Financial Counselors Inc’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Sell |
1,836
-1,402,300
| -100% | -$288M | 0.53% | 13 |
|
|
2025
Q1 | $312M | Buy |
1,404,136
+181
| +0% | +$40.2K | 4.73% | 1 |
|
|
2024
Q4 | $352M | Sell |
1,403,955
-8,672
| -0.6% | -$2.17M | 5.13% | 1 |
|
|
2024
Q3 | $329M | Sell |
1,412,627
-4,110
| -0.3% | -$958K | 4.87% | 1 |
|
|
2024
Q2 | $298M | Buy |
1,416,737
+26,192
| +2% | +$5.52M | 4.8% | 2 |
|
|
2024
Q1 | $238M | Sell |
1,390,545
-71,384
| -5% | -$12.2M | 4.02% | 2 |
|
|
2023
Q4 | $281M | Sell |
1,461,929
-21,033
| -1% | -$4.05M | 5.02% | 1 |
|
|
2023
Q3 | $254M | Sell |
1,482,962
-24,679
| -2% | -$4.23M | 5.08% | 1 |
|
|
2023
Q2 | $292M | Sell |
1,507,641
-8,747
| -0.6% | -$1.7M | 5.94% | 1 |
|
|
2023
Q1 | $250M | Buy |
1,516,388
+1,164
| +0.1% | +$192K | 5.38% | 1 |
|
|
2022
Q4 | $197M | Sell |
1,515,224
-15,514
| -1% | -$2.02M | 4.41% | 1 |
|
|
2022
Q3 | $212M | Sell |
1,530,738
-6,675
| -0.4% | -$922K | 5.21% | 1 |
|
|
2022
Q2 | $210M | Buy |
1,537,413
+51,957
| +3% | +$7.1M | 4.92% | 1 |
|
|
2022
Q1 | $259M | Sell |
1,485,456
-11,194
| -0.7% | -$1.95M | 5.37% | 1 |
|
|
2021
Q4 | $266M | Sell |
1,496,650
-118,422
| -7% | -$21M | 5.46% | 1 |
|
|
2021
Q3 | $229M | Buy |
1,615,072
+32,148
| +2% | +$4.55M | 4.89% | 1 |
|
|
2021
Q2 | $217M | Buy |
1,582,924
+17,311
| +1% | +$2.37M | 4.71% | 1 |
|
|
2021
Q1 | $191M | Buy |
1,565,613
+23,366
| +2% | +$2.85M | 4.45% | 1 |
|
|
2020
Q4 | $205M | Buy |
1,542,247
+48,308
| +3% | +$6.41M | 5.14% | 1 |
|
|
2020
Q3 | $173M | Sell |
1,493,939
-52,045
| -3% | -$6.03M | 5.07% | 1 |
|
|
2020
Q2 | $141M | Buy |
1,545,984
+243,052
| +19% | +$22.2M | 4.51% | 1 |
|
|
2020
Q1 | $82.8M | Buy |
1,302,932
+5,404
| +0.4% | +$344K | 3.67% | 2 |
|
|
2019
Q4 | $95.3M | Buy |
1,297,528
+14,868
| +1% | +$1.09M | 3.39% | 1 |
|
|
2019
Q3 | $71.8M | Buy |
1,282,660
+26,068
| +2% | +$1.46M | 2.82% | 2 |
|
|
2019
Q2 | $62.2M | Sell |
1,256,592
-33,868
| -3% | -$1.68M | 2.53% | 2 |
|
|
2019
Q1 | $61.3M | Buy |
1,290,460
+157,280
| +14% | +$7.47M | 2.6% | 1 |
|
|
2018
Q4 | $44.7M | Buy |
1,133,180
+16,276
| +1% | +$642K | 2.2% | 2 |
|
|
2018
Q3 | $63M | Buy |
1,116,904
+34,316
| +3% | +$1.94M | 2.76% | 1 |
|
|
2018
Q2 | $50.1M | Buy |
1,082,588
+32,196
| +3% | +$1.49M | 2.32% | 1 |
|
|
2018
Q1 | $44.1M | Buy |
1,050,392
+77,772
| +8% | +$3.26M | 2.1% | 2 |
|
|
2017
Q4 | $41.1M | Buy |
972,620
+11,012
| +1% | +$466K | 1.89% | 3 |
|
|
2017
Q3 | $37.1M | Sell |
961,608
-18,716
| -2% | -$721K | 1.8% | 3 |
|
|
2017
Q2 | $35.3M | Sell |
980,324
-13,220
| -1% | -$476K | 1.75% | 2 |
|
|
2017
Q1 | $35.7M | Sell |
993,544
-1,620
| -0.2% | -$58.2K | 1.82% | 2 |
|
|
2016
Q4 | $28.8M | Buy |
+995,164
| New | +$28.8M | 1.54% | 5 |
|
|
2016
Q2 | $22.3M | Sell |
931,916
-5,764
| -0.6% | -$138K | 1.33% | 8 |
|
|
2016
Q1 | $25.5M | Buy |
937,680
+22,392
| +2% | +$610K | 1.59% | 4 |
|
|
2015
Q4 | $24.1M | Buy |
915,288
+7,556
| +0.8% | +$199K | 1.55% | 5 |
|
|
2015
Q3 | $25M | Buy |
907,732
+18,976
| +2% | +$523K | 1.72% | 3 |
|
|
2015
Q2 | $27.9M | Sell |
888,756
-5,040
| -0.6% | -$158K | 1.77% | 3 |
|
|
2015
Q1 | $27.8M | Buy |
893,796
+18,096
| +2% | +$563K | 1.73% | 3 |
|
|
2014
Q4 | $24.2M | Buy |
875,700
+26,744
| +3% | +$738K | 1.53% | 3 |
|
|
2014
Q3 | $21.4M | Buy |
848,956
+62,096
| +8% | +$1.56M | 1.5% | 6 |
|
|
2014
Q2 | $18.3M | Sell |
786,860
-36,676
| -4% | -$852K | 1.27% | 10 |
|
|
2014
Q1 | $15.8M | Buy |
823,536
+22,932
| +3% | +$440K | 1.14% | 12 |
|
|
2013
Q4 | $16M | Sell |
800,604
-7,504
| -0.9% | -$150K | 1.2% | 11 |
|
|
2013
Q3 | $13.8M | Sell |
808,108
-79,156
| -9% | -$1.35M | 1.14% | 14 |
|
|
2013
Q2 | $12.6M | Buy |
+887,264
| New | +$12.6M | 1.04% | 20 |
|