Forte Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.3M | Sell |
225,618
-2,914
| -1% | -$588K | 4.98% | 2 |
|
|
2025
Q1 | $50.8M | Sell |
228,532
-8,014
| -3% | -$1.86M | 6.02% | 1 |
|
|
2024
Q4 | $59.2M | Sell |
236,546
-8,573
| -3% | -$2.02M | 6.66% | 1 |
|
|
2024
Q3 | $57.1M | Sell |
245,119
-5,299
| -2% | -$1.18M | 6.46% | 1 |
|
|
2024
Q2 | $52.7M | Sell |
250,418
-10,836
| -4% | -$2.02M | 6.37% | 1 |
|
|
2024
Q1 | $44.8M | Sell |
261,254
-6,478
| -2% | -$1.18M | 5.54% | 2 |
|
|
2023
Q4 | $51.5M | Sell |
267,732
-3,161
| -1% | -$584K | 7.05% | 1 |
|
|
2023
Q3 | $46.4M | Buy |
270,893
+4,876
| +2% | +$894K | 7.14% | 1 |
|
|
2023
Q2 | $51.6M | Sell |
266,017
-11,264
| -4% | -$1.96M | 7.44% | 1 |
|
|
2023
Q1 | $45.7M | Sell |
277,281
-6,341
| -2% | -$936K | 7% | 1 |
|
|
2022
Q4 | $36.9M | Sell |
283,622
-6
| -0% | -$857 | 6.33% | 1 |
|
|
2022
Q3 | $39.2M | Sell |
283,628
-7,196
| -2% | -$1.13M | 7.1% | 1 |
|
|
2022
Q2 | $39.8M | Sell |
290,824
-9,374
| -3% | -$1.42M | 6.93% | 1 |
|
|
2022
Q1 | $53.3M | Sell |
300,198
-297
| -0.1% | -$49.9K | 6.74% | 1 |
|
|
2021
Q4 | $53.4M | Sell |
300,495
-21,755
| -7% | -$3.44M | 6.73% | 1 |
|
|
2021
Q3 | $45.6M | Sell |
322,250
-1,091
| -0.3% | -$161K | 6.18% | 1 |
|
|
2021
Q2 | $44.3M | Sell |
323,341
-4,563
| -1% | -$591K | 6.04% | 1 |
|
|
2021
Q1 | $40.1M | Buy |
327,904
+3,216
| +1% | +$413K | 6.18% | 1 |
|
|
2020
Q4 | $43.1M | Sell |
324,688
-4,475
| -1% | -$538K | 6.64% | 1 |
|
|
2020
Q3 | $38.1M | Sell |
329,163
-9,409
| -3% | -$1.03M | 7.03% | 1 |
|
|
2020
Q2 | $30.9M | Sell |
338,572
-3,908
| -1% | -$303K | 6.48% | 1 |
|
|
2020
Q1 | $21.8M | Sell |
342,480
-156
| -0% | -$11.5K | 7.49% | 1 |
|
|
2019
Q4 | $25.2M | Sell |
342,636
-12,936
| -4% | -$832K | 7.13% | 1 |
|
|
2019
Q3 | $19.9M | Buy |
355,572
+14,580
| +4% | +$762K | 6.15% | 3 |
|
|
2019
Q2 | $16.9M | Sell |
340,992
-22,700
| -6% | -$1.11M | 5.38% | 3 |
|
|
2019
Q1 | $17.3M | Buy |
363,692
+2,328
| +0.6% | +$98.7K | 6.22% | 2 |
|
|
2018
Q4 | $14.3M | Buy |
361,364
+1,708
| +0.5% | +$82.8K | 5.96% | 2 |
|
|
2018
Q3 | $20.3M | Sell |
359,656
-5,716
| -2% | -$298K | 7.3% | 2 |
|
|
2018
Q2 | $16.9M | Sell |
365,372
-520
| -0.1% | -$23.6K | 6.61% | 2 |
|
|
2018
Q1 | $15.3M | Buy |
365,892
+5,908
| +2% | +$254K | 6.42% | 2 |
|
|
2017
Q4 | $15.2M | Sell |
359,984
-9,896
| -3% | -$414K | 4.54% | 4 |
|
|
2017
Q3 | $14.3M | Sell |
369,880
-3,264
| -0.9% | -$127K | 4.56% | 4 |
|
|
2017
Q2 | $13.4M | Sell |
373,144
-360
| -0.1% | -$13.3K | 4.43% | 4 |
|
|
2017
Q1 | $13.4M | Sell |
373,504
-1,524
| -0.4% | -$50.2K | 4.59% | 4 |
|
|
2016
Q4 | $10.9M | Buy |
375,028
+11,624
| +3% | +$330K | 4.06% | 4 |
|
|
2016
Q3 | $10.3M | Sell |
363,404
-15,652
| -4% | -$414K | 3.91% | 4 |
|
|
2016
Q2 | $9.06M | Sell |
379,056
-1,544
| -0.4% | -$38.4K | 3.5% | 4 |
|
|
2016
Q1 | $10.4M | Sell |
380,600
-5,572
| -1% | -$139K | 4.56% | 3 |
|
|
2015
Q4 | $10.2M | Sell |
386,172
-4,164
| -1% | -$119K | 4.16% | 5 |
|
|
2015
Q3 | $10.8M | Buy |
390,336
+32,780
| +9% | +$961K | 4.92% | 3 |
|
|
2015
Q2 | $11.2M | Buy |
357,556
+2,668
| +0.8% | +$85.3K | 4.77% | 4 |
|
|
2015
Q1 | $11.2M | Sell |
354,888
-3,360
| -0.9% | -$101K | 4.82% | 4 |
|
|
2014
Q4 | $9.89M | Buy |
358,248
+3,920
| +1% | +$107K | 4.3% | 4 |
|
|
2014
Q3 | $8.93M | Buy |
+354,328
| New | +$8.7M | 4.12% | 4 |
|
Other funds holding AAPL
