Financial Management Network’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
66,039
+890
| +1% | +$190K | 2.53% | 10 |
|
|
2025
Q1 | $11.8M | Sell |
65,149
-2,387
| -4% | -$433K | 2.66% | 11 |
|
|
2024
Q4 | $16.4M | Buy |
67,536
+3,066
| +5% | +$746K | 3.42% | 5 |
|
|
2024
Q3 | $14.6M | Buy |
64,470
+1,978
| +3% | +$449K | 3.06% | 7 |
|
|
2024
Q2 | $14.1M | Buy |
62,492
+126
| +0.2% | +$28.5K | 3.39% | 7 |
|
|
2024
Q1 | $10.5M | Sell |
62,366
-1,050
| -2% | -$177K | 2.65% | 9 |
|
|
2023
Q4 | $11.5M | Sell |
63,416
-383
| -0.6% | -$69.4K | 3.35% | 8 |
|
|
2023
Q3 | $11.1M | Sell |
63,799
-593
| -0.9% | -$103K | 3.67% | 7 |
|
|
2023
Q2 | $12.4M | Sell |
64,392
-1,794
| -3% | -$345K | 4.32% | 4 |
|
|
2023
Q1 | $11M | Sell |
66,186
-974
| -1% | -$161K | 4.4% | 4 |
|
|
2022
Q4 | $8.49M | Buy |
67,160
+1,107
| +2% | +$140K | 3.77% | 6 |
|
|
2022
Q3 | $9.65M | Buy |
66,053
+736
| +1% | +$108K | 4.76% | 4 |
|
|
2022
Q2 | $9.07M | Sell |
65,317
-1,395
| -2% | -$194K | 4.83% | 4 |
|
|
2022
Q1 | $11.9M | Sell |
66,712
-180
| -0.3% | -$32.1K | 6.05% | 3 |
|
|
2021
Q4 | $12M | Sell |
66,892
-2,291
| -3% | -$412K | 5.51% | 4 |
|
|
2021
Q3 | $9.63M | Buy |
69,183
+582
| +0.8% | +$81K | 4.88% | 4 |
|
|
2021
Q2 | $9.6M | Sell |
68,601
-1,932
| -3% | -$270K | 4.88% | 4 |
|
|
2021
Q1 | $9.35M | Buy |
70,533
+9,145
| +15% | +$1.21M | 4.84% | 4 |
|
|
2020
Q4 | $8.11M | Buy |
+61,388
| New | +$8.11M | 4.99% | 4 |
|