FAM
Formidable Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.7M | Sell |
210,331
-104
| -0% | -$23.1K | 7.81% | 2 |
|
|
2025
Q1 | $46.7M | Sell |
210,435
-5,800
| -3% | -$1.29M | 7.81% | 2 |
|
|
2024
Q4 | $54.1M | Sell |
216,235
-5,654
| -3% | -$1.42M | 8.89% | 1 |
|
|
2024
Q3 | $51.7M | Sell |
221,889
-4,818
| -2% | -$1.12M | 8.26% | 2 |
|
|
2024
Q2 | $47.7M | Buy |
226,707
+1,773
| +0.8% | +$373K | 7.72% | 2 |
|
|
2024
Q1 | $38.6M | Buy |
224,934
+17,792
| +9% | +$3.05M | 6.29% | 2 |
|
|
2023
Q4 | $39.9M | Sell |
207,142
-4,821
| -2% | -$928K | 8.28% | 2 |
|
|
2023
Q3 | $36.3M | Sell |
211,963
-2,291
| -1% | -$392K | 8.04% | 2 |
|
|
2023
Q2 | $41.6M | Sell |
214,254
-10,426
| -5% | -$2.02M | 9.07% | 2 |
|
|
2023
Q1 | $37.3M | Sell |
224,680
-2,179
| -1% | -$362K | 7.88% | 2 |
|
|
2022
Q4 | $29.5M | Sell |
226,859
-1,591
| -0.7% | -$207K | 6.66% | 2 |
|
|
2022
Q3 | $34.7M | Sell |
228,450
-5,118
| -2% | -$778K | 8.06% | 2 |
|
|
2022
Q2 | $32.3M | Sell |
233,568
-1,675
| -0.7% | -$231K | 7.27% | 2 |
|
|
2022
Q1 | $41.1M | Sell |
235,243
-2,066
| -0.9% | -$361K | 7.88% | 2 |
|
|
2021
Q4 | $42.6M | Sell |
237,309
-34,853
| -13% | -$6.26M | 8.17% | 2 |
|
|
2021
Q3 | $38.5M | Buy |
272,162
+227,242
| +506% | +$32.2M | 7.23% | 2 |
|
|
2021
Q2 | $6.15M | Sell |
44,920
-237,980
| -84% | -$32.6M | 1.32% | 15 |
|
|
2021
Q1 | $34.7M | Sell |
282,900
-11,548
| -4% | -$1.42M | 7.55% | 2 |
|
|
2020
Q4 | $38.2M | Buy |
294,448
+626
| +0.2% | +$81.2K | 8.85% | 2 |
|
|
2020
Q3 | $33.3M | Buy |
293,822
+221,026
| +304% | +$25M | 9.7% | 2 |
|
|
2020
Q2 | $28.3M | Buy |
72,796
+827
| +1% | +$322K | 8.35% | 2 |
|
|
2020
Q1 | $18.3M | Sell |
71,969
-2,684
| -4% | -$683K | 7.21% | 3 |
|
|
2019
Q4 | $23.6M | Buy |
74,653
+73,190
| +5,003% | +$23.1M | 7.44% | 3 |
|
|
2019
Q3 | $328K | Sell |
1,463
-80,158
| -98% | -$18M | 0.3% | 60 |
|
|
2019
Q2 | $17.4M | Buy |
81,621
+63,086
| +340% | +$13.4M | 5.97% | 3 |
|
|
2019
Q1 | $547K | Sell |
18,535
-70,784
| -79% | -$2.09M | 0.22% | 90 |
|
|
2018
Q4 | $14.1M | Buy |
89,319
+1,511
| +2% | +$238K | 7.45% | 3 |
|
|
2018
Q3 | $20.4M | Sell |
87,808
-1,236
| -1% | -$287K | 8.02% | 2 |
|
|
2018
Q2 | $16.5M | Sell |
89,044
-1,060
| -1% | -$196K | 7.1% | 3 |
|
|
2018
Q1 | $15.1M | Sell |
90,104
-499
| -0.6% | -$83.8K | 7.58% | 3 |
|
|
2017
Q4 | $15.3M | Buy |
90,603
+174
| +0.2% | +$29.4K | 7.05% | 3 |
|
|
2017
Q3 | $13.9M | Buy |
90,429
+1,885
| +2% | +$290K | 5.88% | 3 |
|
|
2017
Q2 | $12.8M | Buy |
88,544
+597
| +0.7% | +$86K | 6.29% | 3 |
|
|
2017
Q1 | $13.4M | Sell |
87,947
-3,081
| -3% | -$471K | 5.86% | 3 |
|
|
2016
Q4 | $1.26M | Buy |
91,028
+1,988
| +2% | +$27.6K | 0.64% | 31 |
|
|
2016
Q3 | $10.1M | Sell |
89,040
-2,704
| -3% | -$306K | 5% | 3 |
|
|
2016
Q2 | $9.17M | Buy |
91,744
+10,259
| +13% | +$1.03M | 5.1% | 2 |
|
|
2016
Q1 | $8.56M | Sell |
81,485
-1,006
| -1% | -$106K | 6.02% | 2 |
|
|
2015
Q4 | $8.31M | Buy |
82,491
+1,189
| +1% | +$120K | 5.75% | 2 |
|
|
2015
Q3 | $8.97M | Buy |
81,302
+3,419
| +4% | +$377K | 5.99% | 2 |
|
|
2015
Q2 | $9.77M | Buy |
77,883
+165
| +0.2% | +$20.7K | 6.23% | 2 |
|
|
2015
Q1 | $9.78M | Sell |
77,718
-2,174
| -3% | -$274K | 6.43% | 2 |
|
|
2014
Q4 | $8.82M | Buy |
79,892
+160
| +0.2% | +$17.7K | 6.02% | 2 |
|
|
2014
Q3 | $8.72M | Sell |
79,732
-1,124
| -1% | -$123K | 5.76% | 2 |
|
|
2014
Q2 | $7.51M | Buy |
80,856
+69,523
| +613% | +$6.46M | 4.54% | 2 |
|
|
2014
Q1 | $6.73M | Buy |
11,333
+371
| +3% | +$220K | 4.7% | 3 |
|
|
2013
Q4 | $5.7M | Buy |
10,962
+87
| +0.8% | +$45.2K | 3.83% | 3 |
|
|
2013
Q3 | $5.32M | Buy |
+10,875
| New | +$5.32M | 4.6% | 2 |
|