelyn V. Moreno first reported a position in Apple in Q4 2013 and has held it in 41 quarters since.
- Evelyn V. Moreno's Apple position peaked at $40.7M in Q1 2022.
- 4,965 funds tracked by Wall St. Rank held Apple as of Q4 2023.
Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.