Fulcrum Equity Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Sell |
4,370
-2,165
| -33% | -$444K | 0.92% | 27 |
|
|
2025
Q1 | $1.45M | Buy |
6,535
+1,025
| +19% | +$228K | 1.59% | 13 |
|
|
2024
Q4 | $1.38M | Buy |
5,510
+77
| +1% | +$19.3K | 1.36% | 15 |
|
|
2024
Q3 | $1.27M | Buy |
5,433
+11
| +0.2% | +$2.56K | 1.07% | 19 |
|
|
2024
Q2 | $1.14M | Buy |
5,422
+197
| +4% | +$41.5K | 1.03% | 32 |
|
|
2024
Q1 | $896K | Buy |
5,225
+3,599
| +221% | +$617K | 1.06% | 35 |
|
|
2023
Q4 | $313K | Buy |
+1,626
| New | +$313K | 0.39% | 72 |
|
|
2022
Q4 | – | Sell |
-1,524
| Closed | -$211K | – | 71 |
|
|
2022
Q3 | $211K | Buy |
1,524
+1
| +0.1% | +$138 | 0.18% | 60 |
|
|
2022
Q2 | $208K | Sell |
1,523
-1,489
| -49% | -$203K | 0.17% | 70 |
|
|
2022
Q1 | $526K | Sell |
3,012
-4,921
| -62% | -$859K | 0.31% | 56 |
|
|
2021
Q4 | $1.41M | Sell |
7,933
-88
| -1% | -$15.6K | 0.53% | 53 |
|
|
2021
Q3 | $1.14M | Buy |
8,021
+3,441
| +75% | +$487K | 0.44% | 59 |
|
|
2021
Q2 | $627K | Buy |
4,580
+1,185
| +35% | +$162K | 0.23% | 92 |
|
|
2021
Q1 | $415K | Sell |
3,395
-2,452
| -42% | -$300K | 0.16% | 115 |
|
|
2020
Q4 | $776K | Buy |
5,847
+1,964
| +51% | +$261K | 0.31% | 72 |
|
|
2020
Q3 | $450K | Buy |
+3,883
| New | +$450K | 0.21% | 75 |
|
|
2019
Q4 | – | Sell |
-2,404
| Closed | -$135K | – | 91 |
|
|
2019
Q3 | $135K | Buy |
+2,404
| New | +$135K | 0.07% | 88 |
|
|
2019
Q2 | – | Sell |
-14,980
| Closed | -$711K | – | 82 |
|
|
2019
Q1 | $711K | Buy |
14,980
+1,496
| +11% | +$71K | 0.24% | 17 |
|
|
2018
Q4 | $532K | Buy |
+13,484
| New | +$532K | 0.2% | 25 |
|