FCMC
Founders Capital Management (Connecticut)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Sell |
76,222
-7,873
| -9% | -$1.62M | 2.66% | 10 |
|
|
2025
Q1 | $18.7M | Buy |
84,095
+1,802
| +2% | +$400K | 3.44% | 7 |
|
|
2024
Q4 | $20.6M | Sell |
82,293
-937
| -1% | -$235K | 3.61% | 7 |
|
|
2024
Q3 | $19.4M | Sell |
83,230
-1,410
| -2% | -$329K | 3.36% | 7 |
|
|
2024
Q2 | $17.8M | Buy |
84,640
+12
| +0% | +$2.53K | 3.2% | 8 |
|
|
2024
Q1 | $14.5M | Sell |
84,628
-229
| -0.3% | -$39.3K | 2.68% | 11 |
|
|
2023
Q4 | $16.3M | Buy |
84,857
+2,814
| +3% | +$542K | 3.35% | 6 |
|
|
2023
Q3 | $14M | Sell |
82,043
-2,606
| -3% | -$446K | 3.19% | 6 |
|
|
2023
Q2 | $16.4M | Buy |
84,649
+1,720
| +2% | +$334K | 3.66% | 6 |
|
|
2023
Q1 | $13.7M | Sell |
82,929
-973
| -1% | -$160K | 3.41% | 7 |
|
|
2022
Q4 | $10.9M | Sell |
83,902
-164
| -0.2% | -$21.3K | 2.93% | 12 |
|
|
2022
Q3 | $11.6M | Buy |
84,066
+80
| +0.1% | +$11.1K | 3.26% | 8 |
|
|
2022
Q2 | $11.5M | Sell |
83,986
-56
| -0.1% | -$7.66K | 2.94% | 11 |
|
|
2022
Q1 | $14.7M | Sell |
84,042
-143
| -0.2% | -$25K | 3.15% | 11 |
|
|
2021
Q4 | $14.9M | Sell |
84,185
-3
| -0% | -$533 | 3.23% | 12 |
|
|
2021
Q3 | $11.9M | Buy |
84,188
+108
| +0.1% | +$15.3K | 3.01% | 14 |
|
|
2021
Q2 | $11.5M | Sell |
84,080
-37,852
| -31% | -$5.18M | 2.78% | 14 |
|
|
2021
Q1 | $14.9M | Buy |
121,932
+37,196
| +44% | +$4.54M | 3.74% | 9 |
|
|
2020
Q4 | $11.2M | Sell |
84,736
-1,029
| -1% | -$137K | 3.25% | 10 |
|
|
2020
Q3 | $9.93M | Buy |
85,765
+64,226
| +298% | +$7.44M | 3.15% | 11 |
|
|
2020
Q2 | $7.86M | Buy |
21,539
+71
| +0.3% | +$25.9K | 2.69% | 12 |
|
|
2020
Q1 | $5.46M | Sell |
21,468
-833
| -4% | -$212K | 2.17% | 17 |
|
|
2019
Q4 | $6.55M | Sell |
22,301
-200
| -0.9% | -$58.7K | 2.16% | 18 |
|
|
2019
Q3 | $5.11M | Sell |
22,501
-553
| -2% | -$126K | 1.82% | 18 |
|
|
2019
Q2 | $4.56M | Sell |
23,054
-129
| -0.6% | -$25.5K | 1.62% | 19 |
|
|
2019
Q1 | $4.4M | Buy |
23,183
+8,063
| +53% | +$1.53M | 1.62% | 19 |
|
|
2018
Q4 | $2.39M | Buy |
15,120
+9,396
| +164% | +$1.48M | 1.02% | 23 |
|
|
2018
Q3 | $1.3M | Buy |
5,724
+27
| +0.5% | +$6.13K | 0.53% | 31 |
|
|
2018
Q2 | $1.06M | Buy |
5,697
+250
| +5% | +$46.3K | 0.48% | 28 |
|
|
2018
Q1 | $908K | Buy |
5,447
+519
| +11% | +$86.5K | 0.42% | 31 |
|
|
2017
Q4 | $834K | Hold |
4,928
| – | – | 0.37% | 35 |
|
|
2017
Q3 | $759K | Buy |
4,928
+130
| +3% | +$20K | 0.36% | 35 |
|
|
2017
Q2 | $691K | Hold |
4,798
| – | – | 0.35% | 33 |
|
|
2017
Q1 | $689K | Buy |
4,798
+103
| +2% | +$14.8K | 0.35% | 35 |
|
|
2016
Q4 | $544K | Buy |
4,695
+3
| +0.1% | +$348 | 0.29% | 37 |
|
|
2016
Q3 | $530K | Buy |
4,692
+4
| +0.1% | +$452 | 0.3% | 36 |
|
|
2016
Q2 | $448K | Sell |
4,688
-484
| -9% | -$46.3K | 0.25% | 38 |
|
|
2016
Q1 | $564K | Buy |
5,172
+1,210
| +31% | +$132K | 0.33% | 36 |
|
|
2015
Q4 | $417K | Buy |
3,962
+1,129
| +40% | +$119K | 0.25% | 37 |
|
|
2015
Q3 | $312K | Buy |
2,833
+81
| +3% | +$8.92K | 0.2% | 44 |
|
|
2015
Q2 | $345K | Hold |
2,752
| – | – | 0.21% | 42 |
|
|
2015
Q1 | $342K | Buy |
2,752
+820
| +42% | +$102K | 0.2% | 41 |
|
|
2014
Q4 | $213K | Buy |
+1,932
| New | +$213K | 0.13% | 47 |
|