HCM
Harvey Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Buy |
106,244
+3,285
| +3% | +$683K | 5.17% | 5 |
|
|
2025
Q1 | $22.9M | Sell |
102,959
-232
| -0.2% | -$51.5K | 5.98% | 3 |
|
|
2024
Q4 | $25.8M | Hold |
103,191
| – | – | 6.08% | 4 |
|
|
2024
Q3 | $24M | Sell |
103,191
-3,490
| -3% | -$813K | 6.01% | 4 |
|
|
2024
Q2 | $22.5M | Sell |
106,681
-1,434
| -1% | -$302K | 5.91% | 5 |
|
|
2024
Q1 | $18.5M | Sell |
108,115
-17,204
| -14% | -$2.95M | 5.42% | 5 |
|
|
2023
Q4 | $24.1M | Sell |
125,319
-879
| -0.7% | -$169K | 8.01% | 1 |
|
|
2023
Q3 | $21.6M | Buy |
126,198
+325
| +0.3% | +$55.6K | 7.6% | 1 |
|
|
2023
Q2 | $24.4M | Sell |
125,873
-1,130
| -0.9% | -$219K | 8.98% | 1 |
|
|
2023
Q1 | $20.9M | Sell |
127,003
-1,280
| -1% | -$211K | 8.26% | 1 |
|
|
2022
Q4 | $16.7M | Sell |
128,283
-1,442
| -1% | -$187K | 6.98% | 1 |
|
|
2022
Q3 | $17.9M | Sell |
129,725
-790
| -0.6% | -$109K | 7.76% | 1 |
|
|
2022
Q2 | $17.8M | Sell |
130,515
-800
| -0.6% | -$109K | 6.96% | 1 |
|
|
2022
Q1 | $22.9M | Sell |
131,315
-695
| -0.5% | -$121K | 7.08% | 1 |
|
|
2021
Q4 | $23.4M | Sell |
132,010
-4,080
| -3% | -$724K | 7.27% | 1 |
|
|
2021
Q3 | $19.3M | Sell |
136,090
-230
| -0.2% | -$32.5K | 6.6% | 2 |
|
|
2021
Q2 | $18.7M | Buy |
136,320
+170
| +0.1% | +$23.3K | 6.16% | 2 |
|
|
2021
Q1 | $16.6M | Buy |
136,150
+6,420
| +5% | +$784K | 6.03% | 3 |
|
|
2020
Q4 | $17.2M | Buy |
129,730
+3,680
| +3% | +$488K | 6.98% | 2 |
|
|
2020
Q3 | $14.6M | Buy |
126,050
+87,375
| +226% | +$10.1M | 6.51% | 3 |
|
|
2020
Q2 | $14.1M | Buy |
38,675
+600
| +2% | +$219K | 6.98% | 3 |
|
|
2020
Q1 | $9.68M | Sell |
38,075
-2,654
| -7% | -$675K | 6.53% | 3 |
|
|
2019
Q4 | $12M | Buy |
40,729
+4
| +0% | +$1.18K | 5.31% | 3 |
|
|
2019
Q3 | $9.12M | Hold |
40,725
| – | – | 4.53% | 5 |
|
|
2019
Q2 | $8.06M | Sell |
40,725
-32,004
| -44% | -$6.33M | 3.88% | 6 |
|
|
2019
Q1 | $13.8M | Sell |
72,729
-17,547
| -19% | -$3.33M | 6.64% | 1 |
|
|
2018
Q4 | $14.2M | Sell |
90,276
-2,995
| -3% | -$472K | 7.57% | 1 |
|
|
2018
Q3 | $21.1M | Buy |
93,271
+25
| +0% | +$5.64K | 8.38% | 1 |
|
|
2018
Q2 | $17.3M | Sell |
93,246
-425
| -0.5% | -$78.7K | 6.85% | 1 |
|
|
2018
Q1 | $15.7M | Sell |
93,671
-7,185
| -7% | -$1.21M | 5.88% | 1 |
|
|
2017
Q4 | $17.1M | Sell |
100,856
-392
| -0.4% | -$66.3K | 6.19% | 1 |
|
|
2017
Q3 | $15.6M | Sell |
101,248
-725
| -0.7% | -$112K | 6.3% | 1 |
|
|
2017
Q2 | $14.7M | Sell |
101,973
-875
| -0.9% | -$126K | 6.3% | 1 |
|
|
2017
Q1 | $14.8M | Sell |
102,848
-25,916
| -20% | -$3.72M | 6.64% | 1 |
|
|
2016
Q4 | $14.9M | Sell |
128,764
-4,965
| -4% | -$575K | 6.95% | 1 |
|
|
2016
Q3 | $15.1M | Sell |
133,729
-14,815
| -10% | -$1.67M | 4.67% | 2 |
|
|
2016
Q2 | $14.2M | Sell |
148,544
-11,050
| -7% | -$1.06M | 7.11% | 1 |
|
|
2016
Q1 | $17.4M | Sell |
159,594
-8,175
| -5% | -$891K | 8.43% | 1 |
|
|
2015
Q4 | $17.7M | Sell |
167,769
-8,730
| -5% | -$919K | 6.97% | 1 |
|
|
2015
Q3 | $19.5M | Sell |
176,499
-920
| -0.5% | -$101K | 7.77% | 1 |
|
|
2015
Q2 | $22.4M | Sell |
177,419
-825
| -0.5% | -$104K | 7.59% | 1 |
|
|
2015
Q1 | $22.2M | Sell |
178,244
-1,285
| -0.7% | -$160K | 8.15% | 1 |
|
|
2014
Q4 | $19.8M | Sell |
179,529
-120
| -0.1% | -$13.2K | 7.6% | 1 |
|
|
2014
Q3 | $18.1M | Sell |
179,649
-770
| -0.4% | -$77.6K | 7.1% | 1 |
|
|
2014
Q2 | $16.8M | Buy |
180,419
+154,627
| +600% | +$14.4M | 6% | 1 |
|
|
2014
Q1 | $13.8M | Buy |
25,792
+1,774
| +7% | +$952K | 5.52% | 3 |
|
|
2013
Q4 | $13.5M | Buy |
24,018
+1,708
| +8% | +$958K | 5.56% | 3 |
|
|
2013
Q3 | $10.6M | Sell |
22,310
-150
| -0.7% | -$71.5K | 5.4% | 3 |
|
|
2013
Q2 | $8.91M | Buy |
+22,460
| New | +$8.91M | 5.52% | 3 |
|