FM
Family Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Sell |
105,736
-1,117
| -1% | -$229K | 3.25% | 7 |
|
|
2025
Q1 | $23.7M | Buy |
106,853
+10,544
| +11% | +$2.34M | 3.88% | 4 |
|
|
2024
Q4 | $24.1M | Buy |
96,309
+1,481
| +2% | +$371K | 3.87% | 4 |
|
|
2024
Q3 | $22.1M | Buy |
94,828
+149
| +0.2% | +$34.7K | 3.65% | 6 |
|
|
2024
Q2 | $19.9M | Sell |
94,679
-2,645
| -3% | -$557K | 3.5% | 7 |
|
|
2024
Q1 | $16.7M | Sell |
97,324
-1,415
| -1% | -$243K | 3.07% | 8 |
|
|
2023
Q4 | $19M | Buy |
98,739
+11,321
| +13% | +$2.18M | 3.95% | 5 |
|
|
2023
Q3 | $15M | Buy |
87,418
+5,226
| +6% | +$895K | 3.4% | 7 |
|
|
2023
Q2 | $15.9M | Sell |
82,192
-7,906
| -9% | -$1.53M | 3.49% | 5 |
|
|
2023
Q1 | $14.9M | Sell |
90,098
-2,050
| -2% | -$338K | 3.42% | 8 |
|
|
2022
Q4 | $12M | Sell |
92,148
-665
| -0.7% | -$86.4K | 2.92% | 5 |
|
|
2022
Q3 | $12.8M | Sell |
92,813
-1,673
| -2% | -$231K | 3.3% | 4 |
|
|
2022
Q2 | $12.9M | Sell |
94,486
-22,002
| -19% | -$3.01M | 3.48% | 6 |
|
|
2022
Q1 | $20.3M | Buy |
116,488
+4,527
| +4% | +$790K | 5.64% | 1 |
|
|
2021
Q4 | $19.9M | Buy |
111,961
+932
| +0.8% | +$165K | 5.17% | 1 |
|
|
2021
Q3 | $15.7M | Sell |
111,029
-10,603
| -9% | -$1.5M | 4.34% | 1 |
|
|
2021
Q2 | $16.7M | Buy |
121,632
+11,883
| +11% | +$1.63M | 4.41% | 2 |
|
|
2021
Q1 | $13.4M | Sell |
109,749
-28,012
| -20% | -$3.42M | 4.21% | 2 |
|
|
2020
Q4 | $18.3M | Sell |
137,761
-8,153
| -6% | -$1.08M | 6.26% | 1 |
|
|
2020
Q3 | $16.9M | Buy |
145,914
+102,114
| +233% | +$11.8M | 7.41% | 1 |
|
|
2020
Q2 | $16M | Sell |
43,800
-107
| -0.2% | -$39K | 6.5% | 1 |
|
|
2020
Q1 | $11.2M | Sell |
43,907
-1,483
| -3% | -$377K | 5.58% | 1 |
|
|
2019
Q4 | $13.3M | Buy |
45,390
+449
| +1% | +$132K | 4.6% | 2 |
|
|
2019
Q3 | $10.1M | Sell |
44,941
-787
| -2% | -$176K | 3.75% | 5 |
|
|
2019
Q2 | $9.05M | Buy |
45,728
+922
| +2% | +$182K | 3.55% | 4 |
|
|
2019
Q1 | $8.51M | Sell |
44,806
-26,192
| -37% | -$4.98M | 3.67% | 5 |
|
|
2018
Q4 | $11.2M | Sell |
70,998
-9,231
| -12% | -$1.46M | 4.69% | 3 |
|
|
2018
Q3 | $18.1M | Sell |
80,229
-996
| -1% | -$225K | 10.58% | 1 |
|
|
2018
Q2 | $15M | Sell |
81,225
-225
| -0.3% | -$41.6K | 9.32% | 1 |
|
|
2018
Q1 | $13.7M | Sell |
81,450
-2,632
| -3% | -$442K | 10.28% | 1 |
|
|
2017
Q4 | $14.2M | Sell |
84,082
-17,719
| -17% | -$3M | 9.94% | 1 |
|
|
2017
Q3 | $15.7M | Sell |
101,801
-1,094
| -1% | -$169K | 10.75% | 1 |
|
|
2017
Q2 | $14.8M | Sell |
102,895
-13,170
| -11% | -$1.9M | 10.19% | 1 |
|
|
2017
Q1 | $16.7M | Sell |
116,065
-4,782
| -4% | -$687K | 11.48% | 1 |
|
|
2016
Q4 | $14M | Sell |
120,847
-3,482
| -3% | -$403K | 9.58% | 1 |
|
|
2016
Q3 | $14.1M | Sell |
124,329
-15,847
| -11% | -$1.79M | 7.95% | 1 |
|
|
2016
Q2 | $13.4M | Sell |
140,176
-957
| -0.7% | -$91.5K | 7.58% | 1 |
|
|
2016
Q1 | $15.4M | Sell |
141,133
-120
| -0.1% | -$13.1K | 9.98% | 1 |
|
|
2015
Q4 | $14.9M | Buy |
141,253
+30
| +0% | +$3.16K | 7.68% | 1 |
|
|
2015
Q3 | $15.6M | Sell |
141,223
-8,086
| -5% | -$892K | 6.88% | 1 |
|
|
2015
Q2 | $18.7M | Buy |
149,309
+21,242
| +17% | +$2.66M | 7.72% | 1 |
|
|
2015
Q1 | $15.9M | Sell |
128,067
-11,873
| -8% | -$1.48M | 7.35% | 1 |
|
|
2014
Q4 | $15.4M | Sell |
139,940
-2,691
| -2% | -$297K | 7.01% | 1 |
|
|
2014
Q3 | $14.4M | Sell |
142,631
-352
| -0.2% | -$35.5K | 6.54% | 1 |
|
|
2014
Q2 | $13.3M | Buy |
142,983
+122,710
| +605% | +$11.4M | 6.47% | 1 |
|
|
2014
Q1 | $10.9M | Buy |
20,273
+3,564
| +21% | +$1.91M | 5.66% | 1 |
|
|
2013
Q4 | $9.37M | Buy |
16,709
+3,419
| +26% | +$1.92M | 5.39% | 1 |
|
|
2013
Q3 | $6.34M | Sell |
13,290
-1,075
| -7% | -$513K | 4.1% | 2 |
|
|
2013
Q2 | $5.7M | Buy |
+14,365
| New | +$5.7M | 3.46% | 5 |
|