FineMark National Bank & Trust’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $148M | Sell |
544,537
-7,997
| -1% | -$2.15M | 4.62% | 4 |
|
|
2025
Q3 | $141M | Sell |
552,534
-24,995
| -4% | -$5.65M | 4.6% | 4 |
|
|
2025
Q2 | $118M | Buy |
577,529
+4,999
| +0.9% | +$1.01M | 4.03% | 4 |
|
|
2025
Q1 | $127M | Sell |
572,530
-3,960
| -0.7% | -$917K | 4.64% | 3 |
|
|
2024
Q4 | $144M | Sell |
576,490
-7,404
| -1% | -$1.74M | 5.04% | 3 |
|
|
2024
Q3 | $136M | Sell |
583,894
-7,915
| -1% | -$1.77M | 4.73% | 3 |
|
|
2024
Q2 | $125M | Sell |
591,809
-4,565
| -0.8% | -$851K | 4.59% | 3 |
|
|
2024
Q1 | $102M | Buy |
596,374
+14,555
| +3% | +$2.65M | 3.8% | 4 |
|
|
2023
Q4 | $112M | Buy |
581,819
+503
| +0.1% | +$92.9K | 4.58% | 3 |
|
|
2023
Q3 | $99.5M | Sell |
581,316
-10,482
| -2% | -$1.92M | 4.33% | 3 |
|
|
2023
Q2 | $115M | Sell |
591,798
-20,628
| -3% | -$3.59M | 4.72% | 3 |
|
|
2023
Q1 | $101M | Sell |
612,426
-2,098
| -0.3% | -$310K | 4.31% | 3 |
|
|
2022
Q4 | $79.8M | Sell |
614,524
-4,887
| -0.8% | -$698K | 3.59% | 3 |
|
|
2022
Q3 | $85.6M | Sell |
619,411
-23,179
| -4% | -$3.64M | 4.26% | 3 |
|
|
2022
Q2 | $87.9M | Sell |
642,590
-13,898
| -2% | -$2.1M | 4.04% | 3 |
|
|
2022
Q1 | $115M | Sell |
656,488
-46,394
| -7% | -$7.8M | 4.58% | 3 |
|
|
2021
Q4 | $125M | Sell |
702,882
-10,104
| -1% | -$1.6M | 4.77% | 3 |
|
|
2021
Q3 | $101M | Sell |
712,986
-31,702
| -4% | -$4.67M | 4.27% | 3 |
|
|
2021
Q2 | $102M | Buy |
744,688
+45,364
| +6% | +$5.88M | 4.14% | 3 |
|
|
2021
Q1 | $85.4M | Buy |
699,324
+248
| +0% | +$31.8K | 3.61% | 3 |
|
|
2020
Q4 | $92.8M | Sell |
699,076
-37,005
| -5% | -$4.45M | 4.15% | 3 |
|
|
2020
Q3 | $85.2M | Sell |
736,081
-72,723
| -9% | -$7.94M | 4.13% | 3 |
|
|
2020
Q2 | $73.8M | Sell |
808,804
-38,688
| -5% | -$3M | 4.07% | 3 |
|
|
2020
Q1 | $53.9M | Buy |
847,492
+26,332
| +3% | +$1.94M | 3.38% | 4 |
|
|
2019
Q4 | $60.3M | Sell |
821,160
-17,584
| -2% | -$1.13M | 3.02% | 4 |
|
|
2019
Q3 | $47M | Sell |
838,744
-1,160
| -0.1% | -$60.6K | 2.5% | 5 |
|
|
2019
Q2 | $41.6M | Buy |
839,904
+26,584
| +3% | +$1.3M | 2.31% | 7 |
|
|
2019
Q1 | $38.6M | Sell |
813,320
-3,500
| -0.4% | -$148K | 2.24% | 7 |
|
|
2018
Q4 | $32.2M | Buy |
816,820
+23,488
| +3% | +$1.14M | 2.18% | 5 |
|
|
2018
Q3 | $44.8M | Sell |
793,332
-143,096
| -15% | -$7.45M | 2.73% | 5 |
|
|
2018
Q2 | $43.3M | Buy |
936,428
+20,272
| +2% | +$919K | 2.63% | 5 |
|
|
2018
Q1 | $38.4M | Buy |
916,156
+22,704
| +3% | +$977K | 2.45% | 5 |
|
|
2017
Q4 | $37.8M | Sell |
893,452
-7,788
| -0.9% | -$325K | 2.4% | 5 |
|
|
2017
Q3 | $34.7M | Sell |
901,240
-33,924
| -4% | -$1.32M | 2.32% | 5 |
|
|
2017
Q2 | $33.7M | Buy |
935,164
+10,556
| +1% | +$390K | 2.42% | 5 |
|
|
2017
Q1 | $33.2M | Sell |
924,608
-1,040
| -0.1% | -$34.2K | 2.43% | 5 |
|
|
2016
Q4 | $26.8M | Sell |
925,648
-13,248
| -1% | -$376K | 2.15% | 5 |
|
|
2016
Q3 | $26M | Sell |
938,896
-28,500
| -3% | -$754K | 2.77% | 3 |
|
|
2016
Q2 | $23.1M | Buy |
967,396
+16,528
| +2% | +$411K | 2.58% | 3 |
|
|
2016
Q1 | $25.9M | Buy |
950,868
+14,036
| +1% | +$350K | 3.04% | 2 |
|
|
2015
Q4 | $24.7M | Buy |
936,832
+47,484
| +5% | +$1.36M | 2.94% | 3 |
|
|
2015
Q3 | $24.5M | Buy |
889,348
+50,968
| +6% | +$1.49M | 3.31% | 2 |
|
|
2015
Q2 | $26.3M | Buy |
838,380
+51,628
| +7% | +$1.65M | 3.43% | 2 |
|
|
2015
Q1 | $24.5M | Buy |
786,752
+42,528
| +6% | +$1.28M | 3.33% | 2 |
|
|
2014
Q4 | $20.5M | Buy |
744,224
+20,856
| +3% | +$567K | 3.02% | 2 |
|
|
2014
Q3 | $18.2M | Buy |
723,368
+21,872
| +3% | +$537K | 2.91% | 3 |
|
|
2014
Q2 | $16.3M | Buy |
701,496
+15,860
| +2% | +$337K | 2.75% | 3 |
|
|
2014
Q1 | $13.1M | Buy |
685,636
+57,596
| +9% | +$1.1M | 2.46% | 3 |
|
|
2013
Q4 | $12.6M | Buy |
628,040
+32,480
| +5% | +$614K | 2.6% | 3 |
|
|
2013
Q3 | $10.1M | Buy |
595,560
+35,756
| +6% | +$593K | 2.51% | 3 |
|
|
2013
Q2 | $7.93M | Buy |
+559,804
| New | +$8.61M | 2.39% | 3 |
|
Other funds holding AAPL
