Greenleaf Trust’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138M | Sell |
673,239
-54,341
| -7% | -$11.1M | 1.22% | 6 |
|
|
2025
Q1 | $162M | Buy |
727,580
+17,663
| +2% | +$3.92M | 1.47% | 5 |
|
|
2024
Q4 | $178M | Buy |
709,917
+7,293
| +1% | +$1.83M | 1.62% | 4 |
|
|
2024
Q3 | $164M | Buy |
702,624
+8,960
| +1% | +$2.09M | 1.46% | 4 |
|
|
2024
Q2 | $146M | Buy |
693,664
+18,745
| +3% | +$3.95M | 1.39% | 4 |
|
|
2024
Q1 | $116M | Sell |
674,919
-30,780
| -4% | -$5.28M | 1.08% | 6 |
|
|
2023
Q4 | $136M | Buy |
705,699
+798
| +0.1% | +$154K | 1.46% | 4 |
|
|
2023
Q3 | $121M | Buy |
704,901
+1,589
| +0.2% | +$272K | 1.39% | 4 |
|
|
2023
Q2 | $136M | Sell |
703,312
-8,058
| -1% | -$1.56M | 1.45% | 4 |
|
|
2023
Q1 | $117M | Sell |
711,370
-2,945
| -0.4% | -$486K | 1.33% | 4 |
|
|
2022
Q4 | $92.8M | Buy |
714,315
+10,800
| +2% | +$1.4M | 1.18% | 6 |
|
|
2022
Q3 | $97.2M | Buy |
703,515
+21,827
| +3% | +$3.02M | 1.44% | 4 |
|
|
2022
Q2 | $93.2M | Buy |
681,688
+28,495
| +4% | +$3.9M | 1.41% | 5 |
|
|
2022
Q1 | $114M | Sell |
653,193
-8,819
| -1% | -$1.54M | 1.36% | 5 |
|
|
2021
Q4 | $118M | Buy |
662,012
+30,548
| +5% | +$5.42M | 1.38% | 5 |
|
|
2021
Q3 | $89.4M | Sell |
631,464
-13,431
| -2% | -$1.9M | 1.09% | 5 |
|
|
2021
Q2 | $88.3M | Buy |
644,895
+24,169
| +4% | +$3.31M | 1.1% | 5 |
|
|
2021
Q1 | $75.8M | Buy |
620,726
+8,864
| +1% | +$1.08M | 1% | 6 |
|
|
2020
Q4 | $81.2M | Buy |
611,862
+41,335
| +7% | +$5.48M | 1.08% | 5 |
|
|
2020
Q3 | $66.1M | Sell |
570,527
-31,289
| -5% | -$3.62M | 1.02% | 5 |
|
|
2020
Q2 | $54.9M | Buy |
601,816
+11,800
| +2% | +$1.08M | 0.96% | 6 |
|
|
2020
Q1 | $37.5M | Sell |
590,016
-3,584
| -0.6% | -$228K | 0.75% | 7 |
|
|
2019
Q4 | $43.6M | Buy |
593,600
+6,432
| +1% | +$472K | 0.68% | 8 |
|
|
2019
Q3 | $32.9M | Buy |
587,168
+19,300
| +3% | +$1.08M | 0.51% | 8 |
|
|
2019
Q2 | $28.1M | Buy |
567,868
+10,396
| +2% | +$514K | 0.44% | 10 |
|
|
2019
Q1 | $26.5M | Buy |
557,472
+17,804
| +3% | +$845K | 0.44% | 10 |
|
|
2018
Q4 | $21.3M | Sell |
539,668
-20,492
| -4% | -$808K | 0.42% | 9 |
|
|
2018
Q3 | $31.6M | Sell |
560,160
-25,760
| -4% | -$1.45M | 0.57% | 6 |
|
|
2018
Q2 | $27.1M | Buy |
585,920
+70,212
| +14% | +$3.25M | 0.52% | 5 |
|
|
2018
Q1 | $21.6M | Buy |
515,708
+1,780
| +0.3% | +$74.7K | 0.43% | 5 |
|
|
2017
Q4 | $21.7M | Buy |
513,928
+3,144
| +0.6% | +$133K | 0.44% | 5 |
|
|
2017
Q3 | $19.7M | Buy |
510,784
+10,704
| +2% | +$412K | 0.43% | 5 |
|
|
2017
Q2 | $18M | Sell |
500,080
-21,020
| -4% | -$757K | 0.41% | 5 |
|
|
2017
Q1 | $18.7M | Sell |
521,100
-101,532
| -16% | -$3.65M | 0.45% | 5 |
|
|
2016
Q4 | $18M | Sell |
622,632
-46,216
| -7% | -$1.34M | 0.47% | 6 |
|
|
2016
Q3 | $18.9M | Buy |
668,848
+13,720
| +2% | +$388K | 0.5% | 3 |
|
|
2016
Q2 | $15.7M | Sell |
655,128
-57,220
| -8% | -$1.37M | 0.4% | 7 |
|
|
2016
Q1 | $19.4M | Buy |
712,348
+16,916
| +2% | +$461K | 0.53% | 8 |
|
|
2015
Q4 | $18.3M | Buy |
695,432
+116
| +0% | +$3.05K | 0.55% | 12 |
|
|
2015
Q3 | $19.2M | Buy |
695,316
+28,144
| +4% | +$776K | 0.57% | 11 |
|
|
2015
Q2 | $20.9M | Sell |
667,172
-9,352
| -1% | -$293K | 0.6% | 13 |
|
|
2015
Q1 | $21M | Sell |
676,524
-13,932
| -2% | -$433K | 0.63% | 12 |
|
|
2014
Q4 | $19.1M | Sell |
690,456
-10,140
| -1% | -$280K | 0.55% | 15 |
|
|
2014
Q3 | $17.6M | Sell |
700,596
-228
| -0% | -$5.74K | 0.58% | 16 |
|
|
2014
Q2 | $16.3M | Sell |
700,824
-341,644
| -33% | -$7.94M | 0.52% | 13 |
|
|
2014
Q1 | $20M | Buy |
1,042,468
+22,176
| +2% | +$425K | 0.64% | 7 |
|
|
2013
Q4 | $20.4M | Sell |
1,020,292
-6,916
| -0.7% | -$139K | 0.7% | 6 |
|
|
2013
Q3 | $17.5M | Buy |
1,027,208
+24,416
| +2% | +$416K | 0.66% | 8 |
|
|
2013
Q2 | $14.2M | Buy |
+1,002,792
| New | +$14.2M | 0.56% | 7 |
|