FWIA
Fort Washington Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581M | Buy |
2,830,554
+4,993
| +0.2% | +$1.02M | 3.35% | 4 |
|
|
2025
Q1 | $628M | Sell |
2,825,561
-164,896
| -6% | -$36.6M | 3.85% | 3 |
|
|
2024
Q4 | $749M | Sell |
2,990,457
-83,477
| -3% | -$20.9M | 4.47% | 3 |
|
|
2024
Q3 | $716M | Sell |
3,073,934
-40,207
| -1% | -$9.37M | 4.35% | 3 |
|
|
2024
Q2 | $656M | Sell |
3,114,141
-18,990
| -0.6% | -$4M | 4.27% | 3 |
|
|
2024
Q1 | $537M | Sell |
3,133,131
-51,607
| -2% | -$8.85M | 3.46% | 3 |
|
|
2023
Q4 | $613M | Sell |
3,184,738
-52,437
| -2% | -$10.1M | 4.24% | 3 |
|
|
2023
Q3 | $554M | Sell |
3,237,175
-50,445
| -2% | -$8.64M | 4.18% | 2 |
|
|
2023
Q2 | $638M | Sell |
3,287,620
-17,019
| -0.5% | -$3.3M | 4.6% | 2 |
|
|
2023
Q1 | $545M | Buy |
3,304,639
+2,016
| +0.1% | +$332K | 4.1% | 2 |
|
|
2022
Q4 | $429M | Sell |
3,302,623
-59,259
| -2% | -$7.7M | 3.33% | 3 |
|
|
2022
Q3 | $465M | Sell |
3,361,882
-208,845
| -6% | -$28.9M | 3.88% | 2 |
|
|
2022
Q2 | $488M | Buy |
3,570,727
+10,811
| +0.3% | +$1.48M | 3.75% | 2 |
|
|
2022
Q1 | $622M | Sell |
3,559,916
-112,105
| -3% | -$19.6M | 3.95% | 2 |
|
|
2021
Q4 | $652M | Sell |
3,672,021
-177,313
| -5% | -$31.5M | 3.95% | 2 |
|
|
2021
Q3 | $545M | Buy |
3,849,334
+791,887
| +26% | +$112M | 3.48% | 2 |
|
|
2021
Q2 | $419M | Sell |
3,057,447
-70,242
| -2% | -$9.62M | 3.7% | 3 |
|
|
2021
Q1 | $382M | Sell |
3,127,689
-11,654
| -0.4% | -$1.42M | 3.69% | 2 |
|
|
2020
Q4 | $417M | Sell |
3,139,343
-927,782
| -23% | -$123M | 4.41% | 2 |
|
|
2020
Q3 | $471M | Buy |
4,067,125
+2,945,123
| +262% | +$341M | 5% | 1 |
|
|
2020
Q2 | $409M | Buy |
1,122,002
+6,126
| +0.5% | +$2.23M | 4.61% | 2 |
|
|
2020
Q1 | $284M | Sell |
1,115,876
-54,318
| -5% | -$13.8M | 3.85% | 3 |
|
|
2019
Q4 | $344M | Sell |
1,170,194
-121,579
| -9% | -$35.7M | 3.66% | 3 |
|
|
2019
Q3 | $289M | Sell |
1,291,773
-1,677
| -0.1% | -$376K | 3.2% | 4 |
|
|
2019
Q2 | $256M | Sell |
1,293,450
-122,106
| -9% | -$24.2M | 2.85% | 4 |
|
|
2019
Q1 | $269M | Sell |
1,415,556
-12,740
| -0.9% | -$2.42M | 3.02% | 4 |
|
|
2018
Q4 | $225M | Sell |
1,428,296
-62,049
| -4% | -$9.79M | 2.76% | 5 |
|
|
2018
Q3 | $336M | Sell |
1,490,345
-2,048
| -0.1% | -$462K | 3.31% | 3 |
|
|
2018
Q2 | $276M | Sell |
1,492,393
-2,187
| -0.1% | -$405K | 2.79% | 5 |
|
|
2018
Q1 | $251M | Sell |
1,494,580
-7,056
| -0.5% | -$1.18M | 2.6% | 5 |
|
|
2017
Q4 | $254M | Buy |
1,501,636
+425,637
| +40% | +$72M | 2.52% | 3 |
|
|
2017
Q3 | $166M | Sell |
1,075,999
-76,230
| -7% | -$11.7M | 2.57% | 4 |
|
|
2017
Q2 | $166M | Sell |
1,152,229
-2,394
| -0.2% | -$345K | 2.61% | 4 |
|
|
2017
Q1 | $166M | Buy |
1,154,623
+22,260
| +2% | +$3.2M | 2.66% | 4 |
|
|
2016
Q4 | $131M | Buy |
1,132,363
+78,385
| +7% | +$9.08M | 2.19% | 9 |
|
|
2016
Q3 | $119M | Buy |
1,053,978
+22,539
| +2% | +$2.55M | 2.13% | 10 |
|
|
2016
Q2 | $98.6M | Sell |
1,031,439
-2,710
| -0.3% | -$259K | 1.84% | 13 |
|
|
2016
Q1 | $113M | Sell |
1,034,149
-4,432
| -0.4% | -$483K | 2.19% | 9 |
|
|
2015
Q4 | $109M | Buy |
1,038,581
+18,381
| +2% | +$1.93M | 2.2% | 9 |
|
|
2015
Q3 | $113M | Buy |
1,020,200
+23,283
| +2% | +$2.57M | 2.34% | 8 |
|
|
2015
Q2 | $125M | Buy |
996,917
+93,876
| +10% | +$11.8M | 2.34% | 10 |
|
|
2015
Q1 | $112M | Sell |
903,041
-8,018
| -0.9% | -$998K | 2.24% | 9 |
|
|
2014
Q4 | $101M | Buy |
911,059
+38,113
| +4% | +$4.21M | 2.03% | 12 |
|
|
2014
Q3 | $87.9M | Buy |
872,946
+10,920
| +1% | +$1.1M | 1.83% | 14 |
|
|
2014
Q2 | $80.1M | Buy |
862,026
+725,463
| +531% | +$67.4M | 1.55% | 16 |
|
|
2014
Q1 | $73.3M | Buy |
136,563
+16,017
| +13% | +$8.6M | 1.58% | 17 |
|
|
2013
Q4 | $67.6M | Sell |
120,546
-19,040
| -14% | -$10.7M | 1.53% | 17 |
|
|
2013
Q3 | $66.5M | Sell |
139,586
-22,866
| -14% | -$10.9M | 1.6% | 15 |
|
|
2013
Q2 | $64.4M | Buy |
+162,452
| New | +$64.4M | 1.48% | 16 |
|