Family Capital Trust’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.58M | Sell |
46,702
-2,517
| -5% | -$516K | 3.32% | 10 |
|
|
2025
Q1 | $10.9M | Sell |
49,219
-12
| -0% | -$2.67K | 3.92% | 5 |
|
|
2024
Q4 | $12.3M | Sell |
49,231
-1,419
| -3% | -$355K | 4.18% | 6 |
|
|
2024
Q3 | $11.8M | Sell |
50,650
-160
| -0.3% | -$37.3K | 3.79% | 4 |
|
|
2024
Q2 | $10.7M | Sell |
50,810
-1,608
| -3% | -$339K | 3.5% | 6 |
|
|
2024
Q1 | $8.99M | Sell |
52,418
-724
| -1% | -$124K | 3.08% | 8 |
|
|
2023
Q4 | $10.2M | Sell |
53,142
-131
| -0.2% | -$25.2K | 3.23% | 4 |
|
|
2023
Q3 | $9.12M | Sell |
53,273
-1,070
| -2% | -$183K | 3.23% | 4 |
|
|
2023
Q2 | $10.5M | Sell |
54,343
-174
| -0.3% | -$33.8K | 3.68% | 4 |
|
|
2023
Q1 | $8.99M | Sell |
54,517
-877
| -2% | -$145K | 3.48% | 4 |
|
|
2022
Q4 | $7.2M | Sell |
55,394
-140
| -0.3% | -$18.2K | 2.92% | 8 |
|
|
2022
Q3 | $7.68M | Sell |
55,534
-679
| -1% | -$93.8K | 3.51% | 5 |
|
|
2022
Q2 | $7.69M | Sell |
56,213
-657
| -1% | -$89.8K | 3.05% | 5 |
|
|
2022
Q1 | $9.93M | Sell |
56,870
-11,851
| -17% | -$2.07M | 3.23% | 4 |
|
|
2021
Q4 | $12.2M | Buy |
68,721
+3,825
| +6% | +$679K | 3.41% | 3 |
|
|
2021
Q3 | $9.18M | Sell |
64,896
-93
| -0.1% | -$13.2K | 2.62% | 8 |
|
|
2021
Q2 | $8.9M | Sell |
64,989
-1,725
| -3% | -$236K | 2.51% | 6 |
|
|
2021
Q1 | $8.15M | Sell |
66,714
-3,577
| -5% | -$437K | 2.55% | 7 |
|
|
2020
Q4 | $9.33M | Sell |
70,291
-35
| -0% | -$4.64K | 2.89% | 3 |
|
|
2020
Q3 | $8.14M | Sell |
70,326
-3,610
| -5% | -$418K | 2.66% | 3 |
|
|
2020
Q2 | $6.74M | Sell |
73,936
-10,648
| -13% | -$971K | 2.41% | 4 |
|
|
2020
Q1 | $5.78M | Sell |
84,584
-580
| -0.7% | -$39.6K | 2.26% | 8 |
|
|
2019
Q4 | $6.25M | Sell |
85,164
-4,036
| -5% | -$296K | 2.35% | 5 |
|
|
2019
Q3 | $4.99M | Sell |
89,200
-184
| -0.2% | -$10.3K | 2.05% | 18 |
|
|
2019
Q2 | $4.42M | Sell |
89,384
-2,188
| -2% | -$108K | 1.77% | 19 |
|
|
2019
Q1 | $4.35M | Sell |
91,572
-684
| -0.7% | -$32.5K | 1.84% | 17 |
|
|
2018
Q4 | $3.64M | Sell |
92,256
-2,424
| -3% | -$95.6K | 1.75% | 19 |
|
|
2018
Q3 | $5.34M | Sell |
94,680
-10,308
| -10% | -$582K | 2.23% | 10 |
|
|
2018
Q2 | $4.86M | Sell |
104,988
-716
| -0.7% | -$33.1K | 2.16% | 13 |
|
|
2018
Q1 | $4.43M | Sell |
105,704
-1,284
| -1% | -$53.9K | 2.02% | 16 |
|
|
2017
Q4 | $4.53M | Sell |
106,988
-1,164
| -1% | -$49.2K | 2.13% | 15 |
|
|
2017
Q3 | $4.17M | Sell |
108,152
-42,360
| -28% | -$1.63M | 2.11% | 17 |
|
|
2017
Q2 | $5.42M | Sell |
150,512
-628
| -0.4% | -$22.6K | 2.8% | 5 |
|
|
2017
Q1 | $5.43M | Sell |
151,140
-7,936
| -5% | -$285K | 2.88% | 4 |
|
|
2016
Q4 | $4.61M | Buy |
159,076
+556
| +0.4% | +$16.1K | 2.66% | 10 |
|
|
2016
Q3 | $4.48M | Buy |
158,520
+1,320
| +0.8% | +$37.3K | 2.54% | 11 |
|
|
2016
Q2 | $3.76M | Buy |
157,200
+1,020
| +0.7% | +$24.4K | 2.23% | 18 |
|
|
2016
Q1 | $4.26M | Sell |
156,180
-4,316
| -3% | -$118K | 2.47% | 11 |
|
|
2015
Q4 | $4.22M | Buy |
160,496
+256
| +0.2% | +$6.74K | 2.31% | 13 |
|
|
2015
Q3 | $4.42M | Sell |
160,240
-1,300
| -0.8% | -$35.9K | 2.56% | 12 |
|
|
2015
Q2 | $5.07M | Buy |
161,540
+1,104
| +0.7% | +$34.6K | 2.84% | 6 |
|
|
2015
Q1 | $4.99M | Sell |
160,436
-704
| -0.4% | -$21.9K | 2.76% | 8 |
|
|
2014
Q4 | $4.45M | Hold |
161,140
| – | – | 2.32% | 10 |
|
|
2014
Q3 | $4.06M | Sell |
161,140
-2,100
| -1% | -$52.9K | 2.23% | 11 |
|
|
2014
Q2 | $3.79M | Sell |
163,240
-2,380
| -1% | -$55.3K | 1.95% | 15 |
|
|
2014
Q1 | $3.18M | Hold |
165,620
| – | – | 1.72% | 20 |
|
|
2013
Q4 | $3.32M | Hold |
165,620
| – | – | 1.81% | 18 |
|
|
2013
Q3 | $2.82M | Buy |
165,620
+2,856
| +2% | +$48.6K | 1.7% | 17 |
|
|
2013
Q2 | $2.31M | Buy |
+162,764
| New | +$2.31M | 1.47% | 24 |
|