Fountainhead AM’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.86M | Buy |
30,955
+22,607
| +271% | +$5.88M | 7.05% | 1 |
|
|
2025
Q4 | $2.27M | Sell |
8,348
-55,348
| -87% | -$14.9M | 3.36% | 8 |
|
|
2025
Q3 | $16.2M | Buy |
63,696
+314
| +0.5% | +$70.9K | 2.13% | 14 |
|
|
2025
Q2 | $13M | Buy |
63,382
+566
| +0.9% | +$114K | 1.89% | 17 |
|
|
2025
Q1 | $14M | Buy |
62,816
+3,672
| +6% | +$851K | 2.27% | 16 |
|
|
2024
Q4 | $14.8M | Buy |
59,144
+5,554
| +10% | +$1.31M | 2.7% | 14 |
|
|
2024
Q3 | $12.5M | Buy |
53,590
+1,653
| +3% | +$369K | 2.62% | 14 |
|
|
2024
Q2 | $10.9M | Buy |
51,937
+896
| +2% | +$167K | 2.6% | 15 |
|
|
2024
Q1 | $8.75M | Buy |
51,041
+2,829
| +6% | +$514K | 2.16% | 15 |
|
|
2023
Q4 | $9.28M | Buy |
48,212
+1,647
| +4% | +$304K | 2.55% | 15 |
|
|
2023
Q3 | $7.87M | Buy |
46,565
+2,740
| +6% | +$502K | 2.76% | 14 |
|
|
2023
Q2 | $8.5M | Sell |
43,825
-2,983
| -6% | -$520K | 3.04% | 13 |
|
|
2023
Q1 | $7.72M | Buy |
46,808
+174
| +0.4% | +$25.7K | 3.02% | 14 |
|
|
2022
Q4 | $6.06M | Sell |
46,634
-64
| -0.1% | -$9.15K | 2.73% | 13 |
|
|
2022
Q3 | $6.45M | Sell |
46,698
-951
| -2% | -$149K | 3.25% | 12 |
|
|
2022
Q2 | $6.51M | Buy |
47,649
+12,855
| +37% | +$1.95M | 3.53% | 10 |
|
|
2022
Q1 | $6.08M | Sell |
34,794
-10,750
| -24% | -$1.81M | 2.7% | 11 |
|
|
2021
Q4 | $7.73M | Buy |
45,544
+4,738
| +12% | +$749K | 3.36% | 9 |
|
|
2021
Q3 | $5.49M | Sell |
40,806
-1,934
| -5% | -$285K | 2.66% | 12 |
|
|
2021
Q2 | $4.99M | Hold |
42,740
| – | – | 2.65% | 10 |
|
|
2021
Q1 | $4.99M | Sell |
42,740
-10,629
| -20% | -$1.36M | 2.65% | 10 |
|
|
2020
Q4 | $6.54M | Buy |
+53,369
| New | +$6.42M | 4.07% | 9 |
|
Other funds holding AAPL
VCM
VPM
