Family Capital 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 | $4.31M | Buy |
20,985
+3,763
| +22% | +$772K | 2.26% | 10 |
|
2025
Q1 | $3.83M | Buy |
17,222
+312
| +2% | +$69.3K | 2.36% | 10 |
|
2024
Q4 | $4.23M | Buy |
16,910
+48
| +0.3% | +$12K | 2.56% | 10 |
|
2024
Q3 | $3.93M | Sell |
16,862
-5
| -0% | -$1.17K | 2.53% | 10 |
|
2024
Q2 | $3.55M | Buy |
16,867
+2,100
| +14% | +$442K | 2.42% | 11 |
|
2024
Q1 | $2.53M | Sell |
14,767
-3,734
| -20% | -$640K | 1.76% | 14 |
|
2023
Q4 | $3.56M | Sell |
18,501
-729
| -4% | -$140K | 2.53% | 12 |
|
2023
Q3 | $3.29M | Buy |
19,230
+33
| +0.2% | +$5.65K | 2.17% | 16 |
|
2023
Q2 | $3.72M | Buy |
19,197
+489
| +3% | +$94.9K | 2.32% | 15 |
|
2023
Q1 | $3.08M | Buy |
18,708
+21
| +0.1% | +$3.46K | 1.33% | 15 |
|
2022
Q4 | $2.43M | Buy |
+18,687
| New | +$2.43M | 1.6% | 15 |
|