FIM
Freedom Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
53,235
+3,844
| +8% | +$789K | 0.87% | 21 |
|
|
2025
Q1 | $11M | Buy |
49,391
+182
| +0.4% | +$40.4K | 0.92% | 19 |
|
|
2024
Q4 | $12.3M | Sell |
49,209
-3,866
| -7% | -$968K | 1.02% | 18 |
|
|
2024
Q3 | $12.4M | Sell |
53,075
-11,635
| -18% | -$2.71M | 0.99% | 17 |
|
|
2024
Q2 | $13.6M | Sell |
64,710
-2,533
| -4% | -$534K | 1.12% | 16 |
|
|
2024
Q1 | $11.5M | Sell |
67,243
-525
| -0.8% | -$90K | 0.92% | 19 |
|
|
2023
Q4 | $13M | Sell |
67,768
-5,105
| -7% | -$983K | 1.06% | 14 |
|
|
2023
Q3 | $12.5M | Sell |
72,873
-5,626
| -7% | -$963K | 1.53% | 5 |
|
|
2023
Q2 | $15.2M | Sell |
78,499
-5,752
| -7% | -$1.12M | 1.71% | 4 |
|
|
2023
Q1 | $13.9M | Sell |
84,251
-1,665
| -2% | -$275K | 1.57% | 4 |
|
|
2022
Q4 | $11.2M | Buy |
85,916
+30
| +0% | +$3.9K | 1.26% | 6 |
|
|
2022
Q3 | $11.9M | Sell |
85,886
-9,308
| -10% | -$1.29M | 1.37% | 5 |
|
|
2022
Q2 | $13M | Sell |
95,194
-12,276
| -11% | -$1.68M | 1.39% | 4 |
|
|
2022
Q1 | $18.8M | Sell |
107,470
-19,467
| -15% | -$3.4M | 1.68% | 4 |
|
|
2021
Q4 | $22.5M | Sell |
126,937
-465
| -0.4% | -$82.6K | 1.65% | 3 |
|
|
2021
Q3 | $18M | Sell |
127,402
-8,318
| -6% | -$1.18M | 1.38% | 8 |
|
|
2021
Q2 | $18.6M | Buy |
135,720
+8,918
| +7% | +$1.22M | 1.38% | 7 |
|
|
2021
Q1 | $15.5M | Buy |
126,802
+11,222
| +10% | +$1.37M | 1.2% | 10 |
|
|
2020
Q4 | $15.3M | Sell |
115,580
-4,226
| -4% | -$561K | 1.68% | 7 |
|
|
2020
Q3 | $13.9M | Buy |
119,806
+84,227
| +237% | +$9.75M | 1.51% | 8 |
|
|
2020
Q2 | $13M | Sell |
35,579
-4,984
| -12% | -$1.82M | 1.41% | 10 |
|
|
2020
Q1 | $13M | Sell |
40,563
-48
| -0.1% | -$15.4K | 1.15% | 10 |
|
|
2019
Q4 | $11.9M | Sell |
40,611
-5,043
| -11% | -$1.48M | 1.05% | 15 |
|
|
2019
Q3 | $10.2M | Sell |
45,654
-1,888
| -4% | -$423K | 0.89% | 14 |
|
|
2019
Q2 | $9.41M | Buy |
47,542
+2,369
| +5% | +$469K | 0.79% | 21 |
|
|
2019
Q1 | $8.58M | Sell |
45,173
-648
| -1% | -$123K | 0.69% | 20 |
|
|
2018
Q4 | $7.23M | Buy |
45,821
+2,508
| +6% | +$396K | 0.56% | 25 |
|
|
2018
Q3 | $9.89M | Sell |
43,313
-519
| -1% | -$119K | 0.62% | 17 |
|
|
2018
Q2 | $8.11M | Sell |
43,832
-20,943
| -32% | -$3.88M | 0.49% | 21 |
|
|
2018
Q1 | $10.9M | Buy |
64,775
+14,939
| +30% | +$2.51M | 0.55% | 21 |
|
|
2017
Q4 | $8.43M | Sell |
49,836
-988
| -2% | -$167K | 0.43% | 26 |
|
|
2017
Q3 | $7.83M | Sell |
50,824
-4,181
| -8% | -$644K | 0.43% | 28 |
|
|
2017
Q2 | $7.92M | Sell |
55,005
-3,576
| -6% | -$515K | 0.45% | 27 |
|
|
2017
Q1 | $8.42M | Sell |
58,581
-337
| -0.6% | -$48.4K | 0.49% | 24 |
|
|
2016
Q4 | $6.82M | Sell |
58,918
-237
| -0.4% | -$27.5K | 0.43% | 26 |
|
|
2016
Q3 | $6.69M | Buy |
59,155
+3,424
| +6% | +$387K | 0.43% | 26 |
|
|
2016
Q2 | $5.33M | Sell |
55,731
-3,339
| -6% | -$319K | 0.36% | 29 |
|
|
2016
Q1 | $6.44M | Buy |
59,070
+4,917
| +9% | +$536K | 0.47% | 23 |
|
|
2015
Q4 | $5.7M | Buy |
54,153
+38,648
| +249% | +$4.07M | 0.43% | 25 |
|
|
2015
Q3 | $216K | Sell |
15,505
-31,413
| -67% | -$438K | 0.02% | 590 |
|
|
2015
Q2 | $5.88M | Buy |
46,918
+1,417
| +3% | +$178K | 0.6% | 27 |
|
|
2015
Q1 | $5.66M | Buy |
45,501
+5,977
| +15% | +$744K | 0.62% | 25 |
|
|
2014
Q4 | $4.36M | Buy |
39,524
+4,465
| +13% | +$493K | 0.57% | 23 |
|
|
2014
Q3 | $3.53M | Buy |
35,059
+1,491
| +4% | +$150K | 0.62% | 20 |
|
|
2014
Q2 | $3.12M | Buy |
33,568
+29,298
| +686% | +$2.72M | 0.52% | 19 |
|
|
2014
Q1 | $2.29M | Buy |
4,270
+748
| +21% | +$402K | 0.49% | 22 |
|
|
2013
Q4 | $1.98M | Buy |
3,522
+263
| +8% | +$148K | 0.49% | 25 |
|
|
2013
Q3 | $1.55M | Sell |
3,259
-433
| -12% | -$206K | 0.44% | 34 |
|
|
2013
Q2 | $1.46M | Buy |
+3,692
| New | +$1.46M | 0.5% | 33 |
|