Ferguson Shapiro’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.81M | Sell |
16,621
-8,310
| -33% | -$2.38M | 1.41% | 20 |
|
|
2026
Q1 | $6.33M | Buy |
24,931
+4,586
| +23% | +$1.19M | 1.93% | 14 |
|
|
2025
Q4 | $5.53M | Buy |
20,345
+133
| +0.7% | +$35.7K | 1.7% | 14 |
|
|
2025
Q3 | $5.15M | Sell |
20,212
-150
| -0.7% | -$33.9K | 1.67% | 12 |
|
|
2025
Q2 | $4.18M | Buy |
20,362
+113
| +0.6% | +$22.8K | 1.41% | 13 |
|
|
2025
Q1 | $4.5M | Sell |
20,249
-323
| -2% | -$74.8K | 1.67% | 14 |
|
|
2024
Q4 | $5.15M | Sell |
20,572
-371
| -2% | -$87.4K | 1.91% | 12 |
|
|
2024
Q3 | $4.88M | Buy |
20,943
+1,197
| +6% | +$267K | 1.82% | 15 |
|
|
2024
Q2 | $4.16M | Sell |
19,746
-646
| -3% | -$120K | 1.63% | 13 |
|
|
2024
Q1 | $3.5M | Buy |
20,392
+135
| +0.7% | +$24.5K | 1.61% | 13 |
|
|
2023
Q4 | $3.9M | Buy |
20,257
+4,563
| +29% | +$843K | 1.88% | 12 |
|
|
2023
Q3 | $2.69M | Buy |
15,694
+2,166
| +16% | +$397K | 1.48% | 9 |
|
|
2023
Q2 | $2.62M | Sell |
13,528
-20,622
| -60% | -$3.59M | 1.72% | 9 |
|
|
2023
Q1 | $5.63M | Buy |
34,150
+382
| +1% | +$56.4K | 4.83% | 6 |
|
|
2022
Q4 | $4.39M | Buy |
33,768
+886
| +3% | +$127K | 3.14% | 12 |
|
|
2022
Q3 | $4.54M | Sell |
32,882
-576
| -2% | -$90.4K | 2.73% | 13 |
|
|
2022
Q2 | $4.57M | Buy |
33,458
+23,726
| +244% | +$3.59M | 2.86% | 12 |
|
|
2022
Q1 | $1.7M | Buy |
9,732
+124
| +1% | +$20.9K | 0.83% | 16 |
|
|
2021
Q4 | $1.71M | Sell |
9,608
-168
| -2% | -$26.6K | 0.92% | 20 |
|
|
2021
Q3 | $1.38M | Buy |
9,776
+2
| +0% | +$294 | 0.81% | 22 |
|
|
2021
Q2 | $1.34M | Buy |
9,774
+5
| +0.1% | +$648 | 0.78% | 20 |
|
|
2021
Q1 | $1.19M | Buy |
9,769
+727
| +8% | +$93.3K | 0.77% | 18 |
|
|
2020
Q4 | $1.2M | Buy |
9,042
+177
| +2% | +$21.3K | 0.89% | 24 |
|
|
2020
Q3 | $1.03M | Buy |
8,865
+4,549
| +105% | +$496K | 0.7% | 20 |
|
|
2020
Q2 | $411K | Sell |
4,316
-48
| -1% | -$3.72K | 0.28% | 29 |
|
|
2020
Q1 | $302K | Sell |
4,364
-136
| -3% | -$10K | 0.21% | 16 |
|
|
2019
Q4 | $330K | Buy |
+4,500
| New | +$290K | 0.25% | 20 |
|
Other funds holding AAPL
CRM
CNB
P
WT
QCM