FCMT
Founders Capital Management (Texas)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.88M | Sell |
38,421
-118
| -0.3% | -$24.2K | 4.72% | 6 |
|
|
2025
Q1 | $8.56M | Sell |
38,539
-341
| -0.9% | -$75.7K | 5.54% | 3 |
|
|
2024
Q4 | $9.74M | Sell |
38,880
-667
| -2% | -$167K | 6.16% | 3 |
|
|
2024
Q3 | $9.21M | Sell |
39,547
-4,292
| -10% | -$1M | 5.61% | 3 |
|
|
2024
Q2 | $9.23M | Sell |
43,839
-808
| -2% | -$170K | 5.98% | 3 |
|
|
2024
Q1 | $7.66M | Sell |
44,647
-348
| -0.8% | -$59.7K | 5.17% | 3 |
|
|
2023
Q4 | $8.66M | Sell |
44,995
-276
| -0.6% | -$53.1K | 6.29% | 3 |
|
|
2023
Q3 | $7.75M | Buy |
45,271
+415
| +0.9% | +$71.1K | 5.92% | 3 |
|
|
2023
Q2 | $8.7M | Sell |
44,856
-711
| -2% | -$138K | 6.33% | 3 |
|
|
2023
Q1 | $7.51M | Sell |
45,567
-228
| -0.5% | -$37.6K | 5.75% | 3 |
|
|
2022
Q4 | $5.95M | Sell |
45,795
-20
| -0% | -$2.6K | 4.47% | 5 |
|
|
2022
Q3 | $6.33M | Sell |
45,815
-371
| -0.8% | -$51.3K | 5.17% | 3 |
|
|
2022
Q2 | $6.32M | Sell |
46,186
-16,583
| -26% | -$2.27M | 4.98% | 3 |
|
|
2022
Q1 | $11.1M | Hold |
62,769
| – | – | 7.15% | 2 |
|
|
2021
Q4 | $11.1M | Sell |
62,769
-1,629
| -3% | -$289K | 7.15% | 2 |
|
|
2021
Q3 | $9.11M | Sell |
64,398
-7,135
| -10% | -$1.01M | 6.25% | 2 |
|
|
2021
Q2 | $9.8M | Buy |
71,533
+259
| +0.4% | +$35.5K | 6.39% | 2 |
|
|
2021
Q1 | $8.71M | Sell |
71,274
-10
| -0% | -$1.22K | 6.2% | 2 |
|
|
2020
Q4 | $9.46M | Buy |
+71,284
| New | +$9.46M | 6.69% | 2 |
|
|
2020
Q1 | $5.52M | Sell |
21,720
-6,111
| -22% | -$1.55M | 5.73% | 3 |
|
|
2019
Q4 | $8.17M | Sell |
27,831
-730
| -3% | -$214K | 6.19% | 1 |
|
|
2019
Q3 | $6.4M | Sell |
28,561
-405
| -1% | -$90.7K | 5.12% | 4 |
|
|
2019
Q2 | $5.73M | Sell |
28,966
-50
| -0.2% | -$9.9K | 5.06% | 4 |
|
|
2019
Q1 | $5.51M | Sell |
29,016
-105
| -0.4% | -$19.9K | 5.17% | 4 |
|
|
2018
Q4 | $4.59M | Sell |
29,121
-374
| -1% | -$59K | 4.9% | 3 |
|
|
2018
Q3 | $6.66M | Sell |
29,495
-575
| -2% | -$130K | 5.49% | 3 |
|
|
2018
Q2 | $5.57M | Sell |
30,070
-1,120
| -4% | -$207K | 4.89% | 3 |
|
|
2018
Q1 | $5.23M | Hold |
31,190
| – | – | 4.41% | 2 |
|
|
2017
Q4 | $5.28M | Sell |
31,190
-120
| -0.4% | -$20.3K | 4.38% | 2 |
|
|
2017
Q3 | $4.83M | Sell |
31,310
-234
| -0.7% | -$36.1K | 4% | 2 |
|
|
2017
Q2 | $4.54M | Sell |
31,544
-1,648
| -5% | -$237K | 4.03% | 1 |
|
|
2017
Q1 | $4.77M | Buy |
+33,192
| New | +$4.77M | 4.29% | 1 |
|